Personal Tax Assistant Manager

Responsibilities

• Managing a portfolio of personal tax clients
• Reviewing personal tax returns prepared by junior team members
• Providing tax planning and advisory support to private clients
• Advising on capital gains tax, inheritance tax and residency matters
• Assisting with trust tax and estate planning work
• Supporting directors and partners with complex advisory projects
• Building and maintaining strong client relationships
• Identifying tax planning opportunities for clients
• Mentoring and supporting junior members of the tax team
• Ensuring compliance deadlines are met and service levels remain high

• ATT, CTA, ACA or ACCA qualification, or be close to completion
• Experience with in a UK accountancy practice or tax consultancy environment
• Strong knowledge of personal tax compliance
• Exposure to personal tax advisory work
• Experience reviewing tax returns would be advantageous
• Excellent communication and client facing skills
• Strong organisational and time management abilities
• A proactive and commercial approach to client service.

Demonstrates expertise in personal tax compliance and advisory, with a strong focus on client relationship management and mentoring junior team members. Proficient in managing complex tax planning projects and ensuring compliance with regulatory deadlines.

• ATT Qualification
• CTA Qualification
• ACA Qualification
• ACCA Qualification
• Personal Tax Compliance

• Tax Planning
• Advisory Support
• Capital Gains Tax
• Inheritance Tax
• Trust Tax
• Estate Planning
• Reviewing Tax Returns
• Identifying Tax Planning Opportunities
• Compliance Management

• Excellent Communication
• Client Facing Skills
• Organisational Abilities
• Time Management
• Proactive Client Service

• ATT
• CTA
• ACA
• ACCA

• UK Accountancy Practice
• Tax Consultancy
• Personal Tax Advisory