Assistant Manager - Private Clients Tax

TN United Kingdom; Salisbury; On-site; GBP 30,000 - 60,000; Full time

Job summary

An established industry player is looking for an Assistant Manager to join their Private Tax team in Salisbury. This role offers a fantastic opportunity for a newly qualified tax professional to manage a diverse portfolio of clients, including sole traders and partnerships. You will be responsible for ensuring compliance, preparing reports, and identifying planning opportunities. Join a growing team that values diversity and offers a supportive environment where you can thrive and build your career. With access to competitive benefits and a hybrid working model, this position is perfect for someone eager to develop their expertise in private client tax.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Fully Funded Training

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Newly qualified accountant or tax adviser with relevant experience.
• Sound knowledge of private client tax issues and compliance.

Responsibilities

• Manage a portfolio of clients including compliance and tax returns.
• Identify planning opportunities and prepare client reports.

Skills

Private Client Tax Knowledge

Capital Gains Tax

Inheritance Tax

Client Management

Compliance Management

Education

Chartered Accountant

Chartered Tax Adviser

Job description

Assistant Manager - Private Clients Tax, Salisbury

Location:

Salisbury, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

239af0a601e9

Job Description:

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, which is responsible for delivering annual tax compliance work for a wide-ranging portfolio of clients.

As an Assistant Manager, you will be part of the delivery team that works on client compliance and client planning work, as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team.

As an Assistant Manager, your responsibilities will include:

• Responsible for a portfolio of clients which may include sole traders, partners, HNWIs, non UK residents, partnerships, and trusts.
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns, and tax computations.
• Identifying possible planning opportunities.
• Preparing reports for clients.
• Attendance at client meetings.
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs.

To be successful in this role, you should have:

• Relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues and dealing with capital gains tax, inheritance tax matters, and a sound understanding of trusts.
• Relevant experience of meeting deadlines for compliance and ad-hoc advisory projects.
• Self-driven, organised, and willingness to continue learning and to be a team player.
• Potential experience with people management.

Professional Qualifications and Education:

• Newly Qualified Chartered Accountant and/or Chartered Tax Adviser.

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 your needs throughout the application process. Please let your Recruiter know.