Tax specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a highly reputable firm of Chartered Accountants in Ipswich.
Perfect for an ATT Qualified &/ or CTA PQ/ Qualified individual with a strong foundation in personal or mixed tax seeking their next step up, and an excellent work/ life balance.
You will be working with a diverse and interesting client base including HNWIs, Directors, Trusts & Estates, and OMB's involving a mix of tax planning, compliance, and ad hoc advisory work.
Fantastic benefits package, CTA study support (if applicable), hybrid/ flexible working, and a personal progression plan to Senior Manager.
The Role:
Assisting in managing a diverse portfolio of clients
Preparation and review of Personal Tax returns
Capital gains tax computations
Identifying tax planning opportunities
Inheritance & Capital gains tax
Preparation and review of tax compliance
Assisting the Partners & Management with advisory work
Reviewing the work of junior staff members
Client meetings
Dealing with client queries
Ad hoc advisory work
Benefits include:
Hybrid/ Flexible working
Private medical insurance
Generous holiday entitlement
Option to buy and sell holidays
Cycle to work scheme
Employee wellbeing programme
Enhanced maternity/ paternity pay
Regular social events
Modern working environment
You:
ATT Qualified/ CTA Part-Qualified/ Qualified
Minimum of 2 years personal tax experience (ideally)
Practice experience is essential
Strong written and verbal communication skills
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
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