Private Client Tax Assistant Manager

Affinia; Greater London; Hybrid; GBP 55,000 - 90,000; Full time

Benefits offered by this job

3 extra holidays per year

Auto enrolment Pension Scheme

Death in Service

Professional membership support

Paycare benefits

Agile/Hybrid Working Policy

Job summary

Affinia, the UK’s largest purpose-led accountancy firm, is seeking a technically strong tax professional to manage a varied client portfolio from London. You will deliver high-quality tax compliance services and support advisory projects for High Net Worth individuals and internationally connected clients.

Ideal candidates have ATT or CTA progress, about 4+ years in tax, and strong UK personal taxation knowledge.

Qualifications

• ATT qualified or CTA/CTA progress

Responsibilities

• Preparing complex personal and partnership tax returns.
• Building strong client relationships as the day-to-day contact.
• Liaising with HMRC on tax matters, including drafting responses to HMRC enquiries and disclosures under the Worldwide Disclosure Facility.
• Identifying tax planning opportunities and supporting advisory projects.
• Reviewing work prepared by junior team members and providing constructive feedback.
• Supporting the development and mentoring of trainees and junior staff.
• Working collaboratively with colleagues across tax, accounts and audit.
• Contributing to business development initiatives and identifying opportunities to add value to clients.
• Supporting the management of workflow, budgets, recoverability and client deadlines.

Skills

ATT qualified

CTA qualified

Tax experience

UK personal taxation

Client relationships

Communication

Job description

Location: Hybrid / London, UK
job type: Permanent / Full-time
Sector and subsector: Tax & Practice | General Practice
Salary: Competitive salary

Affinia is the UK’s largest purpose-led, purpose-built Accountancy firm, focused on building stronger, more valuable relationships. With over 1600 colleagues across the East, Southeast, London and the Midlands, we are dedicated to supporting our clients, colleagues and communities.

We advise businesses, public sector organisations, charities and individuals throughout the UK and internationally across six Service Lines - Accountancy & Advisory, Tax and Planning, Audit & Assurance, Corporate Finance, Payroll and Corporate Recovery. Our team also offer in-depth sector expertise across a number of sectors, ensuring our clientsreceive the best short to medium and long-term advice, tailored to them. We are committed to delivering excellence in every aspect of our work, adapting to the evolving technology and regulatory landscape while consistently exceeding client expectations.

Our people are our most valuable asset. We are therefore committed to supporting our colleagues throughout their professional development, providing guidance and training at whatever stage of their career they join us

The Role

This role will be based in London

Depending on your experience, you will take responsibility for managing a varied portfolio of clients, delivering high-quality tax compliance services, and supporting a wide range of advisory projects.

The client portfolio includes High Net Worth Individuals, internationally connected clients with foreign income and gains, non-UK residents, LLPs, business owners and partnerships.

Key responsibilities will include:

• Preparing complex personal and partnership tax returns.
• Building strong client relationships and acting as a trusted day-to-day contact.
• Liaising with HMRC on a variety of tax matters, including drafting responses to HMRC enquiries and drafting disclosures to HMRC under the Worldwide Disclosure Facility.
• Identifying tax planning opportunities and supporting advisory projects.
• Reviewing work prepared by junior team members and providing constructive feedback.
• Supporting the development and mentoring of trainees and junior staff.
• Working collaboratively with colleagues across tax, accounts and audit.
• Contributing to business development initiatives and identifying opportunities to add value to clients.
• Supporting the management of workflow, budgets, recoverability and client deadlines.

About You

We are keen to speak with candidates who are technically strong, commercially aware and passionate about delivering excellent client service.

You will ideally have:

• ATT qualified or working towards CTA/ CTA qualified (or nearing completion).
• Around 4+ years' tax experience in practice.
• Strong knowledge of UK personal taxation.
• Experience preparing and reviewing tax compliance work.
• Excellent communication and organisational skills.
• Confidence in managing client relationships and work allocation.
• A proactive approach and a desire to develop your advisory experience.
• A willingness to coach, mentor and develop junior team members.

Core Benefits

At Affinia, our culture is driven by ambition and a commitment to positively impact all the communities we serve. We are dedicated to the success, development, and wellbeing of our colleagues, helping them achieve their goals and seize the opportunities that come with our growth. Alongside a flexible and inclusive work environment, we offer the following core benefits:

Opportunity to purchase 3 extra days holiday per year

Auto enrolment Pension Scheme with True Potential

Death in Service

Professional membership support

Paycare – claim money back for Dental / Optical / Professional Therapies

Agile/Hybrid Working Policy

Dress for your Diary Policy

Please note that this job profile is not an exhaustive list of duties but merely an outline of the key components of the role. You may be required by your line manager to take on additional responsibilities when requested.

Affinia is committed to being an Equal Opportunity Employer. Our policy is unequivocal: we do not tolerate discrimination based on age, disability, sex, race, religion, or belief, gender reassignment, marriage or civil partnership, pregnancy, or maternity, or sexual orientation. We pride ourselves on being an inclusive organisation that actively promotes equality of opportunity for all, valuing the right mix of talent, skills, and potential. We welcome applications from a diverse range of candidates, and selection for roles is based solely on individual merit.

Recruitment Privacy Notice

Affinia will use the personal data you provide for recruitment purposes, including assessing suitability, communicating with you, arranging interviews, and completing pre-employment checks. Our lawful bases include contractual necessity, legal obligations, and our legitimate interests in managing recruitment.

For full details on how we handle personal data, please see our Privacy Policy: https://www.affinia.co.uk/privacy-policy/