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Private Client Tax Assistant Manager - Top 10

Morgan McKinley
Posted 3 days ago, valid for 25 days
Location

Guildford, Surrey GU48EY, England

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A leading Top 10 accountancy practice is looking for a Private Client Tax Assistant Manager for their Guildford office.
  • The role is suitable for an ambitious Tax Senior or an established Assistant Manager aiming to broaden their skill set.
  • Candidates should have strong technical ability in private client matters and be educated to degree level, with CTA and/or ACA qualifications preferred.
  • The position involves managing a portfolio of clients, supporting business development, and working on special assignments.
  • Salary details are not specified, but the role requires relevant experience, ideally with a focus on high-net-worth individuals.

A leading Top 10 accountancy practice are seeking a Private Client Tax Assistant Manager to join their expanding team within their Guildford office. This role would suit an ambitious Tax Senior who is looking to take the next step in their career or establish Assistant Manager who is looking to broaden their skill set and a larger firm.

Role Overview

  • As an Assistant Manager you required to lead/support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base.
  • The primary responsibility will be to deal with all matters relating to the management of a portfolio of clients.
  • You will also provide assistance to Partners/Directors and the wider manager team in both client work and in the management of the team and will be involved in special assignments on an ad hoc basis.
  • Part of the role requires the individual to actively seek and be involved in business development and proposals working with Partner/Director and the manager team on opportunities arising from existing and new clients. There will also be opportunities to work with other tax specialists nationally and internationally.

Your Experience:

  • Educated to degree level, and/or CTA and/or ACA qualified or equivalent
  • Strong technical ability in the field of private client.
  • Take personal responsibility for own decisions and actions and those of others.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

Morgan McKinley encourages applications from all qualified candidates who represent the full diversity of communities in the UK. Accommodations are available on request for candidates taking part in all aspects of the selection process.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.