Private Client Compliance Assistant Manager

Why apply for this role?

• Join a leading professional services firm with offices across the UK, Ireland and the USA
• Manage a varied private client tax compliance portfolio including HNW individuals, trusts and wider private client matters
• Clear opportunity to progress, develop technically and take on more client-facing responsibility
• Hybrid and agile working culture with flexible hours
• Excellent benefits package including PMI, pension, enhanced parental leave, volunteering day and wellbeing support

About the Job

As Private Client Compliance Tax Assistant Manager / Manager, you will manage a portfolio of private client tax compliance clients, acting as the main point of contact and ensuring all compliance work is delivered accurately and within statutory deadlines.

You will work closely with colleagues across Tax Advisory and the wider firm to deliver joined-up client solutions, while also supporting junior team members and contributing to the continued growth and development of the team.

The successful candidate will be responsible for assisting with and completing the following duties…

• Manage a portfolio of private client tax compliance clients, acting as the primary point of contact.
• Ensure completion of MTD quarterly reporting, Final Declarations, Self-Assessment Tax Returns, Trust Accounts and related compliance work within statutory deadlines.
• Manage portfolio financial performance, including WIP, billing, fee reviews and proposals for new work.
• Identify opportunities to provide additional services and cross-sell across the wider firm.
• Prepare and deliver ad-hoc advisory work, including Capital Gains Tax calculations, trust registrations, remuneration planning and other private client tax matters.
• Work closely with colleagues across Tax Advisory and other business units to deliver integrated client solutions.
• Review work prepared by junior team members and provide technical guidance.
• Support, mentor and develop more junior colleagues within the team.
• Contribute to the adoption of new technologies and continuous improvement initiatives.
• For Manager level applicants, take a leading role in developing client relationships, winning new business and contributing to team growth.

Previous experience

• CTA, ATT, CA, STEP or another relevant professional qualification, or qualified by experience.
• Previous experience managing a private client tax compliance portfolio.
• Strong knowledge of Self-Assessment Tax Returns, MTD reporting, trust compliance and wider private client tax matters.
• Experience reviewing work and supporting junior team members.
• Strong client relationship and communication skills.
• Ability to undertake technical research and provide practical, commercial solutions.
• Proactive and commercially minded approach with the ability to identify business development opportunities.
• Experience operating at Assistant Manager level or above.
• Experience using CCH Personal Tax and related applications, desirable.
• Strong Excel and Microsoft Office skills, desirable.
• Experience working with trusts, estates and wider private client tax matters, desirable.

For further information on this opportunity or if you are considering the next step in your career get in touch with Ben McKinney at HireIQ in complete confidence.