Private Client Tax Assistant Manager

Blick Rothenberg; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

Blick Rothenberg, a leading firm in tax and advisory, seeks an Assistant Manager to provide client-focused, proactive service. This role involves managing client portfolios, working closely with directors, and ensuring compliance with tax regulations. Ideal candidates are CTA or ACA qualified, with opportunities for professional growth in a supportive environment.

Benefits

25 days annual leave + bank holidays

Private Medical Insurance

Pension plan

Flexible working hours

Life Assurance

Employee Referral Bonus

Learning & Development Opportunities

Opportunity to attend social events

Career Coaching

Permanent Health Insurance

Qualifications

• Must be either CTA or ACA qualified.
• Experience in managing client relationships and technical assignments.
• Ability to liaise with tax authorities (HMRC).

Responsibilities

• Providing efficient, client-focused service to meet private clients' needs.
• Managing a day-to-day client portfolio including billing.
• Reviewing personal tax returns and preparing complex compliance cases.

Skills

Client focus

Technical expertise

Proactive service

Education

CTA or ACA qualified

Job description

Are you looking to develop your career within a nurturing environment where you can flourish? Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business?

Blick Rothenberg

Blick Rothenberg are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our teams work seamlessly to provide advice throughout the life cycle of our clients. Our partner-led approach ensures that our clients receive an excellent service from a team of high-quality people who combine technical expertise with personal integrity. Our ethos is reflected in the way that we work with our clients, taking the time to understand their business and invest in the relationship to ensure that we can provide the best advice possible. We want success for our people, our clients and for our business.

In order to help preserve this winning formula, to bring it to life with our new joiners and to explain it to our clients, we have articulated our approach through the values of Collaboration, Authenticity Respect and being Dynamic. You can read more about our values here.

The role

We offer a nurturing and collaborative working culture that is caring and protecting of our people, within an environment where they can learn and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. We have clearly defined career pathways which empower you to manage your own development. We have a number of colleague-led collaborative working groups which help shape our strategy.

Key accountabilities

As an Assistant Manager your main responsibilities will be:

• Providing an efficient, client focussed and proactive service to meet the needs of private clients.
• Working with directors and managers on technical assignments.
• Managing day to day client portfolio including billing and monitoring work in progress.
• Ensuring that the firm’s risks are managed appropriately.
• Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
• To liaise proactively with clients on advisory matters.
• To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward
• To review personal tax returns prepared by more junior members of staff / prepare complex compliance cases.

You must be either CTA or ACA qualified to be considered for this opportunity.

Skills & experience

“You will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented Assistant Manager to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with the opportunity to advance your career within a dynamic business.

“

Other

Blick Rothenberg are a part of Azets, an award-winning firm of Accountants and Business Advisors operating across the UK, Nordics and the USA. Azets are a family of over 6,500 employees and have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK. This allows Blick Rothenberg to continue to deliver the high quality, partner-led service, but with greater resource that being part of a larger business provides.

Contact us

• Pension– Looking after your future self when it’s time to step back and relax.
• 25 days annual leave + bank holidays– Time to focus on what’s important to you.
• Private Medical Insurance– Taking care of your health. One less thing to worry about.
• Permanent Health Insurance– Financial protection in the event of illness or injury.
• Flexible hours of work– We’re on a mission to give you back your time, as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy.
• Life Assurance– 4 x times salary, our family is important to us, and so is yours.
• Employee Referral Bonus– We’re always looking for talented individuals to join our family.
• Employee Benefits Portal– Cashback and vouchers on everyday purchases.
• Extensive Learning & Development Opportunities– Continuous development and support not only for your professional qualifications but also for your personal goals and aspirations, so we can grow together.
• Opportunity to attend social events– Time to stop, pause and have fun.
• Career Coaching– Better never stops. Sharing our time to make the best use of yours.