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Private Client Tax Assistant Manager
Résumé du poste
A well-established firm in Ipswich is seeking a Private Client Tax Assistant Manager. This role involves managing high-net-worth client portfolios, preparing tax returns, and supporting tax planning. The ideal candidate is fully qualified (CTA, ACA, or ACCA) with experience in personal tax. Opportunities for career progression are part of the role.
Prestations
Qualifications
- Fully qualified (CTA, ACA, or ACCA)
- Experience in personal/private client tax
- Proven experience managing a client portfolio
Responsabilités
- Manage a portfolio of clients including HNWIs, trusts, and estates
- Prepare and review tax returns and associated documents
- Identify and support delivery of tax planning opportunities
- Handle HMRC enquiries and resolve client tax issues
- Supervise and mentor junior staff
Connaissances
Formation
Are you looking for your next step within tax?
The client is a well-established firm, within Ipswich. They work with a range of individuals from high-net-worth clients to estates and business owners. They are looking to grow their tax team by recruiting a Private Client Tax Assistant Manager.
Responsibilities:
As a Private Client Tax Assistant Manager, you will...
- Manage a portfolio of clients including HNWIs, trusts, and estates
- Prepare and review tax returns, CGT computations, IHT accounts, and trust returns
- Identify and support delivery of tax planning and advisory opportunities for clients
- Handle HMRC enquiries and liaise with clients to resolve tax issues efficiently
- Supervise and mentor junior staff, reviewing their work and supporting their development
Requirements:
As a Private Client Tax Assistant Manager, you will need...
- CTA, ACA or ACCA fully qualified
- Experience with personal/private client tax in a practise
- Experience managing a client-portfolio
As a Private Client Tax Assistant Manager, you will get...
- Career progression opportunities
Are you fully qualified looking for your next challenge? If so, apply here now.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.