Are you a tax professional with a passion for delivering tailored solutions to private clients? This Ipswich-based role offers the perfect opportunity to work with high-net-worth individuals, business owners, and families, providing bespoke advice on tax planning and compliance. As a Private Client Tax Assistant Manager, you’ll collaborate closely with senior management, develop your technical expertise, and play a pivotal role in supporting clients’ financial goals. If you’re looking for a role that challenges and rewards in equal measure, this is the perfect fit!
Responsibilities:
* Manage a portfolio of private clients, including HNWIs, business owners, and trusts, ensuring their tax compliance and planning needs are met.
* Prepare and review complex personal tax returns, providing accurate and timely advice.
* Offer tailored tax planning strategies to clients, addressing their unique circumstances and objectives.
* Assist with HMRC correspondence and compliance matters, resolving queries effectively.
* Support the Tax Manager in training and mentoring junior staff, contributing to the growth of the team.
Qualifications & Skills:
* ATT/CTA qualified (or equivalent).
* Significant experience in private client tax compliance and advisory work.
* Strong technical skills and up-to-date knowledge of tax regulations.
* Excellent client relationship management and interpersonal skills.
* A proactive and det...