Personal Tax Assistant Manager

A Top 15 Accounting Practice located a short walk from Liverpool Street station is currently recruiting for a Personal Tax Assistant Manager

In this Personal Tax Assistant Manager job you will be responsible for managing a varied portfolio of clients, as well as being the primary point of contact, attending client meetings, and delivering advice.

Your main responsibilities will include:

• Managing a portfolio of clients including HNWI, Partnership, OMB clients, non-UK dom/res matters, property owning clients
• Report writing and delivering advice to your clients, support Managers/Directors/Partners with other ad-hoc advisory
• Dealing with a wider variety of CGT matters
• Knowledge of international tax principles such as double tax relief
• Inheritance tax planning, trusts and estates
• Advising on EIS, VCT and SEIS investment reliefs
• Proactively seek business development opportunities with current and new clients
• Management of junior staff members, typically around three individuals

Ideally you will be ATT and/or CTA qualified (study support is offered) with proven experience as a Senior or Assistant Manager in an Accounting Practice.

Benefits include: 25 days holiday + BH, buy/sell holidays, hybrid working, professional subscription cover, life cover, income protection, twice yearly salary reviews and bonus scheme.

Morgan McKinley is acting as an Employment Agency and references to pay rates are indicative.

BY APPLYING FOR THIS ROLE YOU ARE AGREEING TO OUR TERMS OF SERVICE WHICH TOGETHER WITH OUR PRIVACY STATEMENT GOVERN YOUR USE OF MORGAN MCKINLEY SERVICES.