Personal Tax Assistant Manager – Hybrid & Flexible
Significant demand exists in the local market for tax professionals at all levels. Choosing which firm to commit your future to is a big decision. Our client has recently seen additional investment and expansion, as a result they enter the local market determined to add more ‘best-in-class’ professionals to their long-serving and supportive team.
Here are some things to consider, even before you review the job description:
* This is a well-established firm, with a prestigious client list but most importantly, it is led by a team of Directors and Associate Directors that are involved, supportive and approachable.
* This is a people-focused firm, supporting staff in all aspects is part of the DNA of this practice, from essential learning and development to flexible and hybrid working, people are at the centre of its success.
* The leadership team is committed and taking steps to foster a diverse, equitable, and inclusive workplace where everyone feels valued and empowered to succeed.
* The successful appointee to this Personal Tax Assistant Manager position will report to an Associate Director and join an established team of 6 in personal tax and 15 across the department.
Key Responsibilities:
* Assisting in managing a diverse portfolio of personal tax compliance clients.
* Identifying personal tax planning opportunities and assisting in delivering advisory assignments.
* Playing a key role in the delivery of estate planning services to clients.
* Training and mentoring trainees within the team, developing their professional skills.
* Building and maintaining trusted client relationships.
* Overseeing the financial management of your portfolio.
* Contributing to the firm’s Business Development initiatives.
Skills, Knowledge and Expertise:
* ACA and/or CTA qualified.
* Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services.
* Strong interpersonal skills with the ability to develop exceptional client relationships.
* Proficiency in identifying and delivering tax planning opportunities.
* Solid organisational skills with the ability to manage multiple priorities efficiently.
* Leadership and mentoring skills, with experience in developing junior staff.
* Commercial awareness, with the ability to contribute to business development.
* A proactive and solutions-focused mindset.
Get a call back from one of our agents for more information about this job.
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