Tax Assistant Manager: Client-Focused Tax Advisory

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

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