Private Client Tax Assistant Manager

ACCA Careers; Godalming; On-site; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Generous holiday allowance

Flexible working arrangements

Career development opportunities

Job summary

ACCA Careers in Godalming is seeking a Private Client Tax Assistant Manager to lead tax advisory and compliance for a diverse client portfolio. You will manage private clients, guide on planning, review junior staff returns, and collaborate with other departments to deliver integrated solutions.

This role offers flexible working, generous holiday, and clear career development within a supportive team.

Qualifications

• Experience in a professional services tax environment.
• Strong technical knowledge of private client tax matters.
• Excellent communication skills to build client relationships.
• Proactive problem-solving with tailored client solutions.

Responsibilities

• Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.
• Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.
• Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.
• Collaborate with other departments to deliver integrated client solutions.
• Support clients with HMRC enquiries and investigations.
• Identify opportunities to enhance client service and offer value-added tax advice.
• Mentor and develop junior team members to strengthen the department's capabilities.
• Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

Education

ATT, CTA, ACA or equivalent

Job description

This is an exciting opportunity for a Private Client Tax Assistant Manager to play a pivotal role in providing exceptional tax advisory and compliance services. Based in Godalming, you will work within the tax department of a professional services firm, supporting a diverse portfolio of clients.

Client Details

This professional services firm operates within the tax industry and has a strong regional presence. As a medium-sized organisation, it is well-regarded for its expertise and commitment to delivering tailored solutions for its clients.

Description

• Manage a portfolio of private clients, ensuring efficient tax compliance and advisory services.
• Provide guidance on complex tax planning matters, including inheritance tax and capital gains tax.
• Review tax returns prepared by junior staff to ensure accuracy and compliance with regulations.
• Collaborate with other departments to deliver integrated client solutions.
• Support clients with HMRC enquiries and investigations.
• Identify opportunities to enhance client service and offer value-added tax advice.
• Mentor and develop junior team members to strengthen the department's capabilities.
• Stay updated on changes in tax legislation and communicate their implications to clients and colleagues.

Profile

A Successful Private Client Tax Assistant Manager Should Have

• A recognised tax qualification, such as ATT, CTA, ACA or equivalent.
• Experience working within a professional services environment in the tax industry.
• Strong technical knowledge of private client tax matters, including compliance and advisory services.
• Excellent communication skills to build and maintain client relationships.
• A proactive approach to problem-solving and delivering tailored client solutions.

Job Offer

• A competitive salary ranging from £45,000 to £55,000 per annum.
• Generous holiday allowance with opportunities for additional leave.
• A supportive and collaborative company culture in Godalming.
• Opportunities for career development within the tax department.
• Flexible working arrangements to support work-life balance.