Private Client Assistant Manager

AJ Chambers
£40,000 - £49,999
20 Nov 2019
26 Nov 2019
Contract Type
Full Time
Title: Private Client Assistant Manager

The firm is a highly reputable Kent based practice, offering a friendly, supportive and collaborative environment. This is a unique role with an interesting and varied client base.

Key Responsibilities

· Providing an efficient, client focussed and proactive service to meet the needs of private clients;

· Working with partners, directors and senior manager to prepare proposals for clients and deliver advice to a range of private clients;

· To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward;

· Managing day to day client portfolio including billing, delegation and monitoring work in progress;

· Ensuring that the company's risks are managed appropriately;

· Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC;

· To liaise proactively with clients on advisory matters;

· To review personal tax returns prepared by more junior members of staff.

Skills and personal attributes required

· Capability to work independently;

· Experience of private client tax planning and advisory services;

· Ability to prioritise and, where appropriate, supervise and develop staff;

· Technically capable - able to undertake relevant research and deliver advisory work as well as tax compliance for private clients;

· Good client relationship and communications skills;

· Commercially aware;

· Strong delivery skills and ability to work effectively to deadlines;

· Ability to provide clear and concise advice both orally and in writing.

In addition to a competitive remuneration package, the Firm operates a Flexible Hours of Work Policy which provides people with the freedom to organise their working day around their commitments outside work.