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:

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! 

We look forward to starting your journey with you!