Assistant Tax Manager

As our Tax team continues to grow, we are seeking an Assistant Tax Manager to join us and play a key role in supporting our expanding client base.
Working alongside experienced tax specialists, you will be involved in a broad range of matters, building strong client relationships and helping to deliver practical, high-quality solutions. This is an excellent opportunity for a motivated tax professional looking to develop their career within a supportive and collaborative environment.

Job Title – Assistant Tax Manager (CTA qualified/part-qualified)
Reporting to – Tax Partner
Direct reports – None
Hours – 9:00am – 5.30pm, Monday to Friday with additional hours as required.
Role purpose – To assist the Tax team in all areas of the practice.
Current team of six comprising of one Senior Partner, one Junior Partner, one Senior Manager, two Managers and a Tax Executive.

Key responsibilities

  • Assisting with the tax compliance process with a view to managing a portfolio of clients. This would include, for example, preparation/first review of personal returns, trust returns and tax filings in connection with CGT, ATED and IHT.
  • Assisting with aspects of UK tax reporting in general, including drafting ‘white space’ disclosures, and input regarding residence issues.
  • Data analysis, including use of excel spreadsheets to analyse data and produce computations.
  • Prime document review – undertake detailed reviews of client prime documents, highlight concerns and areas of clarification, prepare synopsis of issues and steps to remedy.
  • Undertaking research on specific areas of UK tax legislation, HMRC practice, and relevant case law.
  • Whilst the role will primarily focus on compliance, there will be opportunities to assist with tax advisory reports/letters/memos/emails to be delivered to Tax Managers, Senior Manager and/or Tax Partners.
  • Client and third-party services provider management – attendance at meetings, taking instructions in writing or verbally, resolving and answering client or third-party service provider questions.
  • Assisting with the preparation of marketing materials and liaison with the marketing team on production of copy and documents for external use.
  • General assistance to entire team, as required.
  • To provide high levels of client service at all times.

Skills, experience and attributes

  • Educated to degree level, minimum of 2:1, preferably Bsc or BA
  • CTA qualified (part-qualified CTA will be considered)
  • Experience of the UK tax compliance process, including exposure to a small portfolio of clients. Experience of tax return preparation and ideally, completing first reviews of tax returns.
  • Experience of preparing tax advisory reports – ideally with an Owner Managed Businesses (OMB) focus.
  • Experience with international issues for private clients also desirable, including the utilisation of non-UK structures for UK resident and nonresident clients.
  • Good oral and written communication skills.
  • Strong analytical skills.
  • Ability to analyse and interpret financial data.
  • Highly organised.
  • Strong IT skills (in particular Excel).