Personal Tax Assistant Manager

£55,000 | London | Permanent
Posted 3 months ago

The Private Client department comprises 30 specialist staff and is headed by 6 Partners and 2 Principals.The department deals with private clients and trusts.

The role and responsibilities of the Tax Assistant Manager will be to look after the day to day running of a portfolio of clients, and assist with advisory work deriving from that portfolio. They will be expected to support on ad-hoc projects and advice as necessary.

They will report to established Managers, Principals and directly to the Partners. The portfolio of clients will include a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and a burgeoning portfolio of non-UK domiciled clients. The Department seeks a motivated and ambitious individual, ideally with some experience dealing with high net worth individuals and non-UK domiciled clients.

The successful candidate will be expected to show common sense and be quick to gain knowledge of the client's affairs; to seek advice from managers before making decisions and feel equally confident communicating with clients, Partners, and colleagues.

Duties and Responsibilities:

* Prepare tax returns for review by the Partner
* Reviewing tax returns from more junior personnel
* Interface between clients and partners
* Assist with the training and supervision of more junior members of staff
* Assist with the general private client issues and suggest tax planning opportunities for clients within their portfolio
* Communication and correspondence with HMRC
* Communication with and answering queries from clients

The Candidate

* A minimum of 4 years' personal tax experience preferably within a practice environment
* Accurate work, displaying initiative with minimal supervision
* A proactive attitude
* Successful work as a team member
* An ability to work under pressure and to be able to prioritise
* Good communication skills
* Good knowledge of Microsoft Excel and Word applications
* Good organisational skills
* Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and non-doms.
* A good knowledge of capital gains tax, treatment of foreign income, capital allowances, tax credits, and inheritance tax

The successful candidate must have experience of reviewing tax returns and handling a portfolio of clients, and they should also be commercially aware regarding billing and marketing. The successful candidate should ideally be CTA qualified. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.

The Tax Department use the full suite of Digita Tax software, MS Office , and MS Outlook .

The Benefits:

* Salary: Dependent on experience
* Group Life Cover
* 22 days holiday on commencement
* Buying and Selling Holiday Scheme
* PHI (Permanent Health Insurance)
* Non-Contributory Health Cash Plan
* Contributory Private Health Scheme
* Season Ticket Loan (after qualifying period)
* Pension Scheme
* Childcare voucher scheme
* Cycle voucher scheme
* Paid overtime scheme

For more information about this role, please contact:

Rezwan Uddin
020 7258 2364

See Rezwan Uddin's jobs
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