Job Title: Private Client Tax Assistant Manager
Location: City of London - hybrid working policy!
Salary: £55,000 - £58,000 + benefits!
The Role:
As a Private Client Tax Assistant Manager in the London team, you will deal with high-net-worth individuals and their families and trusts. The role will involve elements of compliance, dispute resolution and advisory, and the London team has a strong bias towards more complex cases. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with; OMB restructuring projects such as mergers, demergers, acquisitions, tax due diligence, profit extraction and succession planning; international matters including offshore trusts and structures; and inheritance tax planning. The role includes but is not limited to:
*Dealing with the preparation, submission, and review of annual tax returns of all delegated clients.
*Advising clients on various private client tax issues, including international and cross-border tax matters.
*Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
*Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues
*Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
*Regularly updating your tax technical knowledge through continuing professional development
*Positive involvement with tax advisory work and spotting opportunities to win new work
*Supporting with business development and marketing initiatives
*Supporting junior members of the team with their development
*Supporting senior staff and partners on complex projects.
What I’m Looking For:
*A Private Client Tax professional who is either looking to make a step into an Assistant Manager role or an experienced Assistant Manager-level individual who will join the tax department to grow and service the tax offering to clients, whilst looking to develop and progress further in their career.
*CTA/ACA/ACCA qualified or equivalent.
*Professional curiosity and desire for continuous learning
*IT literate (Excel, Word, tax software)
*Effective communication skills - verbal and written
*Ability to supervise junior in the team
*Organisational skills and the ability to plan and prioritise work accordingly.
*Client focus/ commercial awareness
*Problem solving and decision making
*Ability to work well under pressure
Benefits:
*Agile Working: Enjoy the flexibility of core hours from 10am - 2pm and two home working days, allowing you to balance your work and personal commitments seamlessly.
*25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
*Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.
*New and improved programme for succession planning and supportive management structure to help you realise your potential
*Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
*And lot’s more!