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Private Client Tax Assistant Manager

Morgan McKinley
Posted 5 days ago, valid for a month
Location

London, Greater London EC1R 0WX

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 Private Client team in Central London is seeking a Personal Tax Assistant Manager with a flexible working arrangement.
  • Candidates must be ATT, CTA, or ACA qualified and have experience working with high-net-worth and ultra-high-net-worth individuals, as well as Partnerships and Trusts and Estates.
  • The role involves managing a client portfolio, delegating tasks to junior colleagues, and reviewing their work on complex compliance cases.
  • The position offers a competitive salary along with a yearly discretionary bonus, flexible benefits allowance, and a minimum of 25 days holiday plus bank holidays.
  • Applicants should have a minimum of 3 years of relevant experience in the field.

A leading Private Client team located in Central London is currently recruiting for a Personal Tax Assistant Manager on a flexible basis.

Your responsibilities as a Tax Assistant Manager will include:

  • Managing day to day client portfolio including billing and monitoring work in progress
  • Delegate work accordingly to more junior colleagues
  • Review returns completed by junior colleagues and support them with complex compliance cases
  • Responsible for communication with HMRC, third parties and intercompany collaboration
  • Liaise proactively with clients on advisory matters
  • Attend new client meetings with the appropriate partner/director contact

You will be ATT, CTA or ACA qualified and demonstrate experience of dealing with HNW/UHNW individuals, Partnerships and/or Trusts and Estates work.

Benefits include flexible working of 2-3 days in the office, depending on the workweek and client meetings, yearly discretionary bonus, flexible benefits allowance and health / medical post probation. There are a minimum of 25 days holiday + bank holiday + the option to buy and sell.

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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.