Private Client Tax - Assistant Manager

SW Group; North East; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Une entreprise de services fiscaux de premier plan recherche un Assistant Manager pour rejoindre son équipe de Newcastle. Le candidat idéal supervisera les déclarations fiscales, adressera les questions des clients et gérera divers aspects de la conformité fiscale. Des qualifications de l'ATT et des compétences interpersonnelles solides sont nécessaires pour réussir dans ce poste au sein d'une équipe dynamique et diversifiée.

Benefits

Assurance médicale privée

Contribution au régime de retraite

Modèle de travail hybride

Formation entièrement financée

Programme de prêts saisonniers

Qualifications

• Connaissance de la fiscalité des clients privés et de partenariat.
• Expérience en gestion de portefeuille client.
• Compétences en planification fiscale.

Responsibilities

• Préparer et revoir les déclarations fiscales.
• Gérer les enquêtes HMRC et la correspondance.
• Superviser le travail de conformité pour les clients.

Skills

Communication écrite

Compétences interpersonnelles

Compétences en informatique

Education

ATT qualification

Tools

Microsoft Office

Job description

Social network you want to login/join with:

Private Client Tax - Assistant Manager, Newcastle upon Tyne

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Client:

SW Group

Location:

Newcastle upon Tyne, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

b120264cbeb1

Job Views:

5

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Job Description

What will you be doing?

We’re seeking a talented individual to join our Private Client Tax team in Newcastle, which is responsible for managing the compliance and tax advice process for a client allocation. Supervise tax staff, assisting with client work and deal with technical and administrative issues.

As an Assistant Manager, your responsibilities will include among others

• Prepare tax returns and in some cases review tax returns
• Manage HMRC enquiries and draft or review HMRC correspondence
• Responsibility for compliance work on clients and monitor time limits and elections for compliance portfolio
• Prepare complex tax computations and supervise preparation of simple tax computations
• Prepare reports for clients in relation ad hoc advisory matters
• Responsible for billing and monitoring budgets
• Knowledge share and maintain technical knowledge by attending internal training sessions
• Ensure relevant client deadlines are met and S&W procedures are adhered to
• Assist the partners with fee quotes and growing the business

Qualifications

To be successful in this role, you should:

• ATT qualified
• Knowledge of Private Client and Partnership Tax and some planning experience
• Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint
• Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
• Must have good inter-personal skills to be able to liaise with clients and other staff members

Desired

• Some tax advisory experience
• Evidence of managing a small client portfolio

Additional Information

As a colleague here at S&W you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.