Assistant Manager - Private Client Tax Services

TN United Kingdom; Newcastle upon Tyne; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is seeking a talented Assistant Manager for its Private Client Tax team in Newcastle upon Tyne. This role involves managing compliance and tax advice processes, supervising staff, and preparing complex tax computations. The ideal candidate will be ATT qualified with strong IT skills and excellent communication abilities. You'll have the opportunity to work in a supportive and inclusive environment, with access to a hybrid working model and a variety of employee benefits. If you are passionate about tax and client service, this is a fantastic opportunity to grow your career.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• ATT qualified with strong IT skills and knowledge of Private Client Tax.
• Good communication and inter-personal skills for client interactions.

Responsibilities

• Prepare and review tax returns, manage HMRC enquiries, and supervise staff.
• Ensure compliance deadlines are met and assist partners with fee quotes.

Skills

ATT qualification

Knowledge of Private Client and Partnership Tax

Strong IT skills

Good written communication skills

Inter-personal skills

Education

ATT qualification

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

Assistant Manager - Private Client Tax Services, Newcastle upon Tyne

Location: Newcastle upon Tyne, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: e441ae7cfc34

Job Views: 2

Posted: 13.04.2025

Expiry Date: 28.05.2025

Job Description:

What will you be doing?

We’re seeking a talented individual to join our Private Client Tax team in Newcastle, which is responsible for managing the compliance and tax advice process for a client allocation. Supervise tax staff, assisting with client work and deal with technical and administrative issues.

As an Assistant Manager, your responsibilities will include among others:

• Prepare tax returns and in some cases review tax returns
• Manage HMRC enquiries and draft or review HMRC correspondence
• Responsibility for compliance work on clients and monitor time limits and elections for compliance portfolio
• Prepare complex tax computations and supervise preparation of simple tax computations
• Prepare reports for clients in relation to ad hoc advisory matters
• Responsible for billing and monitoring budgets
• Knowledge share and maintain technical knowledge by attending internal training sessions
• Ensure relevant client deadlines are met and S&W procedures are adhered to
• Assist the partners with fee quotes and growing the business

Qualifications:

To be successful in this role, you should:

• ATT qualified
• Knowledge of Private Client and Partnership Tax and some planning experience
• Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner
• Must have good inter-personal skills to be able to liaise with clients and other staff members

Desired:

• Some tax advisory experience
• Evidence of managing a small client portfolio

Additional Information:

As a colleague here at S&W you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.