Private Client Tax Assistant Manager – Advisory

Taxation; Wetherby; Remote; 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 to join its Private Client / Personal Tax team. The role offers a salary of £45,000 – £55,000 DOE and sits within a supportive and forward-thinking firm.

The successful candidate will manage a portfolio of private clients, prepare and review Self Assessment tax returns, and provide tax planning and advisory support.

Qualifications

• Experience in private client tax and personal tax compliance/advisory work.
• Ability to manage multiple client portfolios and meet deadlines.
• Strong communication and client-relations skills.

Responsibilities

• Managing a portfolio of personal tax clients.
• Preparation and review of Self Assessment tax returns.
• Advising clients on a range of personal tax matters.
• Providing tax planning and advisory support.
• Dealing with HMRC correspondence and enquiries.
• Reviewing work prepared by junior members of the team.
• Supporting and mentoring more junior staff.
• Building and maintaining strong client relationships.
• Assisting the Tax Manager and Partners with more complex tax work.

Skills

Private client tax

Client relationship management

Mentoring staff

Education

ATT or CTA qualification

Job description

Clark Wood is working with a well-established accountancy practice to appoint an Assistant Tax Manager to join its Private Client / Personal Tax team. The role offers a salary of £45,000 – £55,000 DOE and sits within a supportive and forward-thinking firm.

The successful candidate will manage a portfolio of private clients, prepare and review Self Assessment tax returns, and provide tax planning and advisory support.