Private Client Tax Assistant Manager / Manager

Private Client Tax Assistant Manager / Manager – Top 15 Firm – Salisbury

Are you a Private Client Assistant Manager looking to take a step up or an experienced manager seeking long term career progression? Do you want the opportunity to get involved with Trusts Tax? Are you seeking a firm that values flexibility?  

Our client is a Top 15 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.

Private Client Tax Asst Manager / Manager responsibilities will include:

• Managing a diverse portfolio of clients, including individuals, business owners, and trustees


• Identifying planning opportunities and deliver proactive advice, in areas such as Income tax, Capital Gains tax, Inheritance tax, and the taxation of Trusts


• Overseeing the preparation and submission of Self-Assessment and other returns for the office


• Participating in internal operational and strategic discussions regarding service offering


• Identifying opportunities for cross-selling tax and other services


• Managing financial responsibilities, budgets, billing and collection, as required to support colleagues

As a Private Client Tax Asst Manager / Manager you will be/have:

• CTA qualified, or ATT, although qualified by experience will be considered, and experience at Assistant Manager/Manager level


• Proven ability to manage a varied and complex portfolio of private clients


• Experience in advising clients on various tax matters, including Income tax, Capital Gains tax, Inheritance tax, and Trusts


• Ability to manage time and meet deadlines, prioritise work and multi-task


• 6 years Private Client Tax experience

In return, as a Private Client Tax Asst Manager / Manager, you will receive:

• Paid overtime


• 30 days holiday


• Hybrid working (50% working from home)


• Private medical

If you are looking for Private Client Tax Asst Manager / Manager jobs in Wiltshire, please contact Austin Rose, the public practice recruitment specialists.