Private Client Assistant Manager

Azets

Private Client Assistant Manager

Salary Not Specified

Azets, Adamsdown, Caerdydd - Cardiff

  • Full time
  • Permanent
  • Onsite working

Posted 2 weeks ago, 18 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 832ce30d28ef409eb9a0be87d8e815f3

Full Job Description

As a Manager at Azets, you will have the ability and motivation needed to:

  • Own and manage a client portfolio with higher level of client responsibility, oversee your team's portfolios and inputting to workflow planning

  • Deliver revenue and profitability targets

  • Foster enduring client relationships

  • Develop and inspire our smarter people plan


  • Day to day duties
  • Provide a range of Tax services, focusing on a small private client portfolio, specialising in personal tax across a mix of compliance and advisory work

  • Identify tax sensitive expenditure and wider tax issues

  • Liaising with clients to resolve queries

  • Communicate with internal departments to ensure deadlines are met, and overseeing client portfolios to ensure HMRC deadlines are met

  • Work as part of the wider Private Client team, working closely with colleagues

  • Review the work of junior team members

  • Monitor your own utilisation, productivity and WIP

  • Confident providing guidance and feedback to others in the team

    ATT/CTA/ACA/ACCA/CA (or equivalent) qualified

  • Our clients come from all industries, so exposure to multiple sectors would be a distinct advantage

  • Previous personal/private client Tax or Mixed Tax experience in a similar role within a practice environment is essential

  • Strong technical knowledge and the ability to carry out research into complex areas of tax legislation

    Azets


  • Cardiff, Wales

    Interested in working with an industry varied client base across the SME market?; Ready to become a leader in your specialist field?; Are you interested in working for a rapidly evolving company?
    Who are Azets

    Azets are a leading firm of Accountants and Business Advisers operating across the UK, Ireland and the Nordics, we have over a wide network of employees and an abundance of inspiring opportunities to join one of our many offices!

    We are a top ten accountancy firm in the UK and are the number one largest SME practice.