Private Client Tax Services Assistant Manager

TN United Kingdom; Guildford; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Private Client Tax Assistant Manager to join their collaborative team in Guildford. This role offers the opportunity to work with a variety of clients, including high-net-worth individuals and partnerships, focusing on advisory and compliance tasks. You will be responsible for preparing tax returns, managing client portfolios, and identifying planning opportunities. With a hybrid working model and a range of benefits including private medical insurance, generous holidays, and professional training, this position is perfect for those looking to advance their career in a supportive environment.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Experience in a professional services firm is essential.
• Strong knowledge of personal tax compliance and planning/advisory work.

Responsibilities

• Preparing tax returns for a diverse portfolio of clients.
• Managing compliance, accounts, and tax computations.
• Identifying planning opportunities and preparing client reports.

Skills

Personal Tax Compliance

Advisory Work

Client Management

Education

ACA

ATT

CTA

Job description

Social network you want to login/join with:

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Client:

SW Group

Location:

Guildford, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

7ffa3268206b

Job Views:

3

Posted:

10.05.2025

Expiry Date:

24.06.2025

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Job Description:

This role involves working as a Private Client Tax Assistant Manager in Guildford, focusing on a variety of clients including OMBs, HNWI, Partners in Partnerships, Non-Doms, and Sole Traders. The responsibilities include advisory and compliance work, preparing tax returns, managing client portfolios, identifying planning opportunities, and overseeing administration and billing.

The office is conveniently located within walking distance from the train station, with parking available nearby. The team is friendly, collaborative, and actively participates in charity, networking, and social events.

Key responsibilities:

• Preparing tax returns for a diverse portfolio of clients.
• Managing compliance, accounts, and tax computations.
• Identifying planning opportunities and preparing client reports.
• Managing WIP and client billing.

Qualifications and experience:

• Experience in a professional services firm.
• Strong knowledge of personal tax compliance and some exposure to planning/advisory work.
• ACA / ATT / CTA or equivalent qualification.

Additional benefits include:

• Competitive salary, private medical insurance, life assurance, pension contributions.
• Hybrid working model (role dependent), generous holiday package, and options to purchase additional holidays.
• Shared parental leave, fully funded professional training, cycle to work scheme, season ticket loan, and eye care support.

SW Group values diversity and is committed to creating an inclusive workplace. Reasonable adjustments are available during the application process upon request.