Private Client Tax Assistant Manager

Private Client Tax Assistant Manager - Top 10 Firm | Hybrid Working | Fantastic Culture!A fantastic opportunity to join a Top 10 firm within their dynamic and expanding team in Guildford. There has never been a more exciting time to join; the work is challenging and interesting, within a dynamic and collaborative environment.

You’ll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Role OverviewThis role will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. An Assistant Manager is 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 - this portfolio will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. 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.

Responsibilities

• There will be an expectation that you will take full responsibility for project delivery on their portfolio
• Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria
• Have a strong understanding of the technical complexities that our clients face and be able to provide clear, concise and practical advice
• Review of work prepared by more junior members of staff
• To ensure assignments are completed within agreed budgets and keep client/Partner/Director/Manager informed of overruns and plan staff assignments in order to give an appropriate spread of experience
• Identify risk and technical matters, as well as selling opportunities, to the Partner/Director/Manager group, whilst exercising judgement within agreed parameters.

Requirements

• Educated to degree level, and/or CTA and/or ACA qualified or equivalent
• Demonstrable post qualified experience
• Strong technical ability in the field of private client.
• Challenge current practice - driving improvements and championing change.

The firm offers a market leading benefits package, which is broad and significant. On top of this, they also offer agile and flexible working, and continuous mentoring and coaching to ensure you reach your career goals.