Private Client Tax Assistant Manager - Client Advisory Lead

Michael Page; Bury St Edmunds; Presencial; GBP 37.000 - 48.000; Jornada completa

Descripción de la vacante

Michael Page in the United Kingdom invites applications for a Private Client Tax Assistant Manager based in Bury St Edmunds. You will manage a portfolio of private client tax cases and provide tailored advice to optimise clients' finances.

You will prepare and review self-assessment returns, assist in tax planning projects, mentor junior team members, and stay updated on tax legislation to ensure compliance and client satisfaction.

Formación

• Strong background in private client tax within professional services.
• Experience in preparing and reviewing self-assessment tax returns.
• Excellent communication skills to interact with clients and team members.
• Up-to-date knowledge of tax legislation.
• A relevant qualification in accounting or tax.

Responsabilidades

• Manage a portfolio of private client tax cases, ensuring compliance and accuracy.
• Provide tailored tax advice to clients, helping them achieve their financial goals.
• Prepare and review self-assessment tax returns.
• Support with tax planning and advisory projects.
• Act as the main point of contact for client queries and communications.
• Identify opportunities for tax efficiencies and improvements in client processes.
• Assist in mentoring and developing junior team members.
• Stay updated on changes to tax legislation and ensure clients remain compliant.

Conocimientos

Private client tax

Self-assessment returns

Client communication

Tax legislation knowledge

Educación

Accounting or tax qualification

Descripción del empleo

Michael Page in the United Kingdom invites applications for a Private Client Tax Assistant Manager based in Bury St Edmunds. You will manage a portfolio of private client tax cases and provide tailored advice to optimise clients' finances.

You will prepare and review self-assessment returns, assist in tax planning projects, mentor junior team members, and stay updated on tax legislation to ensure compliance and client satisfaction.