Personal Tax Assistant Manager

Personal Tax Assistant Manager
Bournemouth
£Dependent on Experience

Clark Wood are currently working with a Top 20 Firm who are looking for a Personal Tax Assistant Manager in their Bournemouth office.

As a Personal Tax Assistant Manager your role will include:

The successful applicant will be responsible for their own portfolio of private clients including all compliance matters, administration and tax planning.

The position will involve training and reviewing the work of junior staff within the group. Reporting will mainly be to the group’s team leaders and, in many cases, directly to the partners. Individuals will also be required to assist the team leaders with the management of the group and have direct staff responsibilities.

The allocation of work includes: self-assessment tax returns for wealthy individuals, partnership and trusts; associated tax computations including CGT calculations on securities, chattels and property transactions; completion of estate tax returns; and all related and complex aspects of looking after the tax affairs of a variety of high net worth private clients with wide ranging business and personal interests.

Specific experience of residence and domicile matters is desirable, but not essential.

The role provides an excellent range of work for someone with a background in tax compliance wishing to broaden their experience with a dedicated “private client” firm with a diverse client base.

Our client in Bournemouth is looking for the following skills:

Previous experience of using tax return software is assumed, as is use of Word and Excel. Some knowledge of computerised accounts packages would be useful.

Applicants should be preferably CTA qualified, or equivalent.

For further information on this role please contact Jack Wood at Clark Wood - jack@clark-wood.co.uk / 07951 392741