Tax Assistant Manager - UK

The role

The Tax Assistant Manager will manage a portfolio of tax clients across personal and corporation tax compliance. They will review work prepared by junior team members and provide support on tax advisory and planning assignments.

What you will do

• Manage a portfolio of tax clients across personal tax and corporation tax compliance matters.
• Review tax returns, computations and supporting work prepared by junior team members.
• Provide support on tax advisory and planning assignments.
• Act as a day-to-day point of contact for clients.
• Assist with identifying tax planning opportunities.
• Support the Tax Director and Tax Manager in workflow management and prioritization.
• Coach, support and develop junior colleagues.
• Maintain up-to-date knowledge of UK tax legislation.
• Ensure all work is completed in line with internal quality standards and deadlines.
• Oversee monitoring of tax compliance deadlines and inhouse tax training.

Required qualifications

• CTA or AAT qualified, or qualified by relevant experience
• At least 5 years’ experience in a tax role with exposure to tax compliance, advisory and planning work
• A collaborative and proactive approach
• Strong technical knowledge of personal tax and corporation tax
• Experience of reviewing work prepared by junior colleagues and providing feedback
• Ability to draft clear and accurate tax planning and advisory reports
• Excellent verbal and written communication and consultative skills
• Comfort communicating across all levels of the organization
• Expert knowledge of Microsoft Office (Excel, Word, Outlook)
• The ability to manage multiple tasks and priorities efficiently

Nice to have

• Familiarity with CCH and QuickBooks

Benefits

• Annual bonus
• Comprehensive benefits package

Before you apply

• Candidate information, including education and work experience, is verified upon an offer of employment.
• Falsification of application information may be grounds for denying employment.

About the company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Gelfand, Rennert & Feldman is a Focus Financial partner firm.