Significant Demand for Tax Professionals
In the local market, there is a high demand for tax professionals at all levels.
This makes choosing which firm to commit your future to a big decision.
About Our Client
Our client has recently received additional investment and expansion, enabling them to enter the local market with the goal of adding more best-in-class professionals to their long-serving and supportive team.
This role can be appointed at Manager or Senior Manager level and is offered on a highly flexible basis, including reduced or condensed working weeks.
Work-Life Balance
Our client prioritizes effective work-life balance and supports a range of work patterns.
A People-Focused Firm
This is a well-established firm with a prestigious client list, but most importantly, it is led by a team of Directors and Associate Directors who are involved, supportive, and approachable.
The firm is people-focused, supporting staff in all aspects as part of its DNA, from essential learning and development to flexible and hybrid working. People are at the center of its success.
Diversity, Equity, and Inclusion
The leadership team is committed to fostering a diverse, equitable, and inclusive workplace where everyone feels valued and empowered to succeed.
Job Responsibilities
The successful appointee to this Personal Tax Assistant Manager position will report to an Associate Director and join an established team of 6 in personal tax and 15 across the department.
* Assisting in managing a diverse portfolio of personal tax compliance clients
* Identifying personal tax planning opportunities and assisting in delivering advisory assignments
* Playing a key role in the delivery of estate planning services to clients
* Training and mentoring trainees within the team, developing their professional skills
* Building and maintaining trusted client relationships
* Overseeing the financial management of your portfolio
* Contributing to the firm's Business Development initiatives
Requirements
To be successful in this role, you will need:
* ACA and/or CTA qualification
* Experience in personal tax compliance or managing a portfolio that delivers personal tax and estate planning services
* Strong interpersonal skills with the ability to develop exceptional client relationships
* Proficiency in identifying and delivering tax planning opportunities
* Solid organisational skills with the ability to manage multiple priorities efficiently
* Leadership and mentoring skills, with experience in developing junior staff
* Commercial awareness, with the ability to contribute to business development
* A proactive and solutions-focused mindset
Benefits
We offer a competitive salary and flexible working options, including:
* Reduced hours
* Part-time
* Condensed working week
We also provide an extensive benefits package, including access to our employee benefits hub, which offers resources on health and financial well-being, as well as lifestyle savings.
You will work in an environment that fosters learning and development, with an internal mentor and buddy system to support you through your career journey. We also offer personal development programs to facilitate career growth, alongside practical, on-the-job training.
Key Skills
Personal Tax Private Client Tax Tax Advisory Benefits: Work From Home