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Personal Tax Assistant Manager

  • Location

    Droitwich

  • Sector:

    Personal Tax, Private Client Tax

  • Contract Type:

    Permanent

  • Salary:

    £42,000 to £48,000

  • Contact:

    Will Langdon

  • Contact email:

    will@clark-wood.co.uk

  • Contact phone:

    07920 557121

  • Job ref:

    WL-18103

  • Published:

    10 days ago

  • Expiry date:

    2025-01-31

  • Consultant:

    Will Langdon

Personal Tax Assistant Manager

Location: Droitwich Spa
Salary: Circa £42,000 - £46,000 (Dependent on Experience)

Clark Wood, specialists in accountancy practice and tax recruitment, are collaborating with a reputable and growing firm of chartered accountants in Droitwich to recruit a Personal Tax Assistant Manager.

Role Overview:

As a Personal Tax Assistant Manager in the private client tax team, you will manage a diverse portfolio of Personal Tax clients. Your responsibilities will encompass overseeing compliance and reporting aspects, including partnership tax computations, property income accounts, self-employment accounts, GP pension declarations, capital tax computations, trust tax returns, IHT accounts, and trust accounts. You will also provide tax advice and guidance to clients while supervising Tax Assistants within the team.

Ideal Candidate Profile:

  • Experience in a Personal Tax or Mixed Tax role within a practice environment

  • ATT/CTA/ACCA qualified (or equivalent)

  • Strong technical expertise in Personal Taxation

Key Responsibilities:

  • Manage a portfolio of clients, serving as their main point of contact

  • Prepare and review personal tax returns

  • Train, guide, and support junior staff

  • Identify tax planning opportunities for individuals and trusts

  • Assist with tax consulting work related to high-net-worth individuals (HNWI) and trusts as needed

Benefits:

  • Opportunity to join a well-regarded and forward-thinking firm

  • Genuine prospects for career development and progression

If you are interested in this role and have the relevant experience, please contact Will Langdon at Clark Wood for further information:

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