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    Private Client Tax Assistant Manager - Worcester, United Kingdom - Michael Page Finance

    Michael Page Finance background
    Full time
    Description

    As a Private Client Tax Assistant Manager you will work closely with the Senior Managers, Directors and Partners, providing assistance for both compliance and advisory client work.

    Client Details

    Our client are a renowned firm of chartered accountants situated in Worcestershire, recipients of multiple industry awards in recognition of their outstanding services and entrepreneurship. Embracing modern methodologies in accountancy while upholding a dedication to superior client support, they offer a diverse array of services spanning various industries. They aren't your typical practice

    Owing to their expanding operations, they seek a Private Client Tax Assistant Manager to join an established and high-performing Private Client Tax division.

    Description

    • Serve as the primary point of contact for clients, ensuring they receive necessary information and that their records are organised.
    • Undertake the preparation of intricate personal tax returns and associated claims.
    • Evaluate straightforward tax returns to guarantee precision and adherence to regulations.
    • Support senior team members in overseeing client portfolios as required.
    • Offer advice and assistance to junior team members.
    • Participate in client meetings to discuss their tax positions and provide updates.
    • Handle correspondence with HMRC on behalf of clients.
    • Supervise a portfolio and nurture relationships.
    • Provide counsel on routine tax inquiries and contribute to tax planning efforts.
    • Extend support to colleagues in alternate departments when necessary.
    • Ensure timely completion of tasks and efficient handling of billing.

    Profile

    • ATT/CTA accreditation, or an equivalent professional credential (or QBE will be considered).
    • Considerable involvement in personal and private client tax within a specialised or diversified capacity.
    • Effective communication abilities - oral and written track record of operating in a client-centric capacity.
    • Outstanding focus on precision.
    • Capable of managing personal workload and adhering to deadlines.
    • Dedication to delivering exceptional customer service.
    • Capacity for innovation and idea sharing.
    • Consistent demonstration of technical accuracy in work executed.

    Job Offer

    • Salary in-line with market rate, ranging from £40,000 to £52,000 per annum.
    • Transparent and realistic opportunities for professional development and career progression.
    • Friendly and supportive work environment.
    • 25 days holiday.
    • Hybrid and flexible working.
    • Various other benefits to be discussed at interview.


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