Private Client Tax Assistant Manager

Rutherford Briant Recruitment; Ipswich; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Progression opportunities

Professional development

Diversity & inclusion

Job summary

Rutherford Briant is recruiting a Private Client Tax Assistant Manager to join the Ipswich team of a leading accountancy practice. This is a great opportunity to take on more responsibility across a varied private client portfolio while developing technical, leadership and client management experience.

You will manage portfolios, review complex tax returns, build strong client relationships and mentor junior staff. There is also scope for business development and growth within the team.

Qualifications

• Experience in Private Client Tax, ideally within an accountancy practice.
• ATT/CTA/ACA/ACCA qualification or equivalent experience.
• Strong technical knowledge with excellent communication and client management skills.

Responsibilities

• Managing a portfolio of private clients, including more complex personal tax affairs, ensuring high-quality and compliant work is delivered
• Reviewing complex Private Client tax returns, tax packs and correspondence before they are issued to clients
• Building strong client relationships, responding to queries and providing practical tax advice and support
• Delegating and reviewing work across the team, supporting junior colleagues and helping to develop their technical skills
• Supporting business development activity through networking, identifying opportunities and helping to build new client relationships

Skills

Portfolio management

Tax compliance

Client management

Team leadership

Education

ATT/CTA/ACA/ACCA qualified, part-qualified or qualified by experience

Job description

Are you an experienced Private Client Tax professional looking for the next step in your career?

We are currently recruiting for a Private Client Tax Assistant Manager to join the Ipswich team of a leading accountancy practice. This is a great opportunity for someone looking to take on more responsibility across a varied private client portfolio while developing their technical, leadership and client management experience.

Responsibilities

• Managing a portfolio of private clients, including more complex personal tax affairs, ensuring high-quality and compliant work is delivered
• Reviewing complex Private Client tax returns, tax packs and correspondence before they are issued to clients
• Building strong client relationships, responding to queries and providing practical tax advice and support
• Delegating and reviewing work across the team, supporting junior colleagues and helping to develop their technical skills
• Supporting business development activity through networking, identifying opportunities and helping to build new client relationships

Requirements

• Strong experience within Private Client Tax, ideally gained within an accountancy practice
• ATT/CTA/ACA/ACCA qualified, part-qualified or qualified by experience
• Strong technical knowledge with excellent communication, organisational and client management skills

Benefits

• Opportunity to manage a varied portfolio of private clients
• Increased responsibility across team management and client relationships
• Excellent opportunities for progression and professional development

If you're currently a Private Client Tax Senior and looking to take that next step into an Assistant Manager position, this could be a great opportunity to consider,

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.