Private Client Tax Assistant Manager | Hybrid (Yeovil)

Michael Page; Yeovil; Hybrid; GBP 35,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Parking

Flexible hours

Competitive benefits

Job summary

Michael Page is assisting a leading Yeovil-based chartered accountancy practice in recruiting a Personal Tax Assistant Manager. The role offers career progression and increasing responsibility, with exposure to wide-ranging tax planning and advisory work alongside the firm's senior management.

You will manage a portfolio of HNWIs and private clients, handle compliance, and contribute to tax planning projects including IHT and estate planning, developing client relationships across the firm.

Qualifications

• Experience in personal tax for high net worth individuals (HNWIs) and private clients.
• Ability to develop tax advisory skills alongside compliance duties.

Responsibilities

• Prepare and review personal tax compliance for a portfolio of HNWIs and private clients.
• Involve in tax planning projects including IHT and estate planning.
• Develop relationships with clients and colleagues across the firm.

Education

ATT/CTA/STEP/ACA

Job description

Michael Page is assisting a leading Yeovil-based chartered accountancy practice in recruiting a Personal Tax Assistant Manager. The role offers career progression and increasing responsibility, with exposure to wide-ranging tax planning and advisory work alongside the firm's senior management.

You will manage a portfolio of HNWIs and private clients, handle compliance, and contribute to tax planning projects including IHT and estate planning, developing client relationships across the firm.