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Private Client Tax Assistant Manager

External
Swgroup logoSwgroup · Newcastle Upon Tyne, UK
Full-timeOn-site3w ago
ComplianceExcelSAFe
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Benefits

Paid time offEquity / stock optionsParental leave

Additional Information

What will you be doing? We're seeking a talented individual to join our Private Client Tax team in either Newcastle or Southampton , which is responsible for managing the compliance and tax advice process for a client allocation. You will be responsible for supervising tax staff , assisting with client work and deal with technical and administrative issues. As an Assistant Manager, your responsibilities will include among others Preparing tax returns and in some cases review tax returns Managing HMRC enquiries and draft or review HMRC correspondence Responsible for compliance work on clients and monitor time limits and elections for compliance portfolio Preparing complex tax computations and supervise preparation of simple tax computations Preparing reports for clients in relation ad hoc advisory matters Responsible for billing and monitoring budgets Ensuring relevant client deadlines are met and S&W procedures are adhered to Assisting the partners with fee quotes and growing the business To be successful in this role, you should have ACA and/or CTA qualification Knowledge of Private Client and Partnership Tax and some planning experience Strong IT skills including practical knowledge of Microsoft Office packages; Outlook, Word, Excel and PowerPoint Good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner. Good inter-personal skills to be able to liaise with clients and other staff members Desired Some tax advisory experience Evidence of managing a small client portfolio As a colleague here at S&W you will have access to benefits that include: Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.


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