Private Client Tax Assistant Manager

ACCA Careers; Crawley; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Pension

Flexible working options

Generous holiday allowance

Professional development support

Job summary

ACCA Careers in Crawley is seeking a Private Client Tax Assistant Manager to strengthen the tax department of a leading professional services firm. The role focuses on managing private client portfolios, delivering compliance and advisory services, and building trusted client relationships.

The successful candidate will guide on tax planning for high-net-worth individuals, review complex returns, mentor junior staff, and contribute to business development within the tax team.

Qualifications

• ATT/CTA/ACA or equivalent tax/accountancy qualification.
• Strong knowledge of private client tax compliance and advisory work.
• Experience managing client portfolios in the professional services industry.
• Excellent communication and interpersonal skills to liaise with clients effectively.
• Proactive approach to problem-solving and delivering client-focused solutions.
• Keen interest in developments in tax legislation.

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.

Skills

Attention to detail

Client relationship management

Communication skills

Mentoring

Tax compliance knowledge

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.

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.