Hybrid Personal Tax Assistant Manager: Private Clients

Taxation; Peterborough; Hybride; GBP 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Progression opportunities

Learning & development programmes

International tax exposure

Benefits package

Résumé du poste

Taxation in Peterborough is seeking a Personal Tax Assistant Manager to join the Private Client Tax team. This role offers exposure to complex advisory work and a high-quality client base.

You will manage a varied portfolio of private clients, including high-net-worth individuals, families, trusts and estates, and you will mentor junior team members while supporting senior stakeholders on challenging client work.

Qualifications

• CTA/ACA/ACCA qualified or equivalent.
• Experience in personal tax and private client work.
• Proven client relationship management skills.
• Strong technical knowledge across personal tax.
• Experience supervising junior team members (desirable).

Responsabilités

• Managing a portfolio of personal tax clients, ensuring timely and accurate compliance.
• Preparing, reviewing, and submitting personal tax returns.
• Advising clients on a wide range of personal tax matters.
• Handling trusts and estates work, including IHT reporting (IHT100 & IHT400).
• Managing HMRC enquiries and investigations.
• Supporting on advisory projects, including inheritance tax planning, succession planning, and structures.
• Exposure to international and cross-border tax matters.
• Identifying advisory opportunities and supporting business development activity.
• Supporting and mentoring junior team members.
• Assisting senior stakeholders on complex client work.

Connaissances

Client management

Tax knowledge

Communication skills

Problem-solving

Team mentoring

Formation

CTA/ACA/ACCA

Description du poste

Taxation in Peterborough is seeking a Personal Tax Assistant Manager to join the Private Client Tax team. This role offers exposure to complex advisory work and a high-quality client base.

You will manage a varied portfolio of private clients, including high-net-worth individuals, families, trusts and estates, and you will mentor junior team members while supporting senior stakeholders on challenging client work.