Personal Tax Assistant Manager

Michael Page Finance; Taunton; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Parking

Competitive benefits

Job summary

Michael Page Finance is advising a Taunton-based chartered accountancy practice on a Personal Tax Assistant Manager role. You will manage a portfolio of high-net-worth individuals, oversee compliance, and contribute to tax planning projects with senior management support.

You will build strong client relationships and develop advisory skills across IHT, estate planning and capital gains, expanding your expertise as you progress.

Qualifications

• Responsible for compliance for a portfolio of high-net-worth individuals.
• Involvement with tax planning and advisory projects.
• Develop client relationships and build advisory skills.

Responsibilities

• Deliver personal tax compliance for a portfolio of HNWIs and private clients.
• Assist in tax planning projects including IHT and estate planning.
• Develop relationships with clients and colleagues across the firm.

Skills

Tax compliance

Tax planning

Private clients

Client relations

Education

ATT/CTA/STEP/ACA qualified

Job description

Job Description

A superb opportunity for a Personal Tax Assistant Manager has arisen with a leading Taunton based chartered accountancy practice, in a role offering excellent career progression and development potential, with increasing responsibility on offer with potential for involvement in wide ranging tax planning and advisory work working closely with clients and the firms senior management and leadership team.

Client Details

Based in Taunton this accountancy practice acts for very wide ranging clients with a highly regarded and successful personal tax team and department. Excellent career progression prospects are on offer here within a well established firm of chartered accountants. The firm offers hybrid working, flexible hours, parking and competitive benefits.

Description

Joining as Personal Tax Assistant Manager within this Taunton based firm of accountants, the role offers career progression and development potential. You will join a highly regarded and successful private client team, being responsible for compliance for a portfolio of HNWIs and wide ranging individuals and private clients, along with involvement with associated tax planning and project work arising from this client base. You will look to develop working relationships with your clients and colleagues across the firm, with increasing client contact and responsibility on offer as you develop within the firm and role. So whilst you will initially focus on delivering a quality tax compliance service over time, you will also work on a wide range of tax planning projects relevant to HNWIs, with potential for involvement in capital gains tax planning. IHT, estate planning and other wide ranging personal tax planning project work. With positive developments in the tax team and wider practice, excellent prospects for career progression are on offer for career focused tax professionals.

Profile

For this Personal Tax Assistant Manager role you may be any of ATT, CTA, STEP qualified, or ACA qualified etc, with a career background in personal tax or with significant experience within the personal tax sector and be looking to specialise further within this field. Your experience will have been developed within an accounting, or tax firm environment of any size, from small/medium or large independent accountancy practice/tax boutique through to larger Top 50, or Top Tier firm background. You will be searching for a career move where you can progress your tax career and carve a key role within a leading, chartered accountancy firm, developing technically with opportunity to develop your tax advisory skills alongside building on your existing tax compliance background

Job Offer

£35,000 - £45,000 plus benefits, dependent on level, experience and background, negotiable.