Personal Tax Assistant Manager - UK Calendar

Personal Tax Assistant Manager UK Calendar

About the role

Our clients include ultra and high net worth individuals, private equity partners, owner managed businesses ranging from small startups to large international groups, families, partnerships, internationally mobile individuals, and trusts.

You dont necessarily need experience in all these areas as training will be provided where needed.

Key responsibilities

• Take ownership of assignments and your portfolio.
• Develop relationships both within the firm and with clients.
• Provide consistent and quality client service including maintaining regular contact with clients.
• Provide tax technical support in all personal tax matters, including income tax, CGT, inheritance tax, and residence issues.
• Work on consultancy and advisory projects.
• Technical research.
• Manage compliance matters and client queries on your own portfolio efficiently and effectively.
• Supervise and assist with the technical development of junior members of staff.
• Prepare client documents, including complex annual tax returns and ensure compliance with current tax laws.
• Correspond with clients, tax authorities and third parties daily on a wide variety of personal and business tax matters.
• Point of contact for tax queries from other departments within the firm and similarly, referring clients/client matters to other parts of the firm where appropriate.

Skills and attributes for success

• Strong technical skills and experience, including sound, commercial tax expertise.
• Up to date knowledge of personal & business tax issues.
• Proactive approach to problem solving.
• Highly personable and discreet.
• Capacity to establish professional credibility quickly.
• A good team player, demonstrating a collaborative approach and helping with other
• colleagues work when required.
• A decisive thinker with the ability to analyse information quickly.
• Pays attention to detail and takes pride in work produced.
• An excellent communicator, able to represent the firms best interests with both clients &
• colleagues.
• Proficient IT capability.

Qualifications & experience

• Strong academic background.
• ATT/CTA or ACA/CTA qualification.
• Relevant tax experience gained within a professional services environment.
• Experience of building strong relationships both internally and externally.

Originally posted on Himalayas