Private Client Tax Assistant Manager
Smith & Williamson
4d ago

Tilney Smith & Williamson

Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice.

For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.


Our London office, based in the City, provides leading edge advice to private clients, professional practices, mid to large corporates and nonprofit organisations.

From the London office we provide the full range of our services : business advisory services, corporate finance, corporate recovery, corporate tax, forensic services and litigation support, investment management, pensions and financial planning and advice on personal tax and trusts.

Private Client Tax Services

Many individuals seek help with their taxes whether it is due to lack of time, the complexity of the annual tax return process or to find tax efficient strategies.

Whatever the reason, we can help individuals from all walks of life with all the tax issues they may face. We can deal with compliance obligations and reporting requirements while also offering high level planning advice on a domestic and international level.

Purpose of role :

Manage the compliance and tax advice process for a client allocation. Supervise tax staff assisting with client work and deal with technical and administrative issues.

Key responsibilities :

Client Work :

  • Prepare more complex Grade A tax returns
  • Review basic Grade B / C tax returns
  • Manage HMRC enquiries
  • Responsibility for compliance work on clients
  • Prepare complex tax computations
  • Supervise preparation of simple tax computations
  • Monitor time limits and elections for compliance portfolio
  • Draft or review HMRC correspondence
  • Prepare technical research
  • Prepare reports for clients in relation ad hoc advisory matters
  • Contribute at client meetings
  • Responsible for billing and monitoring budgets
  • Staff Management

  • Delegate tasks and review work from Trainees / Seniors
  • Coach Trainees
  • Provide feedback for Trainees appraisals
  • Training & Development :

  • Prepare technical training sessions
  • Maintain technical knowledge
  • Attend internal training sessions
  • Compliance

  • Ensure relevant client deadlines are met
  • Ensure Smith & Williamson procedures are adhered to
  • Responsible for some departmental administrative tasks
  • Business Development

  • Assist the partners with fee quotes and growing the business
  • With a formalised departmental and firm-wide program, develop contacts with firm and externally
  • Join the mentor scheme to help the development of their career
  • Key Competencies :

  • Planning and Organising : must be able to plan workload in order to prioritise work to meet conflicting deadlines and cope with pressure
  • Written and verbal communication : good written communication skills are necessary to draft correspondence with clients and HMRC to explain technical issues in an easily understandable manner.
  • Must have good inter-personal skills to be able to liaise with clients and other staff members

  • Customer Focus : meeting deadlines and responding to client needs
  • Team work : provide link in chain to supervise staff members below and support partners and senior managers above
  • Technical Expertise : maintain technical knowledge obtained from exam qualifications
  • Candidate Profile

    Education / Qualifications :

  • Professionally Qualified CTA, ACA or equivalent qualification
  • Key Experience / Skills :

  • Significant experience gained within a professional services firm
  • Technical knowledge to include CGT, IHT, business tax aspects. Non-resident, non-domicile and partnership experience will be useful
  • Ability to write letters explaining complicated planning issues as well as verbal communication skills
  • Computer literate using a range of applications / programmes ideally including Digita software
  • Some tax advisory experience preferable but not essential
  • Starting to gain staff management / mentoring / supervisory experience
  • Evidence of managing a small client portfolio desirable
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