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Private Client Tax Assistant Manager

IPS Group
Posted 20 days ago, valid for 4 days
Location

York, North Yorkshire YO26 5BB

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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Sonic Summary

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  • An exciting opportunity has arisen for a Private Client Tax Assistant Manager to join a well-established firm of Chartered Accountants in York.
  • The role requires candidates to be fully ACA or CTA qualified and have experience in a similar position, preferably with personal tax planning and residency knowledge.
  • Key responsibilities include preparing income tax returns, providing support and training to team members, and handling complex tax planning issues.
  • The position offers a competitive salary ranging from £40,000 to £45,000 per annum, along with excellent benefits such as flexible working and additional annual leave.
  • Candidates will enjoy a supportive and dynamic work environment with opportunities for professional growth and development.
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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

SonicJobs' Terms & Conditions and Privacy Policy also apply.