Private Client Tax Assistant Manager / Manager in Salisbury)

Austin Rose Associates Limited; Salisbury; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading accounting firm in Salisbury seeks a Private Client Tax Assistant Manager/Manager. This role offers opportunities for growth, flexibility, and involvement with various tax planning areas, including Income tax and Trusts. Ideal candidates will possess CTA qualifications and have significant experience managing complex client portfolios.

Benefits

Paid overtime

30 days holiday

Hybrid working (50% working from home)

Private medical

Qualifications

• 6 years Private Client Tax experience.
• Experience in advising on Income tax, Capital Gains tax, Inheritance tax, and Trusts.

Responsibilities

• Manage a diverse portfolio of clients, including individuals, business owners, and trustees.
• Oversee the preparation and submission of Self-Assessment and other returns.
• Identify opportunities for cross-selling tax and other services.

Skills

Client management

Tax advisory

Time management

Multi-tasking

Education

CTA qualification

ATT qualification

Job description

Private Client Tax Assistant Manager / Manager +ndash; Top 15 Firm +ndash; Salisbury

Are you a Private Client Assistant Manager looking to take a step up or an experienced manager seeking long term career progression? Do you want the opportunity to get involved with Trusts Tax? Are you seeking a firm that values flexibility?

Our client is a Top 15 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.

Private Client Tax Asst Manager / Manager responsibilities will include:

Managing a diverse portfolio of clients, including individuals, business owners, and trustees

Identifying planning opportunities and deliver proactive advice, in areas such as Income tax, Capital Gains tax, Inheritance tax, and the taxation of Trusts

Overseeing the preparation and submission of Self-Assessment and other returns for the office

Participating in internal operational and strategic discussions regarding service offering

Identifying opportunities for cross-selling tax and other services

Managing financial responsibilities, budgets, billing and collection, as required to support colleagues

As a Private Client Tax Asst Manager / Manager you will be/have:

CTA qualified, or ATT, although qualified by experience will be considered, and experience at Assistant Manager/Manager level

Proven ability to manage a varied and complex portfolio of private clients

Experience in advising clients on various tax matters, including Income tax, Capital Gains tax, Inheritance tax, and Trusts

Ability to manage time and meet deadlines, prioritise work and multi-task

6 years Private Client Tax experience

In return, as a Private Client Tax Asst Manager / Manager, you will receive:

Paid overtime

30 days holiday

Hybrid working (50% working from home)

Private medical

If you are looking for Private Client Tax Asst Manager / Manager jobs in Wiltshire, please contact Austin Rose, the public practice recruitment specialists.