Private Client Tax Assistant Manager - Flexible Remote

Pro-Tax; Birmingham; On-site; GBP 46,000 - 55,000; Full time

Job summary

A leading provider of personal tax services in Birmingham is seeking a Private Client Tax Assistant Manager. This role requires managing a portfolio of high net worth clients and providing expertise in inheritance tax and capital gains tax. The ideal candidate will hold the ATT qualification and enjoy flexible remote work options. This role offers clear career progression within a top firm in the South of England.

Benefits

Flexible working hours

Comprehensive training programme

Qualifications

• Experience managing a portfolio of private clients.
• Commitment to maintaining high standards.
• Clear understanding of non-domiciled issues.

Responsibilities

• Provide expert tax advice to high net worth clients.
• Manage inheritance tax and capital gains tax issues.
• Deliver exceptional relationship management.

Skills

Client relationship management

Expertise in inheritance tax and capital gains tax

Knowledge of Trusts

Tax compliance knowledge

Education

ATT qualification

Job description

A leading provider of personal tax services in Birmingham is seeking a Private Client Tax Assistant Manager. This role requires managing a portfolio of high net worth clients and providing expertise in inheritance tax and capital gains tax. The ideal candidate will hold the ATT qualification and enjoy flexible remote work options. This role offers clear career progression within a top firm in the South of England.