Private Client Tax Assistant Manager

Pro-Tax

City of Edinburgh

On-site

GBP 40,000 - 50,000

Full time

14 days+

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Job summary

A leading private client tax firm is seeking an Assistant Tax Manager in Edinburgh or Manchester. This role involves managing key client relationships and overseeing client engagements while advising high net worth individuals on various tax challenges. Ideal candidates should be ACA, CTA, or ACCA qualified with experience in private client tax. This is a unique opportunity for those looking to transition into advisory roles within a well-established team.

Qualifications

  • Qualified in ACA, CTA, or ACCA.
  • Experienced in managing complex client portfolios.
  • Skills in advising high net worth individuals.

Responsibilities

  • Manage key client relationships within the private client function.
  • Oversee full lifecycle of client engagements with private equity funds.
  • Supervise junior team members and provide guidance.

Skills

Private client tax experience
Managing client relationships
Advisory solutions

Education

ACA/CTA/ACCA qualified

Job description

Private Client Tax Assistant Manager
Edinburgh or Manchester
Big 4 firm
£40,000 - £50,000

We are currently working with a leading private client tax practice in the UK who are looking to expand their team with new Assistant Tax Manager

The team specialise in supporting wealthy individuals in an ever changing landscape both in the UK and Internationally, a number of which come from a financial services or alternative funds background.

This is a unique opportunity to move into more of a tax advisory role.

Your new role:
  • As either a Assistant Manager you'll be working in a strong established private client function managing key client relationships.
  • You'll be managing your client engagements seeing them through their full life cycle, working with high net worth individuals, private equity funds and associated members.
  • Working closely with your client portfolio you'll be advising on a wide range of tax challenges, providing advisory solutions.
  • Supervise, run and manage a team of junior members of the team
What you'll need to succeed:
  • ACA/CTA/ACCA qualified
  • Private client tax experience
  • Experience working with a complex client set

Want to find out more about this role? Call Sam Minor on 07764700259 for more information or email at Sam.minor@pro-tax.co.uk

As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes you unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.

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