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Permanent

Private Client Tax Opportunity - Suffolk

Ipswich
money-bag 32000.00-32000.00 Annual
3108366405
Posted 2 days ago

Private Client Tax Assistant Senior Assistant ManagerAre you experienced in preparing tax returns for private clients?Are you looking to join a firm that genuinely values its people-where you are recognised as an individual, not just another "number"?Our client is a highly respected, independent firm that offers the best of both worlds: large enough to support your career progression to the highest level, yet small enough to ensure you feel seen, supported, and valued.Due to continued growth, an exciting opportunity has arisen within their Private Client team at their Suffolk hub-a key focus area for the firm''s strategic expansion over the coming years.The RoleThe firm is open to candidates at Assistant (Semi Senior), Senior, or Assistant Manager level, depending on your experience and expertise. They take a long-term view of development, giving new team members the time and support to settle, grow, and progress through a structured development pathway where promotions are based on merit-not vacancy.Responsibilities will vary depending on level, but may include:Managing a diverse portfolio of private clients, trusts, and estates from start to finish-including onboarding new clients with varying levels of complexityDelivering tax advisory work, with direct client interaction and responsibility-either independently or with senior supportPreparing complex Capital Gains Tax computations and drafting Inheritance Tax reports and schedulesIdentifying tax planning opportunities, par

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