Private Client Assistant Tax Manager

Reed; March; On-site; GBP 60,000 - 80,000; Full time

Job summary

A regional tax firm is seeking an Assistant Tax Manager in Cambridgeshire. The role involves managing client relationships, preparing tax forms, and providing compliance services. Candidates should have an ATT/CTA qualification and experience in private client tax. The firm offers a competitive salary, flexible working, and professional development support.

Benefits

Generous benefits

Flexible working

Professional development support

Qualifications

• Experience as a Private Client Tax professional with proven expertise.
• Ability to manage and develop client portfolios effectively.
• Strong understanding of compliance services.

Responsibilities

• Prepare IHT forms and manage the preparation of P11D's.
• Conduct CGT on property returns and Inheritance Tax.
• Perform Statutory Residence Test reviews for non-resident individuals.

Skills

Client relationship management

Tax compliance

Advisory skills

Education

ATT/CTA qualification

Job description

You are an experienced Private Client Tax Senior seeking progression, or an established Private Client Tax Assistant Manager seeking a fresh challenge with interesting and challenging clients.

Your role as Assistant Tax Manager for this leading regional firm, based out of Cambridgeshire office, will be primarily to assist the Senior Management as part of a thriving and experienced team, to provide superior compliance services, as well as identify additional opportunities and providing appropriate advisory services.

Regular tasks will include but not limited to:

• Preparing IHT forms
• Co-ordinate the preparation of P11d’s
• CGT on property returns
• Inheritance Tax
• Statutory Residence Test reviews and returns for non-resident individuals
• Presenting to clients’ appropriate clarifications
• Managing and developing your own portfolio of clients’ relationship, enhancing the partnership with the firm through identifying additional services of benefit to both the client and firm.

As Assistant Tax Manager you will also have the opportunity to enhance your skills through undertaking advisory work, as and when the opportunity arises.

As an experienced private client tax professional you will have an appropriate qualification such as ATT/ CTA. You will be offered a competitive salary, generous benefits, flexible working, and continued professional support.

Contact Natalie Harden at Reed for an initial discussion and possible submission to our client.

Reed Practice

Reed’s practice specialists understand the value of talented professionals; we offer you a truly exceptional service and will match you with a firm which will help you to thrive and progress your career.

We have excellent links with firms of all sizes from sole practitioners to Big Four, from leading independents to specialist boutique firms, making us the best-placed recruiter to advance your practice career.

We specialise in finding you tax, audit, accounts preparation and production, payroll, insolvency, corporate finance and forensic accounting opportunities at all levels, from trainee to Partner/Director.

We reward you for referring us to other professionals, with up to a £500 referral fee available