Tax Assistant Manager

Marc Daniels

Remote-friendly

Tax Assistant Manager

Location: Maidenhead

An exciting opportunity has arisen to join a growing Tax team in one of the market leading firm of Accountants based in Maidenhead. You will have the opportunity to manage a varied portfolio of personal tax clients and play a key role in the smooth running of the department.

You'll be responsible for managing deadlines and delivering high-quality personal tax compliance work, including Self-Assessment and MTD for IT, as well as supporting the delivery of more complex tax returns.

Duties & key responsibilities:

  • Manage a portfolio of personal tax clients: Self-Assessment and MTD for IT.
  • Support the manager(s)/senior manager(s)/director(s) in the compliance process with the review of tax returns and preparation of complex tax returns.
  • Take responsibility for good relationship management of clients, predominately over the telephone, email, on online meeting and where appropriate in face to face contact.
  • Provides general support to clients in the provision of tax returns and general compliance.
  • Liaise with other service streams and take responsibility for collation of information when the client is a multi-discipline service client.

Skills & abilities:

  • Strong attention to detail with a "can-do" attitude
  • Excellent verbal and written communication skills
  • Strong organisational skills and ability to manage deadlines and prioritise workload
  • Ability to work both independently and as part of a team
  • Confident and proactive approach
  • Comfortable working in a paperless, technology-driven environment

Knowledge & experience:

  • Qualified ATT and/or CTA - minimum 5 years relevant tax experience or possess a minimum of 7 years relevant tax experience if qualified by experience
  • Abilit to spot planning opportunities (tax advisory and Wealth Management) and take responsibility for escalating this to develop new business and cross selling opportunities.
  • Enthusiastic and hard working
  • Client-focused with the ability to build strong professional relationships
  • Proactive and commercially aware
  • Committed to continuous professional development

This is a client-facing role, requiring excellent communication skills and the ability to build strong professional relationships through phone, email, virtual meetings and face-to-face contact.

You will enjoy working in a friendly and supportive working environment in a fast paced culture that offers hybrid working with 2 days a week working from home.

By applying you will be registered as a candidate with Marc Daniels Specialist Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your personal data.


Apply Now →

Application opens at the source listing. Free for jobseekers.