Tax Assistant Manager - Private Clients

  • Job Reference: 00001161-1
  • Date Posted: 3 May 2024
  • Recruiter: Independent Resourcing Consultancy
  • Location: Bury St. Edmunds
  • Remote Working: Some remote working possible
  • Salary: On Application
  • Bonus/Benefits: Competitive Salary
  • Sector: Accountancy
  • Job Type: Permanent
  • Contact: Eamon Behan
  • Email: eamon@ircfs.com

Job Description

This Hybrid position entails managing a diverse client portfolio across different regions, including East Anglia, the home counties, London, and international clients. The primary focus will be on private clients and owner-managed businesses. Additionally, there may be opportunities to handle trust-related work and matters related to residence and domicile.

What you’ll be doing

  1. Client Management:
    • Manage your own portfolio of clients, ensuring compliance deadlines are met.
    • Deliver high-quality client service through attendance at meetings, telephone calls, and written correspondence.
    • Act as a trusted advisor to clients, identifying advisory opportunities and optimizing their tax position while considering broader financial goals.
  2. Client Acquisition:
    • Take on new clients through various channels, including the firm’s website, email, phone inquiries, and marketing initiatives (such as social media promotion).
  3. Tax Compliance:
    • Review self-assessment tax returns and related calculations prepared by junior staff.
    • Handle all related correspondence with clients, HM Revenue & Customs, and third parties as needed.
    • Prepare high-value and complex self-assessment tax returns for individuals and partnerships.
    • Review business tax computations (using Excel) and related Partnership Tax Returns.
  4. Digital Compliance and Documentation:
    • Ensure digital tax compliance and maintain up-to-date permanent files in line with the firm’s guidance.
  5. Advisory Support:
    • Assist with planning projects and research technical tax issues.
    • Draft clear, concise, and accurate advisory letters for review by senior staff.
  6. Team Collaboration and Training:
    • Train junior staff and collaborate with their line managers.
    • Adhere to internal risk management procedures, including anti-money laundering protocols.
  7. Performance Targets:
    • Manage your own work in progress (WIP) allocation.
    • Meet productivity, recoverability, and fee income targets.
  8. Collaboration:
    • Work with other departments and tax team members to provide a cohesive and unified service to clients.

Remember, effective communication and collaboration are key to success in this role!

Desired skills

  • Minimum 3 - 5 years of experience in a tax role, encompassing self-assessment, tax computations, and advisory work.
  • ACCA / ACA / CTA or qualified by experience.

In Return

  • Competitive Salary & Benefits 

Next Steps 

Does this sound like an opportunity that aligns with your career ambitions? 

For this immediate opportunity please forward your CV to Eamon Behan today! eamon@ircfs.com 

We look forward to starting your journey with you!