Associate Manager Private Client
Associate Manager Private Client
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Job Description
Were Gravita: the accountants fuelling ambitious businesses. Were a full service techenabled firm working with entrepreneurs and businesses to help them achieve their goals and make an impact in the world.
Were growing fast and are bringing likeminded advisors together to form a fullservice techenabled accounting partner for thousands of SMEs. Our team use their incredible expertise alongside intuitive technology to help businesses and entrepreneurs plan better and grow faster.
Our mission is to become the UKs leading techenabled accounting firm for SMEs. We have ambitious goals and our highcalibre team work hard to achieve them. We are one team with one agenda working collaboratively in a respectful environment to deliver a great service to our clients. So if you join us youll not only be working on exciting client challenges youll also be helping us shape the future of accounting.
The Role
An Associate Tax Manager in the Private Client team plays a crucial role in providing advice and support to our clients on personal tax matters.
The role is responsible for preparing complex annual selfassessment tax returns calculating tax liabilities and corresponding with clients to support them with their tax compliance for example addressing outstanding information explaining how tax liabilities have arisen. You also look out for ways to help clients to be taxefficient. Building and maintaining strong client relationships and collaborating with internal teams is essential for success in this role.
The responsibilities encompass advising clients both verbally and in writing researching and proposing solutions for technical tax issues and ensuring compliance with HM Revenue & Customs regulations.
Key Responsibilities:
- Handling a portfolio of complex private clients including highnetworth individuals and ownermanaged businesses (OMBs) for both compliance work and advisory work.
- Responsible for junior team members identifying their training needs overseeing their workload.
- Working closely with Associate Directors/Directors for junior team members learning growth and development involved in their appraisals.
- Taking responsibility for quality and timely delivery of work on own portfolio and junior team members; keeping senior team members/partners informed of progress.
- Responsible for WIPs and billing of clients on own portfolio.
- Corresponding with clients and HM Revenue & Customs on more complex tax matters enquiries clearances.
- Maintaining and applying clear process standards for managing performance at all levels.
- Develop and maintain strong relationships with clients and colleagues throughout the year.
- Maintaining a proactive understanding of current tax legislation and advising clients accordingly.
- Being a key contact on tax queries for the business.
- Collaborating with internal departments on crossselling opportunities and achieving key business objectives
Qualifications Knowledge & Experience:
- Solid understanding of UK tax regulations and compliance requirements.
- CTAqualified (or equivalent)with experience in complex tax compliance and advisory work.
- Strong analytical skills and ability to research and propose solutions for complex tax matters.
- Excellent communication skills both verbal and written with the ability to convey technical information clearly to clients and colleagues.
- Proven ability to manage multiple tasks and prioritise effectively in a fastpaced environment.
Your Career with Gravita
When you join Gravita well support you on your own growth journey. We want to be the place you learn grow and unlock your true potential.
Well work with you to build a progression plan to outline how youll grow at our company and everything well do to help you get there. Were also passionate about learning and development to help you focus on your future.
The Nitty Gritty
- Our standard working week is a 37.5hour week on a hybrid basis (with up to 50 of your time across the month home based and the other 50 office based)
- Core working hours are 10am 4pm Monday to Friday
- Flexible working and happy employees are at the top of our list here at Gravita and we have been working hard to support our teams through the fastpaced changes.
- Your development wont be forgotten our development support is extraordinary for a firm of our size.
- Its a busy fastpaced environment here at Gravita. Feel free to check out our social media channels (Instagram X LinkedIn and Glassdoor).
Employment Type
Full Time
