Private Client Tax Assistant Manager

Haywards Heath

Full Time

TPF Recruitment

Not Disclosed

Skills

Business Development • Customer Care • Journal Entries • PowerPoints • Account Management • Communication • Client Management • General Ledger Accounts • Salesforce • Project Management • Client Service • Payroll • Client Relationship • Client Management • Data Analysis

The Role

TPF Recruitment is delighted to be representing a prestigious client located in Haywards Heath Sussex in their search for a Personal Tax Assistant Manager. This is a fantastic opportunity for a Personal Tax Senior ready to advance into their first assistant manager role or for an experienced Assistant Manager seeking a fresh challenge and a new environment. Our client is a large independent organization with an impressive growth plan to expand their business further making this an exciting time to join their team.

Key Responsibilities:

Client Management: Build and maintain strong relationships with clients ensuring the highest level of service and satisfaction. Handle client queries and provide expert advice on personal tax matters.
Tax Compliance: Oversee the preparation and submission of selfassessment tax returns for a diverse portfolio of clients. Ensure compliance with tax regulations and deadlines.
Advisory Services: Provide tax planning and advisory services to clients identifying opportunities for tax savings and advising on the implications of tax legislation.
Team Supervision: Support the Tax Manager in supervising and mentoring junior staff members. Review work completed by junior team members providing feedback and guidance to ensure high standards of work.
Technical Expertise: Stay uptodate with the latest tax legislation and developments. Share knowledge with the team and clients ensuring they are informed of any changes that may impact their tax position.
Workflow Management: Assist in managing the workflow within the team ensuring that all deadlines are met and work is completed efficiently and accurately.
Business Development: Support the firm s growth by identifying new business opportunities and participating in business development activities.

Requirements

Experience: Previous experience in a personal tax role ideally at a senior or assistant manager level.
Qualifications: ATT/CTA qualified or equivalent.
Skills: Strong technical knowledge of personal tax and compliance. Excellent client management skills with the ability to communicate effectively and build strong relationships.
Team Player: Ability to work well within a team mentoring junior staff and contributing to the overall success of the team.
Proactive: A proactive approach to work with the ability to identify opportunities for clients and the business.

Benefits

Competitive salary ranging from 38000 to 48000.

Opportunity to work with a large independent firm with a clear growth plan.

Supportive and dynamic working environment.

Opportunities for professional development and career progression.

Please contact Mark Sitton on or via LinkedIn for a confidential conversation.

Refer a friend..

We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them.

For every candidate you refer and we subsequently place into a permanent position we will give you 200 of Love2Shop vouchers. (Terms & Conditions apply).

Accounting Software Proficiency: Experience with Xero, Sage, QuickBooks, and preferably IRIS. General Practice Background: Strong background in general practice with extensive knowledge of both corporate and personal taxes. Professional Qualification: Ideally ACA, ACCA, or CTA qualified.