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.