Personal Tax Assistant Manager

Michael Page (UK); Bath; Hybrid; GBP 45,000 - 62,000; Full time

Job summary

A leading independent firm in Bath seeks a qualified tax professional to manage a diverse client portfolio, ensuring exceptional service and compliance. The ideal candidate will possess substantial knowledge in tax compliance, excellent communication skills, and a desire for professional growth. Attractive salary and benefits are offered, along with flexible and hybrid working arrangements.

Benefits

25 days annual leave

Flexi time and toil available

Pension contributions

Clear careers progression

Qualifications

• ACA/ACCA and/or ATT qualified; CTA desirable.
• Solid grounding in tax compliance review and portfolio management.
• Knowledge of inheritance tax and taxation of trusts desirable.

Responsibilities

• Manage a portfolio of clients including company directors and business owners.
• Review income tax and capital gains tax computations.
• Provide support and guidance for junior members of the team.

Skills

Attention to detail

Client management

Tax compliance review

Communication

Education

ACA

ACCA

ATT

CTA

Job description

Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships. Be comfortable with a high level client communication and be able to play a managerial function for more junior members of the team.

Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspirations business owners, individuals and their families.

Description

• Manage a portfolio of clients including company directors, business owners. high net worth individuals and partnerships.
• Manage the tax relationships with clients and provide an exceptional level of client service.
• Review of income tax and capital gains tax computations, including liaising with specialists on technical matters.
• Review of business and corporation tax computations, prepared by our Business Services team, for SMEs.
• Provide support and guidance for junior members of the team.
• Support Partners on advisory projects.
• Researching and understanding technical matters and presenting them in a comprehensible and practical way.

Profile

• ACA/ACCA and/or ATT qualified. CTA desirable.
• The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
• Knowledge of inheritance tax and taxation of trusts desirable but not essential.
• Excellent communicator with both clients and colleagues, both written and oral.
• Client driven and commercially aware.
• Team player with an enthusiastic and flexible attitude to work.

Job Offer

A competitive base salary of £45.000-£62,000

25 days annual leave

Flexi time and toil available

Hybrid Working

Pension contributions

Hybrid and flexible working arrangements

Clear careers progression

If this role is of interest please contact Connor Matthews at Michael Page on 07778333489