Private Clients Tax Trusts Assistant Manager

TN United Kingdom; Salisbury; On-site; GBP 40,000 - 55,000; Full time

Job summary

A leading company in Salisbury seeks a Private Clients Tax Trusts Assistant Manager to deliver tax compliance and planning for Trust clients. This role is ideal for a newly qualified tax professional looking to advance in a supportive environment, with responsibilities including managing client portfolios and preparing reports.

Benefits

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Fully funded professional training

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Ability to manage workload and meet deadlines.
• Experience supervising junior staff.

Responsibilities

• Providing high-quality service to a Trust client portfolio.
• Managing all aspects of portfolio administration.
• Identifying planning opportunities.

Skills

Communication

Interpersonal Skills

Workload Management

Education

ACA/CTA/STEP or equivalent qualification

Job description

Private Clients Tax Trusts Assistant Manager, Salisbury

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, 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 handling client compliance, planning work, routine checks, and practice development. This role offers an excellent opportunity for a newly qualified tax professional to advance 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 Trust client portfolio
• Managing all aspects of portfolio administration, including compliance, accounts, tax returns, and computations
• Identifying planning opportunities
• Preparing client reports
• Responding to client inquiries regarding trust tax matters

Qualifications and Skills:

Essential:

• Ability to manage workload and meet deadlines
• Strong written communication skills for drafting correspondence with clients and HMRC
• Good interpersonal skills for liaising with clients and colleagues
• Ability to prioritize tasks and respond to client needs promptly
• Experience supervising junior staff and supporting senior management

Preferred Qualifications:

• ACA/CTA/STEP or equivalent qualification

Experience and Knowledge:

• Experience in a professional services firm
• Knowledge of personal tax compliance and some exposure to planning/advisory work
• 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 more
• Shared parental leave
• Fully funded professional training
• Cycle to work scheme
• Season ticket loan
• Eye care support

We value diversity and are committed to creating an inclusive environment where all colleagues can thrive. Reasonable adjustments are available during the application process upon request.