Private Client Tax Assistant Manager

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

Benefits offered by this job

Competitive salary

Flexible working options

Pension

Professional development support

Crawley location

Job summary

Michael Page is seeking a Private Client Tax Assistant Manager based in Crawley to join a leading professional services firm. You will support private client portfolios, deliver compliant tax returns, and provide advisory input to high-net-worth individuals.

The role emphasizes client service, mentoring juniors, staying current with tax laws, and contributing to business development. A professional qualification such as ATT, CTA, or ACA is preferred, with strong communication and

Qualifications

• Experience in private client tax compliance and advisory work.
• Ability to manage client portfolios and deliver timely, accurate tax work.
• Strong communication and interpersonal skills for liaising with clients.

Responsibilities

• 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.

Education

ATT

CTA

ACA

Job description

This is an exciting opportunity for a Private Client Tax Assistant Manager to contribute to a leading professional services firm's tax department. Based in Crawley, this role requires a detail-oriented professional to deliver exceptional client service in private client taxation.

Client Details

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.

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.

Profile

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.

Job 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.