Private Client Tax Services Assistant Manager

TN United Kingdom; Salisbury; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading company in Salisbury is seeking a newly qualified Assistant Manager to join their Private Tax team. The role involves managing client portfolios, ensuring compliance, and identifying planning opportunities. This is an excellent opportunity for career development in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded professional qualification training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Experience within a professional services firm.
• Knowledge of private client tax issues.

Responsibilities

• Managing a portfolio of clients including sole traders and partnerships.
• Completing compliance, accounts, tax returns, and computations.
• Preparing client reports and attending client meetings.

Skills

Self-motivated

Organized

Eager to learn

Team player

Education

Newly Qualified Chartered Accountant

Chartered Tax Adviser

Job description

Social network you want to login/join with:

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Client:

SW Group

Location:

Salisbury, United Kingdom

Job Category:

Customer Service

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EU work permit required:

Yes

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Job Reference:

9768ea51f2a4

Job Views:

4

Posted:

12.05.2025

Expiry Date:

26.06.2025

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Job Description:

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, responsible for delivering annual tax compliance work for a diverse portfolio of clients.

As an Assistant Manager, you will be part of the delivery team handling client compliance, planning work, routine checks, and practice development. This is a great opportunity for a newly qualified tax professional to develop their career in a growing team.

Responsibilities include:

• Managing a portfolio of clients, including sole traders, partners, HNWIs, non-UK residents, partnerships, and trusts
• Completing all administrative aspects of the portfolio, including compliance, accounts, tax returns, and computations
• Identifying planning opportunities
• Preparing client reports
• Attending client meetings
• Responding to client inquiries regarding their personal tax affairs

Qualifications:

• Experience within a professional services firm
• Knowledge of private client tax issues, including capital gains tax, inheritance tax, and trusts
• Experience meeting deadlines for compliance and advisory projects
• Self-motivated, organized, eager to learn, and a team player
• Potential experience in people management

Professional Qualifications:

• Newly Qualified Chartered Accountant and/or Chartered Tax Adviser

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package with options to purchase additional days
• Shared parental leave
• Fully funded professional qualification training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to an inclusive workplace. We are happy to accommodate any reasonable adjustments needed during the application process. Please inform your Recruiter of any requirements.