Insite Group
Private Client Tax Assistant Manager
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Job Title: Private Client Tax Assistant Manager - Advisory
Location: Birmingham Office - hybrid working available
Salary: £48,000 - £55,000 + benefits package!
The Role:
This Private team specialises in looking after the tax affairs of entrepreneurial and high net worth individuals, their families, and their businesses to provide a bespoke service advising on a variety of tax planning matters such as business structuring (including reorganisations and demergers), business and asset disposals, inheritance tax and estate planning, UK and overseas trust planning, personal international tax planning including residency. Working closely with dynamic individuals is an important part of the role and you'll need to be able to build rewarding relationships quickly. As an Assistant Manager within the Private Tax Advisory team in the Central region you will:
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- Receive challenging, on-the-ground experience in a fully advisory role, meeting clients, and helping them to operate in a tax-efficient manner
- Carry out bespoke technical research for a range of complex advisory projects
- Produce high quality tax reports to advise clients and liaise with HM Revenue & Customs on their behalf
- Build internal networks
- Keep up to date with and monitor developments in UK and International tax law, both legislation and case law
Candidate Requirements:
- Professional qualification (ATT / CTA / ACA / ACCA or equivalent)
- Be confident interacting with clients.
- UK Private Client tax and / or Corporate Tax Advisory experience (including shareholder tax issues, company restructuring, inheritance tax and estate planning etc)
- Ability to research a range of topics to feed into complex advisory projects
- Experience working with private clients and owner managed businesses (including both tax advisory and compliance matters)
- An eagerness to develop deep knowledge of the firm's services and capabilities
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Benefits:
- Tailored development programmes and access to coaching
- Flexible bank holidays - allowing you to celebrate the days that are important to you
- Pension
- Life assurance
- Private medical
- Additional holiday purchasing
- Health benefits
- Shopping discounts
- Gym memberships
- Financial advice
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