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Tax Assistant - Private Banking - City, London, United Kingdom, EC1A2


A leading private bank wish to recruit a tax advisor to work closely with the tax managers to manage the day to day personal tax work. The role can develop into a full business tax manager role within a relatively short space of time as the requirement will be for the candidate to develop trusted adviser status.


Attaining a high standard of knowledge in business tax issues relating to the management of all current and prospective cases dealt with by the Bank.

Ensuring that tax procedures are followed and maintained/updated and that wider Bank/Compliance procedures are adhered to.

Review existing tax procedures and develop a distinct business tax services procedure ready for Making Tax Digital (MTD).

Managing the tax affairs of a portfolio of customers, dealing with all aspects of Business Tax Compliance (e.g. PAYE, VAT, Accounts, Corporation Tax), Income Tax, Capital Gains Tax, Inheritance Tax, tax planning and tax advice.

Being a core tax resource for Managers/Compliance on ad hoc queries on accounts and structures relating to lending and AML issues.


Studying towards Chartered/Certified Accountant or Chartered Tax Adviser

Undertaking of other relevant professional qualifications (e.g. ATT/CTA/CII/ACCA) is essential

An interest and knowledge in wider financial matters, the economy and UK tax policy as it affects businesses.