Private Client Tax Assistant Manager

Michael Page; Crawley; On-site; GBP 40,000 - 50,000; Full time

Job summary

A respected accountancy firm in Crawley is seeking a Private Client Tax Assistant Manager to manage tax portfolios and provide advisory services. Ideal candidates should possess qualifications in tax or accountancy and have a strong understanding of private client tax compliance. This role offers a competitive salary, flexible working options, and opportunities for career progression.

Benefits

Competitive salary

Generous holiday allowance

Flexible working options

Comprehensive benefits package

Professional development support

Qualifications

• Strong knowledge of private client tax compliance and advisory work.
• Experience managing client portfolios in professional services.

Responsibilities

• Support management of private client tax portfolios.
• Provide guidance on tax planning opportunities.
• Prepare and review complex tax returns.
• Mentor junior team members.

Skills

Knowledge of private client tax compliance

Communication skills

Problem-solving skills

Client relationship building

Education

Professional qualifications in tax or accountancy (ATT, CTA, ACA)

Job description

Private Client Tax Assistant Manager at a well-established accountancy firm in Crawley.

About Our Client

The employer is a respected organisation in the professional services industry, known for its commitment to excellence and client satisfaction. Operating as a medium-sized firm, they provide tailored services to a diverse range of clients, ensuring high-quality standards in all areas of their expertise.

Job Description

• Support the management of private client tax portfolios, ensuring compliance and advisory needs are met.
• Provide technical guidance on tax planning opportunities to high-net-worth individuals and families.
• Prepare and review complex tax returns to ensure accuracy and timeliness.
• Assist senior management with tax advisory projects and client proposals.
• Build and maintain strong client relationships, acting as a trusted adviser.
• Mentor and support junior team members in their professional development.
• Stay updated on tax legislation changes and their potential impact on clients.
• Contribute to business development initiatives within the tax department.

The Successful Applicant

A successful Private Client Tax Assistant Manager should have:

• Professional qualifications in tax or accountancy, such as ATT, CTA, or ACA.
• Strong knowledge of private client tax compliance and advisory work.
• Experience managing client portfolios within the professional services industry.
• Excellent communication and interpersonal skills to liaise with clients effectively.
• A proactive approach to problem-solving and delivering client-focused solutions.
• A keen interest in staying informed about developments in tax legislation.

What's on Offer

• Competitive salary in the range of £40,000 to £50,000.
• Generous holiday allowance and flexible working options.
• Comprehensive benefits package, including pension and professional development support.
• An engaging and collaborative workplace in Crawley.
• Opportunities for career progression within the professional services industry.