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    Personal Tax Assistant Manager - London, United Kingdom - Morgan McKinley

    Morgan McKinley
    Morgan McKinley London, United Kingdom

    2 weeks ago

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    Description

    A Top 40 Accounting Practice based in the city near Bank station is looking for a Personal Tax Assistant Manager.

    This is a fantastic opportunity to join a well-established Firm that provides expert support and advisory services to clients in Tax, Audit, Accounting, and Financial Planning. The team focuses on building long-term relationships and delivering a quality, personalized service.

    In this Personal Tax Assistant Manager role, you will:

    • Manage a diverse portfolio of personal tax clients, including non-doms and HNWIs
    • Prepare and attend client meetings
    • Handle a mix of complex and straightforward cases, taking a managerial role in the latter
    • Assist in advisory work such as IHT planning, residence, pre-arrival planning, and offshore trusts
    • Monitor time budgets and chargeability

    The ideal candidate will have 3-5 years' experience in Private Client Tax in Practice and be CTA qualified. Experience with non-dom clients is a must, along with staying updated on legislative changes in this area.

    Morgan McKinley is the Employment Agency for this role, and pay rates are provided as a reference only.

    By applying for this position, you are agreeing to our Terms of Service and Privacy Statement which govern the use of Morgan McKinley services.

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