Private Client Assistant Manager

Top 30 Partner led service for SMEs, large corporates, NFP & HNWI



The Role:
We require an Assistant Manager to join our expanding Private Client Tax team. The successful candidate will be part of our wider enthusiastic, successful, and motivated team. Duties and Responsibilities: The duties and responsibilities of the role will be to look after the day to day running of a portfolio of clients.

Responsibilities will include:

• Delivering technical advice, seeking opinions from Directors and Partners where necessary
• Oversight and organisation of portfolio billing
• Being the second point of contact for key clients
• Attending pitches and conducting general BD work
• Monitoring junior staff, providing feedback and answering queries where necessary
• Identifying business development and cross-selling opportunities
• Co-ordinating the compliance process for clients
• Attending manager meetings and assisting with ideas for implementation in the department
• Other ad hoc duties in line with the role

The Candidate:



The ideal candidate should be able to demonstrate:

• A minimum of 4 years' personal tax experience within a practice environment
  • A proactive attitude
  • The ability to work in a team
  • The ability to work under pressure and prioritise where necessary
  • Good communication and organisational skills
  • Experience of dealing with non-doms and HNWIs
  • Strong Microsoft Office experience
  • A mix of corporate and personal tax experience

The successful candidate must have experience of reviewing tax returns and handling a portfolio of clients, and they should also be commercially aware regarding billing and marketing. The successful candidate should be CTA qualified. We would also prefer the successful candidate to have some working knowledge of Digita software, although training will be provided if not.

The Benefits:

• Salary: up to £60,000
• Group Life Cover
• 25 days holiday on commencement
• Buying and Selling Holiday Scheme
• Hybrid working policy - at least 2 days in the office a week, with a core hours system in place
• PHI (Permanent Health Insurance)
• Contributory Private Health Scheme
• Non-Contributory Health Cash Plan
• Season Ticket Loan (after qualifying period)
• Discounted Gym Membership
• Pension Scheme
• Cycle voucher scheme

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