Private Client Tax Assistant Manager

Private Client Tax Assistant Manager
Droitwich, Worcestershire
Salary £40,000 - £48,000

Butler Rose, public practice is delighted to be supporting our client an Award Winning firm who's currently got a great opportunity for a Private Client Tax Assistant Manager. You will provide personal and trust tax compliance and associated advisory services to a variety of clients.

Role Requirements -

  • Act as the main contact for clients, ensuring they have the information they need and their files are in order.
  • Handle the preparation of complex personal tax returns and associated claims.
  • Review simple tax returns to ensure accuracy and compliance.
  • Assist senior team members with managing client portfolios when needed.
  • Provide guidance and support to junior team members.
  • Attend client meetings to discuss their tax situation and provide updates.
  • Deal with HM Revenue and Customs on behalf of clients.
  • Manage a small group of clients and maintain relationships.
  • Ensure work is completed on time and billing is handled efficiently.
  • Encourage a culture of equality and diversity within the workplace.

Personal Requirements -

  • ATT/ CTA qualification, or a similar professional qualification (QBE candidates may also be considered)
  • Significant exposure to personal and private client tax in a specialist or mixed role
  • Strong communication skills - both verbal and written.
  • Experience of working in a client-facing role
  • Able to prioritise own workload and work to deadlines
  • Demonstrate accuracy in technical work delivered

This is an outstanding opportunity for the right individual to join this firm of choice.

Please apply now if you have the relevant skills and experience to meet the requirements as set out above and we will be in contact to discuss further.

This role is advertised by Liezl Botha, Butler Rose (AGY) [email protected]

Butler Rose is committed to equality in the workplace and is an equal opportunity employer.
Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.

£40,000 - £48,000
Per annum
GBP40000 - GBP48000 per annum

Bewdley

Permanent

Added 09/04/2025

Private Client Tax Assistant Manager

Bewdley
Permanent

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