Personal Tax Assistant Manager

AJ Chambers
01 Mar 2019
30 Mar 2019
Contract Type
Full Time

Overall job purpose

An exciting opportunity has arisen within this highly reputable Kent based firm for a Personal Tax Assistant Manager to oversee a portfolio of private clients on personal tax matters relating primarily to IHT, CGT, Estate Planning and Trusts. Reporting directly to the Tax Partner/Director, you will assume some of the responsibility for running the Tax department in a reliable and professional manner.

Main Duties

  • To contribute to the efficient and successful delivery of tax services to the client
  • Build and maintain tax relationships with clients and provide high levels of client service
  • Build relationships both within the firm and externally with clients, identifying opportunities and managing expectations
  • Assisting the Private Client Tax Director, and other Partners, with the successful delivery of tax projects, ensuring technical excellence and practical/business driven approach taken
  • Responsible for day-to-day client liaison
  • Maintaining a portfolio of private clients, ensuring hat all aspects of their affairs are dealt with accurately and timely
  • Assisting clients with their wider tax compliance obligations
  • Involved in supporting, advising, coaching and motivating team members when required and helping to ensure they fulfil their responsibilities
  • Ensure all personal targets and departmental targets are reached or exceeded

Skills and Experience

  • Ideally ATT qualified, CTA desirable or looking to start
  • Strong technical skills and keen to develop further
  • Experience of dealing confidently with a variety of personal clients
  • Self-motivated, positive and willing attitude to work
  • An outgoing approach with the ability to develop good relationships with clients and within the firm
  • Client focus and commercial awareness
  • Project management skills to plan and prioritise work to meet deadlines
  • Some experience in dealing with Inheritance Tax and Trust issues
  • Excellent written and oral communication skills


For more information on this Personal Tax Assistant Manager role, please contact Jodi King at AJ Chambers.

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