Private Client Tax Assistant Manager

  • Location


  • Sector:

    Accountant Practice

  • Job type:


  • Salary:

    42000 - 50000

  • Job ref:


  • Published:

    18 days ago

  • Expiry date:


  • Client:

    Menzies LLP

Menzies LLP is actively looking to identify a very talented individual to be our new Private Client Tax Assistant Manager to be based from the London office. This is an important role within a growing and dynamic firm, the Assistant Manager will primarily be exposed to private clients dealing with compliance and helping with advisory tasks.   


In addition to previous experience in a pure private client tax role working with SME clients in a mid-tier sized professional services environment, the ideal candidate will be CTA qualified, have proven people management skills within a mid-tier sized accounting firm and have excellent organisational skills, good attention to detail and the ability to build excellent working relationships. A professional and confidential approach is also vital.


Key Duties & Responsibilities:


  • Primarily personal tax and private client tax role
  • Manage a portfolio of mainly private client tax clients
  • Take ownership of client relationships
  • Undertake all compliance aspects associated with a portfolio of clients
  • Assist senior team members with compliance work on their larger HNW clients
  • Advise as required on tax technical issues and be involved in technical research
  • Assist with wider compliance obligations of the tax team
  • Any other ad hoc duties that may be required


Required Skills & Attributes:


  • Eligibility to work in the UK without any restrictions.
  • ATT and CTA qualified
  • Relevant SME client experience in personal (private client) tax is essential
  • Current or recent experience working for a mid-tier sized UK accounting firm.
  • Experience in trust tax will be advantageous.
  • Ability to communicate effectively at all levels and provide excellent client care
  • Ability to provide team support for the managers & partners in the private client tax team
  • Proven capability of managing Seniors (newly qualified's) and trainees