Private Client Tax Assistant Manager

Michael Page Finance; Crawley; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading professional services firm in Crawley is seeking a Private Client Tax Assistant Manager. In this role, you will manage private client tax portfolios and deliver exceptional client service. Candidates should have experience with high-net-worth individuals and a strong attention to detail. This position offers a unique opportunity to contribute to business development initiatives within the tax department.

Qualifications

• Experience managing private client tax portfolios.
• Knowledge of tax planning for high-net-worth individuals.
• Strong attention to detail in preparing tax returns.

Responsibilities

• Support management of private client tax portfolios.
• Provide guidance on tax planning opportunities.
• Prepare and review complex tax returns.
• Assist seniors with tax advisory projects.
• Build client relationships as a trusted adviser.
• Mentor junior team members.

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 ...