• 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