Own and manage a portfolio of clients, demonstrating project management skills with minimal day to day oversight
Build strong client relationships, putting our clients at the heart of everything we do
Support senior team members on engagements, frequently taking responsibility for many aspects of those engagements and consistently delivering to high standards
Be curious about all aspects of business, taking this through to understanding your clients really well and what’s important to them
Ensure proactive management of the compliance process where applicable (proactive communication internally & externally, ensuring that everything is up to date and delivered on time)
Take accountability for managing WIP/Fees/prompt billing and payment on your portfolio, with the support of the senior team when needed

ATT qualified with experience working in a Private Client/Personal Tax focused role managing a portfolio of private clients
Ideally CTA qualified
Be a great communicator, excel at building solid, trusting relationships (both internally and with clients)
Demonstrate a strong commercial focus
Work off your own initiative with good project management skills
Be able to challenge and question how things are done, demonstrating a continuous improvement mindset
Have the drive to deliver the best with the determination to get it right first time

A flexible approach to work
balancing working from home, in office or with clients
A generous holiday entitlement
No dress code – just “wear something!”
Enhanced Maternity/Paternity leave.
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Cooper Parry social/sports clubs

Private Client Tax Assistant Manager

Key skills