Private Client Tax Assistant Manager

Insite Group; West of England; Hybrid; GBP 55,000 - 80,000; Full time

Job summary

Insite Group invites applications for an enthusiastic Private Client Tax Assistant Manager to support a portfolio of trusts, estates and high-net-worth clients. You will own a diverse mix of responsibilities, including trust accounting, tax compliance and advisory work, while building relationships with trustees and advisers.

You will manage client relationships, review trust accounts and returns, and contribute to inheritance tax planning and estate administration projects.

Qualifications

• Qualified with ATT/CTA/ACA/ACCA or equivalent
• Strong knowledge of trust accounts preparation and trust taxation
• Experience managing client relationships and delivering high-quality work

Responsibilities

• Manage a portfolio of trust and estate clients, acting as key contact for trustees, beneficiaries and advisers
• Review and oversee the preparation of annual trust accounts and trust tax returns
• Review personal tax returns and support complex compliance matters
• Prepare and review inheritance tax returns, capital gains tax computations and 60-day property reporting obligations
• Meet with clients to understand needs and provide practical tax and trust-related advice
• Draft reports, technical advice and correspondence for clients and intermediaries
• Identify tax planning opportunities relating to trusts, estates and succession planning
• Liaise with HMRC, solicitors and advisers
• Review work of junior team members and support their development
• Manage workflow and deadlines; maintain high standard of client service

Skills

Trust accounting

Tax compliance

Advisory services

Client relationship management

Attention to detail

Education

ATT/CTA/ACA or ACCA qualified

Job description

I'm looking for an enthusiastic tax professional to join my clients Private Client Tax team, supporting a portfolio of trusts, estates and high-net-worth clients.

This is an opportunity to take ownership of a diverse portfolio, providing trust accounting, tax compliance and advisory services while building strong relationships with trustees, beneficiaries and professional advisers. You'll work on a broad range of matters, from trust accounts and tax returns through to inheritance tax planning, estate administration support and succession planning projects. You will also have an opportunity to manage your own client portfolio, and support the development of junior team members, whilst contributing to the continued success and growth of the team.

Job Title: Private Client Tax Assistant Manager

Location: City of Bristol - hybrid working model

Day-to-day responsibilities:

• Managing a portfolio of trust and estate clients, acting as a key point of contact for trustees, beneficiaries and professional advisers
• Reviewing and overseeing the preparation of annual trust accounts and trust tax returns
• Reviewing personal tax returns and supporting more complex compliance matters
• Preparing and reviewing inheritance tax returns, capital gains tax computations and 60-day property reporting obligations
• Meeting with clients to understand their needs and provide practical tax and trust-related advice
• Drafting reports, technical advice and correspondence for clients and intermediaries
• Identifying tax planning opportunities relating to trusts, estates and succession planning
• Liaising confidently with HMRC, solicitors, financial advisers and other professional contacts
• Reviewing the work of junior team members and supporting their development
• Managing workflow and ensuring client deadlines are met
• Maintaining a high standard of client service and building long-term relationships

The Individual:

• ATT, CTA, ACA or ACCA qualified (or equivalent) with relevant experience in trust accounts and private client tax
• Strong technical knowledge of trust accounts preparation and trust taxation
• Experience managing client relationships and delivering work to a high standard
• Familiar with inheritance tax, capital gains tax and related trust and estate matters
• Comfortable reviewing the work of others and supporting the development of junior colleagues
• Organised and able to prioritise workloads effectively to meet deadlines
• Professional and discreet, with the ability to build rapport quickly with clients and professional contacts