Private Client Tax Assistant Manager

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Role purpose

Mixture of compliance and advisory. Running a portfolio which is a mix of complex returns as a case-handler and more straight-forward cases as the acting manager. The role will also involve assisting on the delivery of advisory work including research on potentially new technical areas. Experience and up to date knowledge is therefore essential.

Key responsibilities

• Responsibility for a mixed portfolio of personal tax clients, largely UK domestic but with likely with some international elements (e.g. new arrivers, leavers, non-UK trusts).
• Assisting managers/directors/partners on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, pension planning pre April 2027 changes, coming to and leaving the UK.
• Preparation and attendance at both existing and potential new client meetings, and ensuring the work is carried out in a timely manner and within budget. Preparing meeting note and assisting with follow up.
• Responsible for collating all the information needed to prepare the tax return involving liaising with other third-party professionals and on some occasions the clients themselves.
• Must be technically competent in dealing with all aspects of income tax (including National Insurance) and capital gains tax.
• Able to research new technical areas.
• Will be responsible for the preparation of the tax returns for approval by the client and for then electronically filing them.
• Main day to day contact on a number of their client portfolio.
• Promptly dealing with routine correspondence received in connection with those clients.
• Ad-hoc assignments in connection with the client's affairs - incorporating inheritance tax, income tax and capital gains tax.
• Assisting with s9A enquiries and preparing disclosures under the digital disclosure facility.
• Must be able to prioritise and organise own work to ensure consistently high standard of client care and to meet HMRC deadlines - working without supervision and to show initiative in dealing with clients' affairs.
• Responsible for monitoring own time budgets and chargeability.
• Reviews billing at least quarterly, prepares fee notes for approval by partner and organises deliver to the client.
• Contributes to the development of others within the team which is evidence by feedback

Equipment used

• Use of computer CCH packages and SharePoint.

Qualifications/education required

• Minimum requirement to be CTA qualified

Particular aptitudes / skills required

• Must have a minimum of 4 years private client experience
• Good organisational skills and will be required to organise their own work to ensure that all deadlines are met.
• Good computer skills including a sound knowledge of Word & Excel are required. (Full training will be provided re use of AI within the firm).

About Mercer & Hole

Mercer & Hole is an independent firm since being founded in 1905. Today, we are proud to say that we are a growing top 50 accountancy firm performing Audit, Corporate Tax, and advisory work. We are also a top 50 UK firm for both private client tax work and financial planning.

The firm is led by 29 partners, many of whom are top 4 trained, and we value teamwork with approx 300 staff across four locations in the UK, with our new flagship office in the heart of the City in Lombard Street.

We work with businesses and individuals and provide a quality, personalised service with high levels of expertise across all aspects of audit, accountancy, tax, and financial planning. We have the technical knowledge and excellence, but we also aim to give our clients practical options, and always make complex issues easy to understand. The secret to our success is a commitment to deliver only the best for our clients and to exceed their expectations from our initial contact and throughout our relationship.

We are recognised for being friendly and approachable, taking the time to get to know our clients as people so that we understand what is important to them, their business ventures, and their family commitments.

The firm has a varied, international client base and an international presence as we are founding members of The International Accounting Group and TAG Law which aligns over 16,000 professionals globally.

Making a difference

People and businesses are facing unprecedented change. Across all sectors, business owners, Boards and Executive Management Teams must continually re-evaluate their position and make tough decisions that will affect their future goals and those of their organisations.

We work with a range of clients from start-ups, SMEs and larger corporations, including listed business, across a wide scope of industry sectors to provide them with a range of specialised services. At Mercer & Hole, we are known for our exceptional level of client care. We believe taking time to get to know our clients gives us a greater understanding of their business goals to provide real value.

Our experienced team can provide expert help in the following areas:
• Audit and Accounting (note, audit services not provided to listed entities)
• Tax compliance and advisory
• Business and strategic advice
• VAT including partial exemption issues
• Virtual Finance, including bookkeeping, management accounting, financial modelling and payroll
• "World Class Finance" - review of financial processes and controls, including improvement recommendations and implantation guidance
• Regulatory returns
• Valuation services
• Merger and acquisition support and advice (including Financial Due Diligence)
• Private client services and exit strategy planning
• Raising finance

We really want to attract and retain individuals who share our Values:

Together

The firm with the family feel. Express gratitude. Smile. Be humble and confident. Have fun.

Resilient

Change is imminent, and business is imperfect. Be open minded & agile. Assume positive intent and exercise the power of positive thinking.

Understanding

Each individual matters and will be heard and respected. Honesty, integrity, empathy and kindness are fundamental.

Supportive

We support what is important to you and show kindness in our behaviour to each other. We encourage each other to realise our potential.

Thrive!

We strive to be the best, innovate and always do exceptional work. That's who we are and what our clients deserve.