Personal Tax Assistant Manager

Michael Page; Bath; On-site; GBP 45,000 - 62,000; Full time

Job summary

A leading independent firm in Bath is seeking a Client Manager to oversee a portfolio that includes company directors and high net worth individuals. The ideal candidate will be ACA/ACCA qualified and have experience in tax compliance and portfolio management. This role offers a competitive salary and hybrid working options, alongside opportunities for career progression. Excellent communication skills are necessary. Contact Connor Matthews for more details.

Benefits

Competitive salary

25 days annual leave

Flexi time

Hybrid working

Pension contributions

On-site parking

Clear career progression

Qualifications

• Solid grounding in tax compliance review and portfolio management.
• Desire to expand technical knowledge and advisory skills.
• Knowledge of inheritance tax and taxation of trusts desirable but not essential.
• Excellent written and oral communication skills.

Responsibilities

• Manage a portfolio of clients including company directors and high net worth individuals.
• Review income tax and capital gains tax computations.
• Provide support and guidance for junior team members.
• Support Partners on advisory projects.

Skills

Client communication

Tax compliance review

Portfolio management

Technical knowledge

Team collaboration

Education

ACA/ACCA and/or ATT qualified

CTA desirable

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.

Client Details

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

Parking on site

Clear careers progression

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