Private Client Tax Assistant Manager

Insite Group; Ipswich; Hybrid; GBP 45,000; Full time

Job summary

An established industry player is seeking a motivated Assistant Manager to join a dynamic Private Client Tax team in Ipswich. This full-time role offers a blend of in-office and agile working, allowing you to manage a diverse portfolio of clients, including high net worth individuals and trusts. You will engage in a variety of compliance matters, prepare tax returns, and contribute to advisory projects, all while enhancing your technical expertise. With a supportive environment and opportunities for career development, this position is perfect for those looking to excel in their tax career.

Qualifications

• 2+ years in personal tax or mixed role with significant personal tax experience.
• ATT qualified or above, with potential support for further qualifications.

Responsibilities

• Prepare tax returns for individuals, partnerships, and trusts.
• Handle HMRC enquiries and assist with tax advisory projects.

Skills

Personal Tax Experience

ATT Qualification

Client Management

Budget Control

ICT Literacy

Communication Skills

Attention to Detail

Education

ATT Qualification

CTA Qualification (considered)

Tools

MS Word

MS Excel

CCH Software

Job description

Senior Recruitment Consultant at Insite Group - Recruiting everything Tax within the Public Practice market across the UK

Private Client Tax Assistant Manager
Top 60 Firm, Ipswich Office
Up to £45,000!!!

An opportunity for an aspiring professional to join a Private Client Tax team in my client's Ipswich office as an Assistant Manager. This full-time role can be combined with an element of home-working under the firm's agile working policy.

About the Team:

The portfolio of clients range across the private client spectrum including high net worth individuals and families, business owners and entrepreneurs, professional practices, company directors, land and property owners, retirees, and family trusts and estates. This means they can offer you a diverse portfolio of work. You will be working in a team environment where pro-active client solutions are encouraged.

About the Role:

This is an interesting and varied role which provides scope for personal and career development. I am seeking a 'team player', who is also confident and capable of working independently. You will have the opportunity to deal with a wide range of compliance matters including the preparation of tax returns for individuals, partnerships, trusts and estates. You may also be responsible for the completion of Capital Gains Tax returns, Inheritance Tax accounts and Trust Registration filing requirements.

The role may also include the handling of HM Revenue & Customs enquiries and assisting with a variety of tax advisory projects.

This is a role that will enable you to put your technical expertise into practice to provide excellent service to your client portfolio, alongside completing and (depending on experience) reviewing Self Assessment tax returns completed by others and assisting with the development of more junior team members.

Location:

The Ipswich office is a modern and comfortable working environment with excellent facilities and roof terrace area and is situated close to Ipswich station and the town centre, with convenient parking available at Portman Road.

Skills required:

• A minimum of 2 years recent practice experience within a personal tax role, or a mixed role including a significant personal tax element.
• You should ideally be ATT qualified (or above). Study support towards further qualifications, e.g. CTA will be considered, if applicable.
• Excellent organisation skills and experience in managing deadlines and client expectations.
• Experience of managing a portfolio of clients.
• Experience in controlling budgets and billing would be preferable but is not essential.
• A high level of ICT literacy with sound working knowledge of MS Word, Excel and accounting/tax software packages. Knowledge of CCH software would be beneficial.
• Good oral and written communication skills to facilitate effective client contact and present findings in an accessible manner.
• A conscientious attitude and a good eye for detail.

Seniority level

Executive

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Accounting