Private Client Tax Assistant Manager

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

Benefits offered by this job

Salary based on experience

Generous holiday

Career progression

Training & development

Supportive environment

Job summary

ACCA Careers in Guildford seeks a Private Client Tax Assistant Manager to provide tailored tax advice and compliance services to a portfolio of private clients, including high-net-worth individuals and trusts. You will review returns, offer proactive planning, and collaborate across departments to deliver seamless service.

The role emphasizes managing multiple tasks, maintaining up-to-date tax knowledge, and contributing to training junior staff in a supportive professional services environment.

Qualifications

• A recognised professional tax or accountancy qualification (CTA, ACA, ACCA).
• Strong technical knowledge of private client tax matters, including compliance and advisory work.
• Experience managing a diverse portfolio of private clients within the professional services industry.
• Excellent communication skills, with the ability to explain complex tax matters clearly to clients.
• Proven ability to manage multiple tasks and meet deadlines effectively.

Responsibilities

• Provide tax compliance and advisory services to a portfolio of private clients, including high-net-worth individuals and trusts.
• Review tax returns prepared by junior team members, ensuring accuracy and adherence to current legislation.
• Offer proactive tax planning advice to clients to help them achieve their financial goals.
• Collaborate with other departments to ensure a seamless service for clients across the professional services spectrum.
• Assist in identifying opportunities to grow the firm's tax client base within Guildford and surrounding areas.
• Support the training and development of junior staff, sharing knowledge and expertise.
• Maintain up-to-date knowledge of relevant tax legislation and industry developments.
• Ensure all work is completed within deadlines and complies with internal quality standards.

Skills

Tax advisory

Tax compliance

Client communication

Deadline management

Education

CTA/ACA/ACCA

Job description

This Private Client Tax Assistant Manager role in Guildford involves providing tailored tax advice and compliance services to a range of private clients. The position is ideal for someone looking to enhance their expertise in the professional services industry within a supportive and collaborative environment.

Client Details

This role is with a top tier accountancy services firm that offers a broad range of tax, audit, and consultancy services. With a strong presence in Guildford, the firm is committed to delivering high-quality solutions tailored to the needs of its clients.

Description

• Provide tax compliance and advisory services to a portfolio of private clients, including high-net-worth individuals and trusts.
• Review tax returns prepared by junior team members, ensuring accuracy and adherence to current legislation.
• Offer proactive tax planning advice to clients to help them achieve their financial goals.
• Collaborate with other departments to ensure a seamless service for clients across the professional services spectrum.
• Assist in identifying opportunities to grow the firm's tax client base within Guildford and surrounding areas.
• Support the training and development of junior staff, sharing knowledge and expertise.
• Maintain up-to-date knowledge of relevant tax legislation and industry developments.
• Ensure all work is completed within deadlines and complies with internal quality standards.

Profile

A Successful Private Client Tax Assistant Manager Should Have

• A recognised professional tax or accountancy qualification (CTA, ACA, ACCA).
• Strong technical knowledge of private client tax matters, including compliance and advisory work.
• Experience managing a diverse portfolio of private clients within the professional services industry.
• Excellent communication skills, with the ability to explain complex tax matters clearly to clients.
• Proven ability to manage multiple tasks and meet deadlines effectively.

Job Offer

• A competitive salary range of £45,000 to £55,000 per annum, based on experience.
• Generous holiday allowance, ensuring a good work-life balance.
• Opportunities for career progression within a professional services firm.
• Access to ongoing training and development programmes to enhance your skills.
• A supportive and collaborative working environment in Guildford.