Private Client Tax Assistant Manager

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

Benefits offered by this job

Competitive salary

Holiday allowance

Flexible working

Pension

Professional development

Career progression

Collaborative workplace

Job summary

Page Personnel is partnering with a well-established accountancy firm in Crawley to recruit a Private Client Tax Assistant Manager. You will manage private client tax portfolios, provide advisory support to high-net-worth individuals, and prepare complex tax returns with accuracy and timeliness.

You’ll mentor junior staff, stay updated on tax legislation, and contribute to client proposals and business development within the tax team. Competitive salary and benefits on offer.

Qualifications

• Professional qualifications in tax or accountancy (ATT/CTA/ACA).
• Experience managing client portfolios within 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

Private client tax knowledge

Client advisory

Communication skills

Problem-solving

Education

ATT/CTA/ACA qualifications

Job description

• 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.

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