Private Clients Tax Trusts Assistant Manager

TN United Kingdom; Cambridge; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the tax sector seeks a Private Clients Tax Trusts Assistant Manager in Cambridge. This role involves managing client portfolios, ensuring compliance, and preparing reports. Ideal for a newly qualified tax professional eager to grow in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Funding for professional qualifications

Qualifications

• Ability to manage workload and prioritize deadlines.
• Experience supervising staff and supporting senior management.

Responsibilities

• Delivering high-quality service to Trust clients.
• Managing compliance, accounts, tax returns, and computations.
• Identifying planning opportunities.

Skills

Communication

Interpersonal Skills

Workload Management

Education

ACA/CTA/STEP or equivalent

Job description

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Private Clients Tax Trusts Assistant Manager, Cambridge

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Client:

SW Group

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

1c263a5e57a7

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

This role involves joining our Private Tax team in London, focusing on tax compliance and planning for Trust clients. Responsibilities include managing client portfolios, ensuring compliance, preparing reports, and identifying planning opportunities. The ideal candidate is a newly qualified tax professional eager to develop their career in a supportive environment.

Opportunities are available in Cambridge, Guildford, Leeds / Harrogate, London, Newcastle, and Salisbury.

Key Responsibilities:

• Delivering high-quality service to Trust clients
• Managing compliance, accounts, tax returns, and computations
• Identifying planning opportunities
• Preparing client reports
• Responding to client inquiries regarding trust tax affairs

Qualifications:

• Ability to manage workload and prioritize deadlines
• Strong written communication skills
• Interpersonal skills for liaising with clients and staff
• Ability to meet deadlines and respond promptly
• Experience supervising staff and supporting senior management

Educational Qualifications:

• ACA/CTA/STEP or equivalent (preferred)

Experience and Skills:

• Experience in a professional services firm
• Knowledge of personal tax compliance and some planning/advisory experience
• Excellent communication skills

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working (role dependent)
• Generous holiday package with options to purchase additional leave
• Shared parental leave
• Funding for professional qualifications
• 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.