Private Clients Tax Trusts Assistant Manager

TN United Kingdom; Harrogate; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading company in Harrogate is seeking a Private Clients Tax Trusts Assistant Manager. This role is ideal for a newly qualified tax professional looking to develop their career in a supportive team. Responsibilities include managing tax compliance and client inquiries while providing high-quality service to a diverse portfolio of Trust clients.

Benefits

Private medical insurance

Life assurance

Pension scheme

Generous holiday allowance

Funding for professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Newly qualified tax professional preferred.
• Experience in a professional services firm.

Responsibilities

• Provide high-quality service to Trust clients.
• Manage portfolio administration including compliance and tax returns.
• Identify planning opportunities.

Skills

Communication

Interpersonal Skills

Tax Compliance

Education

ACA

CTA

STEP

Job description

Private Clients Tax Trusts Assistant Manager, Harrogate

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

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

Opportunities are available in the following locations:

• Cambridge
• Guildford
• Leeds / Harrogate
• London
• Newcastle
• Salisbury

Responsibilities include:

• Providing high-quality service to a portfolio of Trust clients
• Managing portfolio administration, including compliance, accounts, tax returns, and computations
• Identifying planning opportunities
• Preparing client reports
• Responding to client inquiries about trust tax affairs

Qualifications:

• ACA/CTA/STEP or equivalent qualification (preferred)

Skills and experience:

• Experience in a professional services firm
• Good knowledge of personal tax compliance and some exposure to planning/advisory work
• Strong written and oral communication skills
• Excellent interpersonal skills for liaising with clients and staff
• Ability to meet deadlines and respond to client needs
• Experience supervising staff and supporting senior management

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension scheme
• Hybrid working (role dependent)
• Generous holiday allowance 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 creating an inclusive environment. We welcome applications from all backgrounds and are happy to make reasonable adjustments during the application process.