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Personal Tax Assistant Manager
ACCA Careers
Bath
Hybrid
GBP 80,000 - 100,000
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Job summary
An established industry player seeks a talented tax professional to manage a diverse portfolio of clients, including company directors and high net worth individuals. This role emphasizes exceptional client service and offers opportunities for career progression. The ideal candidate will possess a strong foundation in tax compliance and portfolio management while being eager to enhance their technical knowledge. With a competitive salary and benefits such as flexible working arrangements and on-site parking, this position promises a rewarding career in a supportive environment. If you are a motivated team player with excellent communication skills, this opportunity is perfect for you.
Benefits
25 days annual leave
Flexi time
Pension contributions
On-site parking
Clear career progression
Qualifications
- Solid grounding in tax compliance review and portfolio management.
- Excellent communicator with clients and colleagues.
Responsibilities
- Manage a portfolio of clients and tax relationships.
- Support Partners on advisory projects and guide junior team members.
Skills
Client Communication
Tax Compliance Review
Portfolio Management
Technical Knowledge Expansion
Team Collaboration
Education
ACA/ACCA Qualification
ATT Qualification
CTA Qualification
Job description
Manage a portfolio of clients including company directors, business owners, high net worth individuals, and partnerships. Be comfortable with a high level of client communication and be able to play a managerial function for more junior members of the team.
Client Details
Join a leading independent firm based in the heart of Bath. Exemplary client service is at the heart of everything they do. They have a proven track record of creating bespoke solutions for aspiring business owners, individuals, and their families.
Description
- Manage a portfolio of clients including company directors, business owners, high net worth individuals, and partnerships.
- Manage the tax relationships with clients and provide an exceptional level of client service.
- Review income tax and capital gains tax computations, including liaising with specialists on technical matters.
- Review business and corporation tax computations prepared by our Business Services team for SMEs.
- Provide support and guidance for junior members of the team.
- Support Partners on advisory projects.
- Research and understand technical matters and present them in a comprehensible and practical way.
Profile
- ACA/ACCA and/or ATT qualified. CTA desirable.
- The ideal candidate will have a solid grounding in tax compliance review and portfolio management together with a desire to expand their technical knowledge and advisory skills.
- Knowledge of inheritance tax and taxation of trusts desirable but not essential.
- Excellent communicator with both clients and colleagues, both written and oral.
- Client-driven and commercially aware.
- Team player with an enthusiastic and flexible attitude to work.
Job Offer
A competitive base salary of £35,000-£55,000
25 days annual leave
Flexi time and toil available
Hybrid working
Pension contributions
Parking on site
Clear career progression
If this role is of interest, please contact Connor Matthews at Michael Page on 07778333489.
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