Assistant Manager - Private Client Tax

We are seeking a talented newly qualified team member to join our Private Tax team in Salisbury, which is responsible for a delivering annual tax compliance work for a wide ranging portfolio of clients. As an Assistant Manager you will be part of the delivery team that works on client compliance and client planning work as well as yearly routine checks and practice development. This is a fantastic opportunity for a newly qualified tax professional to build their career in a growing team., As an Assistant Manager, your responsibilities will include among others

• Responsible for a portfolio of clients which may including sole traders, partners, HNWIs, non UK residents, partnerships and trusts
• Ensuring administration of the portfolio is completed including all aspects of compliance, accounts, tax returns and tax computations
• Identifying possible planning possibilities
• Preparing reports for clients
• Attendance at client meetings
• Answering client ad-hoc questions and enquiries in respect of their personal tax affairs
  
  To be successful in this role, you should have
• Relevant experience gained within a professional services firm.
• Sound knowledge of private client tax issues and dealing with capital gains tax, inheritance tax matters and a sound understanding of trusts.
• Relevant experience of meeting deadlines for compliance and adhoc advisory projects.
• Self driven, organised and willingness to continue learning and to be a team player.
• Potential experience with People management
  
  Our mission is 'to place the power of good advice into more hands'. We're committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK's leading integrated wealth management and professional services group.
We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave