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.

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