Personal Tax Assistant Manager / Manager

Page Personnel; Bath; Hybrid; GBP 45,000 - 62,000; Full time

Job summary

A leading independent firm in Bath is seeking a qualified candidate to manage client portfolios, focusing on exemplary tax compliance and exceptional client service. The role involves reviewing tax computations and supporting junior team members. The ideal applicant will hold ACA / ACCA and / or ATT qualifications, demonstrating strong communication skills and a collaborative team approach. This opportunity offers a competitive salary and flexible working arrangements.

Benefits

Competitive base salary

25 days annual leave

Flexible working hours

Pension contributions

Parking on site

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.

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 team members.

Skills

Tax compliance review

Portfolio management

Excellent communication

Client-driven

Team player

Education

ACA / ACCA and / or ATT qualified

CTA desirable

Job description

• Manage a portfolio of clients including company directors, business owners.
• Join a leading independent firm based in the heart of Bath.

About Our Client

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.

Job 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.

The Successful Applicant

• 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.

What's on Offer

A competitive base salary of £45.000-£62,00025 days annual leave Flexi time and toil available Hybrid WorkingPension contributions Hybrid and flexible working arrangements Parking on site Clear careers progressionIf this role is of interest please contact Connor Matthews at Michael Page on 07778333489