Private Client Assistant Manager

Marks Sattin (UK) Ltd; Manchester; Hybrid; GBP 45,000; Full time

Job summary

A financial services company in Manchester is seeking a Private Client Tax Assistant Manager. This hybrid role involves managing client tax portfolios and providing tailored advice. Candidates should have private client tax experience and qualifications like ACA, ACCA, CTA, or ATT. The role offers a competitive salary of £45,000 DOE along with generous benefits including health insurance and a bonus scheme.

Benefits

25 to 29 Days Holiday depending on level with option to buy 10 days

Private Health insurance

Group Income Protection

Travel Insurance

Bonus & profit share scheme

Qualifications

• Experience in managing a portfolio through the tax assurance process.
• Knowledge in preparing and reviewing personal tax returns.
• Ability to conduct research and provide technical analysis on various tax matters.

Responsibilities

• Oversee a portfolio of clients through the tax assurance process.
• Prepare and review personal tax returns.
• Offer tailored tax advice to clients based on their unique needs.
• Conduct research and provide technical analysis on income tax, capital gains tax, and inheritance tax matters.
• Manage billing and work-in-progress.
• Collaborate with the wider team to identify advisory opportunities.
• Mentor junior team members and review their work to encourage professional growth.

Skills

Private Client Tax experience

Engaging with internal & external stakeholders

Education

ACA/ACCA/CTA/ATT qualified or working towards

Job description

Overview

Private Client Tax Assistant Manager / Hybrid / £45,000 DOE with Benefits

Responsibilities

• Oversee a portfolio of clients through the tax assurance process.
• Prepare and review personal tax returns.
• Offer tailored tax advice to clients based on their unique needs.
• Conduct research and provide technical analysis on income tax, capital gains tax, and inheritance tax matters.
• Manage billing and work-in-progress.
• Collaborate with the wider team to identify advisory opportunities.
• Mentor junior team members and review their work to encourage professional growth.

Qualifications & Skills

• Private Client Tax experience.
• ACA/ACCA/CTA/ATT qualified or working towards
• Experience engaging with internal & external stakeholders

Benefits

• 25 to 29 Days Holiday depending on level with option to buy 10 days.
• Private Health insurance
• Group Income Protection
• Travel Insurance
• Bonus & profit share scheme

How to Apply

Apply by submitting a copy of your CV or by contacting Aleksandra Taranovskaja | [e-mail]

Privacy & Accessibility

We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We\'re committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.