Private Client Tax Assistant Manager
1 day ago
Norwich
Private Client Tax Assistant Manager - Norwich Our client is seeking a skilled and client-focused Private Client Tax Assistant Manager to join their Norwich-based accounting firm. In this pivotal role, you will manage a diverse portfolio of private clients, delivering exceptional tax compliance and advisory services with a personal touch. This is a great opportunity for a proactive tax professional to build their expertise and leadership in private client services. Key Responsibilities • Manage a varied portfolio of private client tax compliance, including personal tax returns, trusts, estates, and capital gains tax computations., • Provide technical advice on inheritance tax planning, trusts, lifetime tax planning, and complex personal tax issues., • Liaise with clients and their advisers, ensuring excellent service and timely delivery of work., • Prepare reports and assist with client meetings, supporting partners and managers with tailored tax strategies., • Supervise and mentor junior team members, promoting their development and technical growth., • ACA and/or CTA qualified (or equivalent)., • Significant experience working within private client or wealth management tax teams in an accountancy firm., • Strong knowledge of personal tax legislation including IHT, trust taxation, CGT, and income tax., • Experience in advising high-net-worth individuals and families., • Familiarity with estate planning, probate, and succession planning., • Competitive salary and benefits reflective of experience., • Flexible and hybrid working arrangements., • Structured career development and progression opportunities., • Supportive and collaborative working environment in Norwich city centre. If you are a dedicated private client tax specialist looking to advance your career with a forward-looking Norwich firm, please get in touch.