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Private Client Tax Assistant Manager
Incredible opportunity for a Private Client Tax Assistant Manager to join a well-established, multi-site firm of Chartered Accountants, in their growing team based in York.
This firm offer a range of services to their diverse client base, enabling you to gain a breadth of experience throughout your career.
This modern firm have some incredible benefits, including flexible working and additional annual leave every 2 weeks.
As a Private Client Tax Assistant Manager, you will be responsible for:
- Reviewing and preparing income tax and partnership tax returns and P11Ds from a variety of systems including CCH, Iris and Taxshield and providing feedback as appropriate
- Review work and provide training and support to Taxation Associates, Senior Associates and Seniors
- Research more complex tax planning issues and assisting with drafting tax advisory reports
- Deal with more complex cases around remuneration planning and capital gains tax, liaising with the client as appropriate with support from tax partners and directors
- Act as a point of contact for clients for ad hoc queries
- Actively participate in department meetings
To qualify for this Private Client Tax Assistant Manager role, ideally you will meet the following:
- Fully ACA or CTA qualified with experience working as a Private Client Tax Assistant Manager or similar, in Practice.
- Have excellent written and verbal communication skills and be confident speaking to clients face to face, over the telephone and by email
- Must have excellent IT skills, including working knowledge of Excel
- Be able to demonstrate your initiative to solve problems
- Experience of personal tax planning and residency would be desirable
- Experience in inheritance tax and trust advisory would be desirable
What’s on offer?
- Annual leave starting at 25 days + bank holidays.
- Option to buy additional annual leave.
- 9-day fortnight (work an extra hour for 9 days, get the 10th day off).
- Birthday off work
- Flexible working.
- Hybrid working.
- Social events with the firm.
- Parking
- Salary from £40,000p/a to £45,000p/a.
If you are interested in this Private Client Tax Assistant Manager position or would like any further information, please contact Leah Mason at IPS Finance.
IPS Finance has 45 years’ experience in the Yorkshire accountancy recruitment market. We have built our business on long term relationships with both individuals and clients in all sectors, bringing real benefits to all concerned. Please visit the IPS Finance website to view the latest accountancy / finance and practice opportunities.
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