Associate Manager/Manager, Private Client - Remote

Overview

An Associate Tax Manager/Manager in the Private Client team plays a crucial role in providing advice and support to clients on personal tax matters, preparing tax returns, and ensuring compliance with regulations.

In Short

• Handle a portfolio of complex private clients, including high-net-worth individuals.
• Responsible for junior team members’ training and workload management.
• Collaborate with senior team members for learning and development.
• Ensure quality and timely delivery of work for own and junior portfolios.
• Correspond with clients and HM Revenue & Customs on complex tax matters.
• Maintain clear process standards for performance management.
• Develop strong relationships with clients and colleagues.
• Stay updated on current tax legislation and advise clients.
• Act as a key contact for tax queries within the business.
• Collaborate on cross-selling opportunities and business objectives.

Requirements

• Solid understanding of UK tax regulations and compliance.
• CTA qualified (or equivalent) with experience in tax compliance and advisory.
• Strong analytical skills for complex tax issues.
• Excellent verbal and written communication skills.
• Proven ability to manage multiple tasks in a fast-paced environment.

Benefits

• Support for personal growth and career development.
• Flexible working arrangements.
• Positive work environment focused on employee well-being.
• Development support for continuous learning.
• Engaging company culture with social media presence.