Tax Assistant Manager

Clark Wood - Tax Recruitment; Wetherby; On-site; GBP 45,000 - 55,000; Full time

Job summary

Clark Wood is working with a well-established accountancy practice to appoint an Assistant Tax Manager in the Private Client/Personal Tax team. The role involves managing a portfolio of private clients, preparing and reviewing Self Assessment tax returns, and advising on a range of personal tax matters.

The ideal candidate will be ATT or CTA qualified with solid private client experience, with CTA qualification being advantageous, and will mentor junior staff while supporting the Tax Manager and

Qualifications

• ATT or CTA qualification is required.
• Solid private client tax experience in a UK accountancy practice.
• Experience managing personal tax portfolios and reviewing Self Assessments.

Responsibilities

• Manage a portfolio of personal tax clients.
• Prepare and review Self Assessment tax returns.
• Advise clients on personal tax matters and planning.

Skills

Portfolio management

Self Assessment

Tax advisory

Client relationship management

Mentoring juniors

HMRC correspondence

Education

ATT or CTA qualification

UK accountancy practice experience

Job description

Personal Tax Assistant Manager – Personal Tax

Salary: £45,000 – £55,000 DOE

Clark Wood is working with a well-established and growing accountancy practice that is looking to appoint an Assistant Tax Manager to join its Private Client / Personal Tax team.

This is an excellent opportunity for an ATT or CTA qualified tax professional with solid private client experience who is looking to take the next step in their career within a supportive and forward-thinking practice.

Working closely with senior members of the tax team, you will manage a varied portfolio of private clients and provide a high-quality personal tax compliance and advisory service.

• Managing a portfolio of personal tax clients
• Preparation and review of Self Assessment tax returns
• Advising clients on a range of personal tax matters
• Providing tax planning and advisory support
• Dealing with HMRC correspondence and enquiries
• Reviewing work prepared by junior members of the team
• Supporting and mentoring more junior staff
• Building and maintaining strong client relationships
• Assisting the Tax Manager and Partners with more complex tax work

The successful candidate will be ATT or CTA qualified and have previous experience working within a UK accountancy practice.

CTA qualification would be particularly advantageous, although strong ATT qualified candidates with relevant experience will also be considered.