Private Client Tax Assistant Manager

Morgan McKinley

  • London
  • Permanent
  • Full-time
  • 1 month ago
A leading Private Client team located in Central London is recruiting for a Personal Tax Assistant Manager to join their growing Private Client tax team with either a core Private Wealth or Trust and Estates focusYour responsibilities as a Tax Assistant Manager will include:
  • Managing day to day client portfolio including billing and monitoring work in progress
  • Delegate work accordingly to more junior colleagues
  • Review returns completed by junior colleagues and support them with complex compliance cases
  • Responsible for communication with HMRC, third parties and intercompany collaboration
  • Liaise proactively with clients on advisory matters
  • Attend new client meetings with the appropriate partner/director contact
You will be ATT, CTA or ACA qualified and demonstrate experience of dealing with HNW/UHNW individuals, Partnerships and/or Trusts and Estates work.Benefits include flexible working of 2-3 days in the office, depending on the workweek and client meetings, yearly discretionary bonus, flexible benefits allowance and health / medical post probation. There are a minimum of 25 days holiday + bank holiday + the option to buy and sell.

Morgan McKinley