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About the Role

Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. This role requires an organized, technically capable, and client-focused tax professional comfortable with compliance and advisory matters. The position offers strong review responsibilities and supports junior team members.

Responsibilities

• Manage a portfolio of tax clients across personal tax and corporation tax compliance matters.
• Review tax returns, computations, and supporting work prepared by junior team members.
• Provide support on tax advisory and planning assignments, including research, analysis, and report preparation.
• Act as a day-to-day point of contact for clients, building strong relationships and responding to queries professionally.
• Assist with identifying tax planning opportunities and supporting senior team members in delivering advisory solutions.
• Support the Tax Director and Tax Manager in workflow management, prioritization of deadlines, and work allocation.
• Coach, support, and develop junior colleagues through regular review feedback and on-the-job guidance.
• Maintain up-to-date knowledge of UK tax legislation and communicate relevant changes.
• Ensure all work is completed in line with internal quality standards, professional requirements, and agreed deadlines.

Requirements

• At least 5 years’ experience in a tax role with exposure to tax compliance, advisory, and planning work.
• A collaborative and proactive approach, with a strong commitment to client service.
• Strong technical knowledge of personal tax and corporation tax.
• Experience of reviewing work prepared by junior colleagues and providing clear, constructive feedback.
• Proven ability to draft clear and accurate tax planning and advisory reports.
• Excellent verbal and written communication and consultative skills.
• Comfort communicating across all levels of the organization.
• Expert knowledge of Microsoft Office (Excel, Word, Outlook).
• The ability to manage multiple tasks and priorities efficiently.
• Familiarity with CCH and QuickBooks is highly preferred.

Skills

• Tax compliance
• Tax advisory
• Tax planning
• Client relationship management
• Team leadership
• UK tax legislation
• Microsoft Office (Excel, Word, Outlook)
• CCH
• QuickBooks

Location

• London

Work Type

• Full-time
• Hybrid working (potential after 4-month probation)

Experience Level

• Assistant Manager

Education Level

• CTA or AAT qualified, or qualified by relevant experience

Benefits

• Annual bonus
• Comprehensive benefits package

About the Company

• Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
• Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
• To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Equal Opportunity

• GRF is an Equal Opportunity Employer.
• Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
• Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.