Private Client Tax Manager (Part-Time, 2 days per week)
After a period of rapid growth, Create Balance are seeking an experienced Private Client tax professional to support the Tax Director. This is an exciting opportunity to really make your mark in a thriving firm, with the role growing as the business continues to expand. If you are a dedicated, detail-oriented team player and are looking to join a friendly, progressive, client-focused team where your contribution truly makes a difference, we'd love to hear from you!
About the Role
Part-time: 2 days per week (15 hours) to start with, with the opportunity to increase your days/hours as our business continues to grow
Salary: 50,000 FTE (so 20,000 pro-rata)
Based in our offices at the beautiful Eridge Park estate, near Tunbridge Wells
Providing support to our Tax Director as she continues to grow the client base
Working closely with our clients to provide expert support on their personal tax affairs
Preparing and submitting personal tax returns with accuracy and efficiency
Dealing with income tax and CGT issues arising on estates and probate cases
Knowledge of trust accounts and taxation would be useful, but is not essential
Our Core Values
At Create Balance, our values are the foundation of everything we do:
People First
- we prioritise the health and wellbeing of our clients and staff
Quality
- we are committed to delivering our best work every time
Collaboration
- we believe in teamwork and supporting one another
Efficiency
- we produce timely, accurate work without compromising quality
Innovation
- we constantly ask ourselves if there is a better way to serve our clients
About You
Ideally
ATT qualified
(or working towards this) with strong knowledge of UK personal tax
Solid experience in the
preparation of personal tax returns
and managing the filing process
Additional experience in
income tax
and
CGT issues
arising on death estates would be a bonus, but training will be provided for the right person
Approachable, organised, and able to communicate clearly with clients and colleagues
A team player who enjoys building relationships but is also confident working independently
What We Offer
A flexible, supportive working environment
The chance to grow your role and responsibilities as the firm expands
Competitive salary (pro-rata) based on experience and qualifications
Company pension
Health cashback plan
Free on-site parking
Death in Service benefit
Job Types: Part-time, Permanent
Pay: 20,000.00 per year
Expected hours: 15 per week
Benefits:
Company pension
On-site parking
Work Location: In person
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