Copy of Assistant Manager - Private Client Tax

TN United Kingdom; London; Hybrid; GBP 40,000 - 80,000; Full time

Job summary

An established industry player is seeking an Assistant Manager for Private Client Tax in London. This dynamic role involves working within a dedicated delivery team to ensure annual tax compliance for a diverse client portfolio, including high-net-worth individuals and partnerships. The successful candidate will deliver exceptional client service, manage compliance tasks, and identify planning opportunities. Enjoy a competitive salary and a range of benefits, including private medical insurance and hybrid working options, while contributing to a supportive and inclusive environment.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Hybrid Working

Qualifications

• Experience in a professional services environment with personal tax compliance.
• Strong planning and communication skills essential for client interactions.

Responsibilities

• Deliver high-quality client service managing a diverse portfolio.
• Handle compliance tasks, ensuring all beneficial elections and claims are made.

Skills

Personal Tax Compliance

Planning and Advisory

Communication Skills

Teamwork

Customer Focus

Technical Skills

Education

ACA/CTA or equivalent qualification

Job description

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Copy of Assistant Manager - Private Client Tax, London

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Client:

SW Group

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

db0da4bc1a01

Job Views:

4

Posted:

02.05.2025

Expiry Date:

16.06.2025

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Job Description:

This role involves working within the delivery team to ensure the completion of annual tax compliance work, assisting with planning opportunities, and delivering services to a diverse client portfolio.

Responsibilities include:

• Delivering high-quality client service and managing a portfolio including sole traders, partners, HNWIs, non-UK domiciliaries/residents, partnerships, and trusts.
• Handling compliance tasks such as accounts, tax returns, and tax computations, ensuring all beneficial elections and claims are made.
• Identifying planning opportunities, preparing reports, attending client meetings, and responding to client inquiries.
• Ensuring compliance with internal procedures, maintaining client information, billing, and time tracking.
• Participating in training, supporting colleagues, and engaging in business development activities.

Qualifications and Key Skills:

• ACA/CTA or equivalent qualification.
• Experience in a professional services environment with knowledge of personal tax compliance and some planning/advisory exposure.
• Strong planning, communication, customer focus, teamwork, and technical skills.

Additional Benefits:

• Competitive salary, private medical insurance, life assurance, pension contributions, hybrid working, generous holiday package, and more.

We promote diversity and inclusion and are committed to providing a supportive environment. Reasonable adjustments are available during the application process.