TPFRecruitment is excited to represent a wellestablished 40staffindependent accountancy firm that is seeking a Tax AssistantManager / Manager to join their team. This is an excellentopportunity for a tax professional who thrives in a supportivefamilyfeel environment where personal and professional developmentis highlyencouraged.
PositionOverview:
Asa Tax Assistant Manager / Manager you will play a key role in thefirm s Private Client Tax team delivering a highquality service toa diverse portfolio of clients. You will be responsible forproviding tax compliance and advisory services working withhighnetworth individuals business owners and a variety of personaltaxclients.
Yourrole will include managing and mentoring junior members of staffbuilding strong client relationships and identifying tax planningopportunities. You will also work closely with partners to help thefirm grow and develop its taxoffering.
KeyResponsibilities:
* Managea portfolio of personal tax clients including highnetworthindividuals business owners andtrusts.
* Prepareand review personal tax returns ensuring compliance with relevanttaxlegislation.
* Provideproactive tax planning advice on income tax capital gains taxinheritance tax and other personal taxmatters.
* Actas a key point of contact for client queries and build longtermrelationships.
* Supportpartners in delivering bespoke tax advice to clients on complexissues.
* Mentorand oversee junior members of the team ensuring work is completedaccurately andefficiently.
* Monitordeadlines and manage workflows to ensure all work is completed ontime and withinbudget.
* Keepup to date with changes in tax legislation and communicate relevantupdates to clients andcolleagues.
* Assistwith HMRC enquiries and tax investigations asrequired.
* Contributeto business development activities helping to attract new clientsand grow the firm s taxpractice.
Requirements
WhatWe re LookingFor:
* CTA/ATTqualified (or equivalent) with significant experience in a privateclient taxrole.
* Provenexperience managing a personal tax portfolio ideally within apracticeenvironment.
* Strongtechnical knowledge of UK tax legislation particularly in relationto personal tax inheritance tax and capital gainstax.
* Excellentcommunication skills with the ability to explain complex tax issuesclearly toclients.
* Experiencein mentoring or supervising junior staff would bebeneficial.
* Aproactive approach to identifying tax planning opportunities andproviding added value toclients.
* Ateam player with a strong work ethic and a desire to contribute tothe firmssuccess.
Benefits
Whats onOffer:
* Competitivesalary in the range ofdepending onexperience.
* Flexibleworkingoptions.
* Afriendly closeknit team culture with a strong focus on worklifebalance.
* Opportunitiesfor progression within thefirm.
* Continuousprofessional development and trainingsupport.
Pleasecontact Mark SittononorviaLinkedInfor a confidential conversation.
Refera friend...
Were keen to remain the leading provider of the best accountancytalent in the SouthEast. We are continually exploring ways toexpand our network and we know that great candidates like you canintroduce us to other equally brilliant people. We re looking towork with the best accountancy practice and tax staff in theSouthEast so if your friends family or colleagues are considering anew opportunity and can demonstrate relevant experience wed love tospeak tothem.
Forevery candidate you refer and we subsequently place into apermanent position we will give you 200 of Love2Shop vouchers.(Terms & Conditionsapply).
CTA/ATT qualified (or equivalent), with significant experience in aprivate client tax role. Proven experience managing a personal taxportfolio, ideally within a practice environment. Strong technicalknowledge of UK tax legislation, particularly in relation topersonal tax, inheritance tax, and capital gains tax. Excellentcommunication skills, with the ability to explain complex taxissues clearly to clients. Experience in mentoring or supervisingjunior staff would be beneficial. A proactive approach toidentifying tax planning opportunities and providing added value toclients. A team player with a strong work ethic and a desire tocontribute to the firm's success.