Personal Tax Compliance Assistant Manager - Newcastle

Private Client Tax Assistant Manager, Top 10 Accountancy Firm
Newcastle
£40,000 - £50,000 + Benefits + Career Progression

Do you want to manage a varied portfolio of high net worth individuals, partnerships and trusts?

Looking for a role where you can take real ownership of complex compliance work while developing your technical skills?

Enjoy building long-term relationships with a diverse and interesting client base?

Benefits:

• Competitive salary of £40,000 - £50,000
• Private medical insurance and life assurance
• Generous holiday package with option to purchase additional days
• Hybrid working model
• Fully funded training towards professional qualifications
• Pension contribution and cycle to work scheme

Your new firm: Our client is one of the UK's top 10 fastest growing accountancy firms, with a heritage dating back to 1881. Built on expertise and driven by ambition, they provide a comprehensive range of services including tax and accountancy, advisory and assurance, corporate finance and restructuring across a national network of offices.
Following continued growth in their Newcastle Private Client Tax team, they are now looking to appoint an Assistant Manager to join a collaborative and high performing team.
Your new role: As a Private Client Tax Assistant Manager, you will take responsibility for managing the compliance process for your own portfolio of clients including high net worth individuals, partnerships and trusts. You'll work closely with Partners, taking ownership of complex compliance work while supervising and supporting junior team members.
Day to day you'll be preparing and reviewing tax returns, managing HMRC enquiries, drafting correspondence on technical matters and ensuring all client deadlines and elections are met. This is a compliance focused role with real variety across a diverse and interesting client base.

Key responsibilities include:

• Preparing and reviewing tax returns across a portfolio of HNWIs, partnerships and trusts
• Preparing complex tax computations and supervising preparation of simpler computations
• Managing HMRC enquiries and drafting technical correspondence
• Monitoring time limits, elections and deadlines across your compliance portfolio
• Supervising and supporting junior tax staff
• Managing billing and monitoring budgets
• Assisting Partners with fee quotes and business development

To be successful in this role, you'll need:

• ACA and / or CTA qualification
• Strong knowledge of private client and partnership tax
• Experience managing a compliance portfolio including HNWIs, partnerships or trusts
• Excellent written communication skills for client and HMRC correspondence
• Strong interpersonal skills and ability to liaise confidently with clients and colleagues

Benefits:

• Competitive salary of £40,000 - £50,000
• Private medical insurance and life assurance
• Generous holiday package with option to purchase additional days
• Shared parental leave
• Hybrid working
• Fully funded professional qualification support
• Pension, cycle to work scheme and season ticket loan

Want to find out more? Drop an email to sam.priday@pro-tax.co.uk or call on 07846 741892

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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.