Private Clients Tax Trusts Assistant Manager

TN United Kingdom; Newcastle upon Tyne; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading firm is seeking a newly qualified Assistant Manager for their Private Tax team in Newcastle upon Tyne. This role involves delivering tax compliance and planning for Trust clients, offering a supportive environment for career growth. Responsibilities include managing portfolios, preparing reports, and client interaction. The position also provides a competitive salary and various benefits, including hybrid working options and funding for professional qualifications.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday allowance

Funding for professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Experience in a professional services firm.
• Exposure to planning/advisory work.

Responsibilities

• Providing high-quality service to Trust clients.
• Managing portfolio administration and compliance.
• Preparing client reports.

Skills

Communication

Interpersonal Skills

Tax Compliance Knowledge

Education

ACA/CTA/STEP or equivalent

Job description

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Private Clients Tax Trusts Assistant Manager, Newcastle upon Tyne

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Client:

SW Group

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

03f3a9806edb

Job Views:

2

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

We are seeking a talented newly qualified team member to join our Private Tax team in London, responsible for delivering annual tax compliance and planning work for a diverse portfolio of Trust clients.

As an Assistant Manager, you will be part of the delivery team working on client compliance, planning, routine checks, and practice development. This role offers a great opportunity for a newly qualified tax professional to advance their career in a supportive environment.

Available locations include:

• Cambridge
• Guildford
• Leeds / Harrogate
• London
• Newcastle
• Salisbury

Responsibilities include:

• Providing high-quality service to Trust clients
• Managing portfolio administration, compliance, accounts, tax returns, and computations
• Identifying planning opportunities
• Preparing client reports
• Responding to client inquiries regarding trust tax matters

Qualifications:

• ACA/CTA/STEP or equivalent (preferred)

Skills and experience:

• Experience in a professional services firm
• Knowledge of personal tax compliance and exposure to planning/advisory work
• Strong communication skills, both written and oral
• Interpersonal skills for liaising with clients and staff
• Ability to meet deadlines and respond to client needs
• Experience supervising staff and supporting senior management

Additional benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday allowance with options to purchase extra
• Shared parental leave
• Funding for professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.