Clark Wood are delighted to be working with this leading firm of Accountants in Dorset who are currently looking for a Private Client Tax Assistant Manager to join their team.
The successful candidate will primary responsibility for proactively managing a portfolio of personal tax / entrepreneurial clients including overseeing the tax compliance cycle and the ability to spot and develop advisory work.
Duties and Responsibilities:
Managing a portfolio of clients and acting as the main point of contact for the client and liaising with other advisers;
Overseeing the annual compliance cycle on your portfolio.
Reviewing tax returns, correspondence and advice drafted by more junior members of the team;
Maximising advisory opportunities from your portfolio of clients and dealing with ad hoc advisory and planning issues as they arise;
Preparing tax advisory letters, memos and reports and reviewing drafts prepared by more junior members of the team;
Helping develop the business and the seek new opportunities both within
Managing WIP and billing;
Acting as a coach to more junior members of the team;
Maintaining an up-to-date technical knowledge of personal, trust and business tax matters.
ACA / ACCA / CTA Qualified
Experience of inheritance tax, trusts and estates would be considered an advantage.
As many clients will be owner managed businesses, a working knowledge of corporation tax compliance is also required.
For further information on this role please contact Will Langdon at Clark Wood
If this specific vacancy is not quite what you are looking for please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £200 in vouchers if we assist them in securing a permanent role.