Tax Assistant Manager

Focus Financial Partners; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Job summary

Focus Financial Partners' GRF team in London is seeking a Tax Assistant Manager who is organized, technically capable and client-focused, comfortable handling both compliance and advisory work. The role is based in our London office on a full-time basis with a 4-month probation and potential for hybrid working, including in-office presence of 3+ days per week.

Responsibilities include managing a portfolio of personal and corporate tax matters, reviewing junior staff work, assisting with tax

Qualifications

• CTA or AAT qualified, or qualified by relevant experience.
• At least 5 years’ experience in a tax role with exposure to tax compliance, advisory and planning work.
• A collaborative and proactive approach, with a strong commitment to client service.
• Strong technical knowledge of personal tax and corporation tax.
• Experience of reviewing work prepared by junior colleagues and providing clear, constructive feedback.
• Proven ability to draft clear and accurate tax planning and advisory reports.
• Excellent verbal and written communication and consultative skills.
• Comfort communicating across all levels of the organization.
• Expert knowledge of Microsoft Office (Excel, Word, Outlook).
• The ability to manage multiple tasks and priorities efficiently.
• Familiarity with CCH and QuickBooks is highly preferred.

Responsibilities

• Manage a portfolio of tax clients across personal tax and corporation tax compliance matters.
• Review tax returns, computations and supporting work prepared by junior team members to ensure accuracy, quality and timely delivery.
• Provide support on tax advisory and planning assignments, including research, analysis and preparation of written reports.
• Act as a day-to-day point of contact for clients, building strong relationships and responding to queries in a professional and commercial manner.
• Assist with identifying tax planning opportunities and supporting senior team members in delivering advisory solutions.
• Support the Tax Director and Tax Manager in workflow management, prioritization of deadlines and allocation of work across the team.
• Coach, support and develop junior colleagues through regular review feedback and on-the-job guidance.
• Maintain up-to-date knowledge of UK tax legislation and communicate relevant changes to clients and colleagues where appropriate.
• Ensure all work is completed in line with internal quality standards, professional requirements and agreed deadlines
• Oversee the monitoring of tax compliance deadlines, including self‑assessment, corporation tax, CGT, ATED, P11Ds, and Employment Related Securities.
• Oversee inhouse tax training for staff across the firm.
• Liaise with business management teams, accounts teams and directors.

Skills

Client service

Relationship building

Communication (verbal & written)

Multitasking

Education

CTA or AAT qualified, or relevant experience

Tools

Microsoft Office (Excel, Word, Outlook)

CCH

QuickBooks

Job description

Job Description Summary

Focus Financial partner firm, GRF is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional who is comfortable working across both compliance and advisory matters. They must have strong review skills, sound judgement, and the confidence to support and develop more junior members of the team. This position will be based from our London office on a full-time basis, with potential for hybrid working following a 4-month probation. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week.

Job Description

Primary Responsibilities

• Manage a portfolio of tax clients across personal tax and corporation tax compliance matters.
• Review tax returns, computations and supporting work prepared by junior team members to ensure accuracy, quality and timely delivery.
• Provide support on tax advisory and planning assignments, including research, analysis and preparation of written reports.
• Act as a day-to-day point of contact for clients, building strong relationships and responding to queries in a professional and commercial manner.
• Assist with identifying tax planning opportunities and supporting senior team members in delivering advisory solutions.
• Support the Tax Director and Tax Manager in workflow management, prioritization of deadlines and allocation of work across the team.
• Coach, support and develop junior colleagues through regular review feedback and on-the-job guidance.
• Maintain up-to-date knowledge of UK tax legislation and communicate relevant changes to clients and colleagues where appropriate.
• Ensure all work is completed in line with internal quality standards, professional requirements and agreed deadlines
• Oversee the monitoring of tax compliance deadlines, including self‑assessment, corporation tax, CGT, ATED, P11Ds, and Employment Related Securities.
• Oversee inhouse tax training for staff across the firm.
• Liaise with business management teams, accounts teams and directors.

Qualifications

• CTA or AAT qualified, or qualified by relevant experience
• At least 5 years’ experience in a tax role with exposure to tax compliance, advisory and planning work
• A collaborative and proactive approach, with a strong commitment to client service
• Strong technical knowledge of personal tax and corporation tax
• Experience of reviewing work prepared by junior colleagues and providing clear, constructive feedback
• Proven ability to draft clear and accurate tax planning and advisory reports
• Excellent verbal and written communication and consultative skills
• Comfort communicating across all levels of the organization
• Expert knowledge of Microsoft Office (Excel, Word, Outlook)
• The ability to manage multiple tasks and priorities efficiently,
• Familiarity with CCH and QuickBooks is highly preferred

Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.

• annual bonus
• comprehensive benefits package

Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

GRF, Focus Partners Business Management is a leading full-service business management firm serving an exclusive clientele of entertainers, athletes, executives, and select high-net-worth individuals. With approximately 40 Managing Directors and more than 700 professionals, GRF provides comprehensive financial and advisory services across the music, film, television, sports, literary, and broader entertainment industries, as well as multi-family office services for ultra-high-net-worth individuals and families.

As part of Focus, a leading financial services organization offering wealth management, family office, and business management solutions, GRF combines deep industry expertise with personalized client service. Learn more at grfllp.com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.