Assistant Manager, Private Client Tax Advisory

AJ Chambers ®; Whiteley; In loco; GBP 55.000 - 70.000; Tempo pieno

Descrizione del lavoro

AJ Chambers is seeking a Personal Tax Assistant Manager to join our Private Client Tax team in the UK. You will manage a diverse portfolio of high-net-worth individuals, business owners and trusts, combining compliance work with advisory input to grow client relationships.

The role offers exposure to capital gains, Inheritance Tax, residence and domicile considerations, along with Making Tax Digital compliance and quarterly reporting.

Competenze

• Experience in personal tax, private client tax or individual tax compliance within an accountancy practice or tax advisory environment.
• Experience managing a portfolio of clients and meeting compliance deadlines.
• Strong UK personal tax knowledge with advisory potential.
• Confident communicator with client-facing experience.

Mansioni

• Manage a portfolio of personal tax clients, overseeing compliance work and deadlines.
• Prepare and review self‑assessment tax returns for individuals and business owners.
• Respond to client queries and HMRC inquiries.
• Advise on personal tax matters including CGT, IHT, residency and trust issues.
• Support Making Tax Digital requirements and quarterly reporting.
• Prepare P11Ds and assist with CGT calculations, including UK property disposals.
• Review client information and identify advisory opportunities.
• Manage workflow, deadlines and budgets across the portfolio.
• Stay updated with UK tax changes and communicate implications to clients.
• Collaborate with the wider tax team to deliver high service standards.

Conoscenze

Personal Tax

Portfolio management

Client communication

UK tax knowledge

Strumenti

IRIS Personal Tax

Microsoft Office

Descrizione del lavoro

AJ Chambers is seeking a Personal Tax Assistant Manager to join our Private Client Tax team in the UK. You will manage a diverse portfolio of high-net-worth individuals, business owners and trusts, combining compliance work with advisory input to grow client relationships.

The role offers exposure to capital gains, Inheritance Tax, residence and domicile considerations, along with Making Tax Digital compliance and quarterly reporting.