Private Client Tax Assistant Manager

This Private Client Tax Assistant Manager opportunity is built around monitoring WIP and notify clients in ‘real time’ of any expected changes to the fee quote. It would suit someone who can bring strong professional approach to the role.

Who the work supports

Ensure establishment of scope and budget for each piece of private client tax work under own. Manage the annual tax return cycle for own portfolio.

How support shows up

Monitoring WIP and notify clients in ‘real time’ of any expected changes to the fee quote. Ensure preparation of bills for own/team Private Client Tax work and ensure timely sending to. Monitoring debtors and ensure appropriate levels of communication with clients to ensure.

The approach that fits

Strong professional approach.

Job details

• Leave – We offer a generous annual leave allowance, Holiday buying (up to 5 days), Agile working.
• CSR – Give as you earn , 1 day off to take up volunteering opportunities.
• Provide feedback to all team members involved in specific private client tax work on adherence.
• Build own internal profile amongst partners and directors in other SLs to ensure private client.