Private Client Tax Services Assistant Manager

TN United Kingdom; Newcastle upon Tyne; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is looking for a Private Client Tax Services Assistant Manager to join their Newcastle team. This role involves supervising tax staff, preparing tax returns, and managing client relationships. The ideal candidate will possess an ATT qualification and have a solid understanding of Private Client and Partnership Tax. With a focus on compliance and client advisory, this position offers a dynamic work environment with opportunities for professional development. Enjoy a competitive salary and a range of benefits, including hybrid working options and generous holiday allowances.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday allowance

Option to purchase additional holidays

Shared parental leave

Fully funded professional training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• ATT qualification is essential for this role.
• Experience in Private Client and Partnership Tax is highly valued.

Responsibilities

• Prepare and review tax returns and manage HMRC inquiries.
• Supervise tax staff and ensure compliance work is completed on time.

Skills

ATT qualification

Knowledge of Private Client and Partnership Tax

Strong IT skills

Good written communication skills

Interpersonal skills

Tools

Microsoft Office

Job description

Private Client Tax Services Assistant Manager, Newcastle upon Tyne

Client: SW Group

Location: Newcastle upon Tyne, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Reference: df4c3788c8d0

Job Views: 3

Posted: 10.05.2025

Expiry Date: 24.06.2025

Job Description

We are seeking a talented individual to join our Private Client Tax team in Newcastle. The team manages compliance and tax advice for a client allocation. The role involves supervising tax staff, assisting with client work, and handling technical and administrative issues.

Responsibilities include:

• Preparing and reviewing tax returns
• Managing HMRC enquiries and correspondence
• Ensuring compliance work is completed on time, monitoring deadlines and elections
• Preparing complex tax computations and supervising simpler ones
• Drafting reports for clients on advisory matters
• Managing billing and budgets
• Attending training to maintain technical knowledge
• Meeting client deadlines and adhering to procedures
• Supporting partners with fee quotes and business growth

Qualifications

To succeed, you should have:

• ATT qualification
• Knowledge of Private Client and Partnership Tax, with some planning experience
• Strong IT skills, including Microsoft Office
• Good written communication skills
• Interpersonal skills for liaising with clients and staff

Desired Skills

• Tax advisory experience
• Experience managing a small client portfolio

Additional Benefits

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday allowance
• Option to purchase additional holidays
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. Reasonable adjustments are available during the application process. Please inform your Recruiter of any needs.