Private Client Tax Compliance Assistant Manager

Cooper Parry; Birmingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading UK accountancy firm is seeking an Assistant Manager in Birmingham to manage personal tax clients and drive innovative compliance solutions. The ideal candidate will be a qualified tax professional with strong client management skills and a passion for embracing automation. Join a rapidly growing team that's challenging the norms of the tax industry while enjoying flexible working arrangements and a host of employee benefits.

Benefits

Flexible working arrangements

Tailored training opportunities

Wellbeing programs

Volunteering opportunities

CP Pay & Perks platform

Qualifications

• Qualified tax professional (ATT, CTA) with experience in private client compliance.
• Client-obsessed with a knack for building trust.
• Excited by automation and innovative practices.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare CGT calculations and handle client queries.
• Support the rollout of automation tools.

Skills

Client management

Tax compliance knowledge

Change management

Automation proficiency

Relationship building

Education

ATT or CTA qualification

Experience in private client compliance

Job description

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About the role...

This isn't just another tax job.

We're Cooper Parry - the UK's largest accountancy B Corp - and we're flipping the script on what it means to work in tax. Our Private Client team is evolving into a national powerhouse, and we're on the hunt for an Assistant Manager to bring fresh thinking, and serious client skills to one of our offices. This role isn't about churning out tax returns. It's about adding value, embracing automation, and helping shape the future of tax compliance.

Why this role exists

Following some exits/retirements and us coming together as a National team following various acquisitions, we're injecting new energy into Manchester.

About you...

What you'll be doing

• Managing a portfolio of personal tax clients, with some partnership and trust work thrown in.
• Including preparing CGT calculations, handling client queries and keeping clients up to date with recent tax changes.
• Supporting the rollout of automation tools (yes, we've got a bot named Petar).
• Adding value to the team by challenging and driving change.
• Collaborating with a national team to deliver a seamless, tech-enabled compliance process.

What we're looking for

• A qualified (including ATT, CTA) or experienced tax pro with private client compliance knowledge.
• Someone who's client-obsessed - you know how to build trust and add value beyond the return.
• A change-maker who's excited by automation, innovation, and doing things differently.
• A cultural fit - ambitious, collaborative, and not afraid to challenge the status quo.

About us...

We work with privately owned, not for profit and multi-national businesses across the UK to help them become more aware of their financial position, become more financially efficient, help them grow and much more. But we're no ordinary firm of accountants and business advisers.

We're straight-talking and put people and relationships before products and services. This is what's made us the fastest growing firm of accountants in the UK... and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• Partnered with Waterland Private Equity since July 2022, and are now on a lightning-fast growth journey
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards and 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

What's in it for you...

We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.

We put our people at the heart of our culture. If our people love working here then they do amazing work, that's why we offer things like:

• A streamlined, client-focused service free from unnecessary red tape
• Supported development with tailored training to help you learn and progress
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities' employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for recruitment agencies...

Agencies, we love you... but unsolicited CV's will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us - please send a message to the Talent Acquisition team, should we have anything we need additional support on we will reach out to you.

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