Azets Bury - Private Client Tax Assistant Manager

Michael Page; Bury St Edmunds; On-site; GBP 37,000 - 48,000; Full time

Job summary

Michael Page in the United Kingdom invites applications for a Private Client Tax Assistant Manager based in Bury St Edmunds. You will manage a portfolio of private client tax cases and provide tailored advice to optimise clients' finances.

You will prepare and review self-assessment returns, assist in tax planning projects, mentor junior team members, and stay updated on tax legislation to ensure compliance and client satisfaction.

Qualifications

• Strong background in private client tax within professional services.
• Experience in preparing and reviewing self-assessment tax returns.
• Excellent communication skills to interact with clients and team members.
• Up-to-date knowledge of tax legislation.
• A relevant qualification in accounting or tax.

Responsibilities

• Manage a portfolio of private client tax cases, ensuring compliance and accuracy.
• Provide tailored tax advice to clients, helping them achieve their financial goals.
• Prepare and review self-assessment tax returns.
• Support with tax planning and advisory projects.
• Act as the main point of contact for client queries and communications.
• Identify opportunities for tax efficiencies and improvements in client processes.
• Assist in mentoring and developing junior team members.
• Stay updated on changes to tax legislation and ensure clients remain compliant.

Skills

Private client tax

Self-assessment returns

Client communication

Tax legislation knowledge

Education

Accounting or tax qualification

Job description

As a Private Client Tax Assistant Manager in Bury St Edmunds, you'll support clients by managing their private tax affairs and offering expert advice to optimise their financial positions. This role is key in ensuring compliance and providing tailored solutions in the professional services industry.

Client Details

A professional services organisation based in Bury St Edmunds, specialising in accounting and finance.

Description

• Manage a portfolio of private client tax cases, ensuring compliance and accuracy.
• Provide tailored tax advice to clients, helping them achieve their financial goals.
• Prepare and review self-assessment tax returns.
• Support with tax planning and advisory projects.
• Act as the main point of contact for client queries and communications.
• Identify opportunities for tax efficiencies and improvements in client processes.
• Assist in mentoring and developing junior team members.
• Stay updated on changes to tax legislation and ensure clients remain compliant.

Profile

A successful Private Client Tax Assistant Manager should have:

• A strong background in private client tax within professional services.
• Experience in preparing and reviewing self-assessment tax returns.
• Excellent communication skills to interact with clients and team members.
• Up-to-date knowledge of tax legislation.
• A relevant qualification in accounting or tax.

Job Offer

• A salary ranging from £36,500 to £47,500, dependent on the level of experience.
• Permanent position in Bury St Edmunds.
• Opportunities to grow and develop your career in professional services.

We are committed to creating an inclusive environment.

As an inclusive recruiter we welcome applications from people of all backgrounds, identities and experiences.

If you require any adjustments or accommodations during the recruitment process, we'll work with you to ensure you can perform at your best.