Private Client Tax Assistant Manager

Private Client Tax Assistant Manager

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• Annual Salary: £50,000-£65,000
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• Location: St Albans
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• Job Type: Full-time
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Reed is partnering with a top UK accountancy firm to recruit a Private Client Tax Assistant Manager for their St Albans office. This role involves a blend of compliance and advisory responsibilities, managing a diverse portfolio of personal tax clients with both UK and international elements.

Day-to-day of the role:

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• Manage a mixed portfolio of personal tax clients, focusing on complex cases as a case-handler and more straightforward cases as the acting manager.
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• Assist managers, directors, and partners in delivering advisory work, including the preparation of reports on matters such as IHT planning, pension planning, and residency changes.
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• Prepare for and attend both existing and potential new client meetings, ensuring work is completed timely and within budget.
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• Responsible for gathering all necessary information to prepare tax returns, liaising with third-party professionals and occasionally with clients directly.
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• Handle all aspects of income tax (including National Insurance) and capital gains tax.
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• Research new technical areas as required.
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• Prepare tax returns for client approval and electronic filing.
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• Serve as the main day-to-day contact for a number of clients in the portfolio.
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• Manage routine correspondence and ad-hoc assignments related to clients’ affairs.
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• Assist with s9A enquiries and prepare disclosures under the digital disclosure facility.
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• Prioritise and organise own work to ensure consistently high standards of client care and to meet HMRC deadlines.
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Required Skills & Qualifications:

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• Must be CTA qualified.
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• Minimum of 4 years of private client experience.
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• Excellent organisational skills to ensure all deadlines are met.
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• Strong computer skills, including proficiency in Word & Excel; full training will be provided for AI software used within the firm.
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Benefits:

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• Competitive salary package.
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• Opportunities for professional growth within a leading UK accountancy firm.
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• Involvement in a wide range of tax and financial planning services.
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• Access to a broad, international client base.
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To apply for the Private Client Tax Assistant Manager position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role through Reed's application process.