Private Client Tax Assistant Manager

Rutherford Briant; Ipswich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established firm in Ipswich is seeking a Private Client Tax Assistant Manager. This role involves managing high-net-worth client portfolios, preparing tax returns, and supporting tax planning. The ideal candidate is fully qualified (CTA, ACA, or ACCA) with experience in personal tax. Opportunities for career progression are part of the role.

Benefits

Career progression opportunities

Qualifications

• Fully qualified (CTA, ACA, or ACCA)
• Experience in personal/private client tax
• Proven experience managing a client portfolio

Responsibilities

• Manage a portfolio of clients including HNWIs, trusts, and estates
• Prepare and review tax returns and associated documents
• Identify and support delivery of tax planning opportunities
• Handle HMRC enquiries and resolve client tax issues
• Supervise and mentor junior staff

Skills

Client portfolio management

Tax return preparation

Advisory delivery

Supervision of junior staff

Education

CTA, ACA or ACCA qualification

Job description

Are you looking for your next step within tax?

The client is a well-established firm, within Ipswich. They work with a range of individuals from high-net-worth clients to estates and business owners. They are looking to grow their tax team by recruiting a Private Client Tax Assistant Manager.

Responsibilities:

As a Private Client Tax Assistant Manager, you will...

• Manage a portfolio of clients including HNWIs, trusts, and estates
• Prepare and review tax returns, CGT computations, IHT accounts, and trust returns
• Identify and support delivery of tax planning and advisory opportunities for clients
• Handle HMRC enquiries and liaise with clients to resolve tax issues efficiently
• Supervise and mentor junior staff, reviewing their work and supporting their development

Requirements:

As a Private Client Tax Assistant Manager, you will need...

• CTA, ACA or ACCA fully qualified
• Experience with personal/private client tax in a practise
• Experience managing a client-portfolio

As a Private Client Tax Assistant Manager, you will get...

• Career progression opportunities

Are you fully qualified looking for your next challenge? If so, apply here now.

Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.