Private Client Tax Assistant Manager
hace 28 días
Cambridge
Private Client Tax Assistant Manager Cambridge £45,000 - £55,000 \n An established, top 10 accountancy practice is seeking a Private Client Tax Assistant Manager to join its Cambridge office. This is an excellent opportunity for a tax professional looking to take the next step in their career within a supportive and technically focused environment. The successful candidate will manage a portfolio of private clients, review personal tax compliance work, provide advice on complex tax matters, support the development of junior team members, and build strong client relationships while ensuring a high standard of service delivery. \n Role Responsibilities \n\n • Manage a portfolio of private client tax compliance work, ensuring assignments are delivered on time and to a high standard.\n, • Review personal tax returns prepared by junior team members.\n, • Prepare technical advice on complex private client tax matters for review by senior colleagues.\n, • Identify tax planning opportunities for existing clients.\n, • Attend pre-year-end and completion meetings with private tax clients where required.\n, • Maintain strong client relationships and provide regular updates on the progress of assignments.\n, • Monitor work in progress (WIP) and prepare draft fee proposals for approval.\n, • Identify changes in the scope of client work and propose appropriate additional fees where necessary.\n, • Support and mentor junior colleagues through training, feedback and performance reviews.\n, • Assist with recruitment activities, including interviews for junior hires.\n, • Deliver technical training appropriate to the experience level of trainees.\n, • Review final tax packs and transmittal letters before they are issued to clients.\n, • Contribute to business development initiatives, networking events and corporate social responsibility activities.\n, • Ensure all work complies with UK tax legislation and professional standards.\n\n Personal Requirements \n\n • CTA qualified, or qualified by experience with a relevant tax or accountancy qualification such as ATT, ACA, ACCA or CA.\n, • Previous experience within an accountancy practice in a private client tax role.\n, • Strong technical knowledge of UK private client tax.\n, • Experience reviewing tax returns and managing a client portfolio.\n, • Confident communicating with clients and building long-term relationships.\n, • Experience supervising, mentoring or line managing junior team members.\n, • Strong organisational skills with the ability to manage competing deadlines.\n, • Commercial awareness and the ability to identify opportunities to add value for clients.\n, • Excellent written and verbal communication skills.\n\n Benefits \n\n • Study support.\n, • Hybrid and flexible working.\n, • Holiday buy and sell scheme.\n, • Enhanced maternity and paternity pay, with additional family support including fertility treatment support.\n, • Employee Assistance Programme (EAP).\n, • 24/7 GP access.\n, • Flexible benefits including the option to purchase private medical insurance, dental insurance, health assessments and a health cash plan.\n, • Life assurance.\n, • Free online will-writing service.\n, • Option to purchase critical illness cover.\n, • Cycle to Work scheme.\n, • Electric vehicle scheme.\n, • Tech scheme.\n, • Travel insurance options through the flexible benefits platform.\n, • Ongoing career development, learning programmes and structured progression opportunities.\n\n If you're an experienced Private Client Tax professional looking to progress your career within a well-established accountancy practice, apply today. \n #IND-HL-25 \n \n Butler Rose is committed to equality in the workplace and is an equal opportunity employer.Butler Rose Ltd is acting as an Employment Business in relation to this vacancy. \n