Personal Tax Assistant Manager

Clark Wood - Tax Recruitment; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading London-based practice is seeking a Personal Tax Supervisor/Assistant Manager to manage a portfolio of clients, including UHNW individuals and various trusts. This role involves preparing tax returns, providing advisory services, and liaising with HMRC. The firm offers flexible working arrangements for better work-life balance.

Benefits

Flexible working arrangements

Referral bonuses up to £1000

Qualifications

• Preference for ATT or CTA students or qualified professionals.

Responsibilities

• Preparing and submitting annual Tax Returns for all delegated clients.
• Managing a diverse client portfolio with varying complexities.
• Providing tax advice, including legislative updates and tax-efficient planning.

Skills

ATT or CTA Student or Qualified

Job description

Personal Tax Supervisor/Assistant Manager - London

This is an excellent opportunity to join a leading London-based practice and oversee all aspects of personal tax affairs within an allocated client portfolio.

The existing and growing client portfolio includes UHNW individuals, OMBs, non-doms, and various UK/offshore trusts and foundations.

You will be responsible for managing and delivering work on your portfolio, including reviewing compliance cases and providing advisory services.

Responsibilities:

1. Preparing and submitting annual Tax Returns for all delegated clients, ensuring compliance with tax regulations.
2. Managing a diverse client portfolio with varying complexities.
3. Liaising with HM Revenue & Customs and clients on personal tax issues.
4. Providing tax advice, including legislative updates and tax-efficient planning.
5. Assisting with P11D reviews as needed.

Skills:

• ATT or CTA Student or Qualified preferred.

The London office is accessible from various areas across the South East and Greater London. The firm offers flexible working arrangements, reducing the need for daily travel into Central London.

For further information, please contact Richard Clark at Clark Wood – [e-mail] / Mobile: [phone].

If this role isn't an exact fit, please contact us for alternative opportunities. You can send your CV or reach out directly. Refer a friend or colleague, and receive £500-1000 in vouchers if we help them secure a role.