£40000 - £55000 per annum
7 days ago
My client is a top 30 accountancy firm who are looking for an experienced private client assistant manager to join the team.
My client is a top 30 UK chartered accountancy firm. They are a commercially astute organisation with a personal, partner-led service aimed at entrepreneurial small and medium enterprises (SMEs), large corporates and high-net worth individuals.
Their clients come from many different backgrounds and are active in all branches of commerce and industry. Their reputation is grounded in quality, delivering premium advisory services efficiently and cost-effectively.
The practice comprises 32 partners and approximately 310 staff supplying a range of services spanning audit, corporate taxation, private client services, VAT, business recovery and forensic accounting, together with a range of sector groups offering specialist industry knowledge.
The Private Client department comprises 30 specialist staff and is headed by 5 Partners and 4 Principals. The department deals with private clients and trusts.
The role and responsibilities of the Assistant Manager will be to look after the day to day running of a portfolio of clients, and assist with advisory work deriving from that portfolio. You will be expected to support on ad-hoc projects and advice as necessary.
You will report to established Managers, Principals and directly to the Partners.
The portfolio of clients will include a mix of high profile individuals, professional persons, partnerships, entrepreneurs, and a burgeoning portfolio of non-UK domiciled clients.
The Department seeks a motivated and ambitious individual, ideally with some experience dealing with high net worth individuals and non-UK domiciled clients.
The successful candidate will be expected to show common sense and be quick to gain knowledge of the client's affairs; to seek advice from managers before making decisions and feel equally confident communicating with clients, Partners, and colleagues.
This role will provide an interesting and varied portfolio and the opportunity to work with an enthusiastic, successful and motivated team.
Prepare tax returns for review by the Partner
Reviewing tax returns from more junior personnel
Interface between clients and partners
Assist with the training and supervision of more junior members of staff
Assist with the general private client issues and suggest tax planning opportunities for clients within their portfolio
Communication and correspondence with HMRC
Communication with and answering queries from clients
A minimum of 4 years' personal tax experience preferably within a practice environment
Accurate work, displaying initiative with minimal supervision
A proactive attitude
Successful work as a team member
An ability to work under pressure and to be able to prioritise
Good communication skills
Good knowledge of Microsoft Excel and Word applications
Good organisational skills
Good general knowledge of income tax, capital allowances, employment taxes, capital gains tax and benefits, and non-doms.
A good knowledge of capital gains tax, treatment of foreign income, capital allowances, tqax credits, and inheritance tax.
Competitive package and salary