Private Client Tax Senior/Assistant Manager

  • Full Time - Permanent
  • Huntingdon, Cambridgeshire
  • Competitive + Benefits USD / Year
  • Salary: $Competitive + Benefits
  • LOCATION:  Huntingdon, Cambridgeshire
  • TYPE: Full-Time, Permanent (Hybrid/Office-based)
  • SALARY: Competitive (plus benefits)
  • REFERENCE NO: 1578

 Wills Consultants are seeking a Private Client Tax Senior/Assistant Manager, to join growing Private Client Tax team at their brand-new office premises.

As the Private Client Tax Senior/Assistant Manager, you will be part of a small and friendly team managing broad private client portfolio. You will be working closely with colleagues in Cambridgeshire and across the region.

As the Private Client Tax Senior/Assistant Manager will:

  • Deal with a wide range of compliance matters, including the preparation of tax returns for individuals, partnerships, trusts and estates
  • Be responsible for the completion of Capital Gains Tax returns, Inheritance Tax accounts and Trust Registration filing requirements
  • Be responsible for handling of HM Revenue & Customs enquiries, remuneration planning and assisting with a variety of tax advisory projects
  • Utilise your strong technical expertise to provide excellent front line client service to your portfolio, alongside reviewing self-assessment tax returns completed by other staff and assisting with their development of more junior staff
  • Be involved in business development activities

For the successful Private Client Tax Senior/Assistant Manager, we are seeking the following qualities:

  • A minimum of 3 years recent practice experience within a personal tax role, or a mixed role including personal tax
  • Should hold or be studying towards the CTA qualification (or be qualified by experience). ICAEW, ACCA and or STEP qualifications would be beneficial.  Study support may be considered
  • Experience of successfully managing a portfolio of private clients alongside reviewing self-assessment tax returns completed by other staff. Previous exposure to all aspects of Personal Tax compliance work within a professional services environment is essential, to include:-
    • Capital Gains Tax planning
    • Remuneration planning
    • IR35
    • Trusts/Inheritance Tax
    • Benefits in Kind/P11Ds
  • Team-player able to work independently
  • A high level of ICT literacy with sound knowledge of MS Word, Excel and accounting/tax software packages. Knowledge of CCH software would be beneficial
  • Ability to assist in providing technical support across the firm
  • Ability to work autonomously whilst also building/developing a team. Previous experience of supervising and reviewing the work of more junior staff would be useful
  • Excellent communication skills- both written and oral
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