Private Client Tax – Assistant Manager

Clark Wood - Tax Recruitment; Wetherby; On-site; GBP 45,000 - 55,000; Full time

Job summary

Clark Wood is working with a well-established accountancy practice to appoint an Assistant Tax Manager in the Private Client/Personal Tax team. The role involves managing a portfolio of private clients, preparing and reviewing Self Assessment tax returns, and advising on a range of personal tax matters.

The ideal candidate will be ATT or CTA qualified with solid private client experience, with CTA qualification being advantageous, and will mentor junior staff while supporting the Tax Manager and

Qualifications

• ATT or CTA qualification is required.
• Solid private client tax experience in a UK accountancy practice.
• Experience managing personal tax portfolios and reviewing Self Assessments.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and review Self Assessment tax returns.
• Advise clients on personal tax matters and planning.

Skills

Portfolio management

Self Assessment

Tax advisory

Client relationship management

Mentoring juniors

HMRC correspondence

Education

ATT or CTA qualification

UK accountancy practice experience

Job description

Clark Wood is working with a well-established accountancy practice to appoint an Assistant Tax Manager in the Private Client/Personal Tax team. The role involves managing a portfolio of private clients, preparing and reviewing Self Assessment tax returns, and advising on a range of personal tax matters.

The ideal candidate will be ATT or CTA qualified with solid private client experience, with CTA qualification being advantageous, and will mentor junior staff while supporting the Tax Manager and