Job Openings Private Tax Assistant Manager

About the job Private Tax Assistant Manager


Position - Private tax assistant manager

Location - Grantham

Salary - £42,000 - £46,850

Role - Permanent

Overview:

Stepping into the role of Private Tax Assistant Manager, you'll support senior staff by offering top-notch tax advice and helping teams meet their goals.

Role Summary:

  • Professional Development: Maintain and enhance skills needed to provide excellent client services, boosting the company's reputation.
  • Team Leadership: Guide and develop team members, conduct performance reviews, set goals, and hold regular check-ins.
  • Client Portfolio: Oversee client portfolios, ensuring high-quality service delivery and adherence to budgets.
  • Collaboration: Partner with team members to identify client needs and ensure project efficiency. Keep senior staff updated and escalate issues as necessary.
  • Business Expansion: Network to find new clients, identify business opportunities, participate in marketing, and prepare tender documents.

Skills and Experience Required:

  • Qualified (ACA, ACCA, CTA, or ATT) with a minimum of two years post-qualification experience.
  • Strong communication and collaboration skills.
  • Experience with inheritance tax, capital gains, allowances, trusts, income tax, and incorporation.
  • Proven team and client management abilities.
  • Proficient with Microsoft Office 365.
  • Organized with good time and budget management.
  • Self-driven for continuous learning and development.