Assistant Tax Manager

About us:

Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Switzerland, Cyprus, Spain and UAE. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, tax, compliance and operations.

Our advisers work with internationally mobile clients whose investment requirements can often span multiple currencies, jurisdictions, platforms and investment structures. Our investment proposition has been developed to provide advisers with a robust framework of approved asset managers, model portfolios, investment solutions and portfolio-construction methodology that can be applied consistently across the Group.

About the role:

Skybound Tax will join the Group in January 2027, with UK Self Assessment as its initial priority. We are looking for an Assistant Tax Manager to help establish the service, manage personal tax compliance and support UK private client tax advice, including cross-border casework.

Based in London, you will manage a client portfolio, prepare more complex returns and review work from colleagues in Mumbai. You will also take initial enquiries from advisers and clients and develop them into clearly scoped pieces of tax work.

You will run routine cases within agreed limits and prepare the initial analysis and client notes on more complex matters for the senior tax lead to review and sign off before advice is issued. You will also help build consistent processes and coach junior colleagues.

Location

London, United Kingdom

The role is based in London, working closely with the tax preparation team in Mumbai and colleagues across the Group.

Regular collaboration across the UK and India will be an important part of maintaining review capacity, resolving queries and meeting client deadlines.

Key Responsibilities

UK Tax Compliance and Portfolio Management

• Manage the annual compliance cycle for an allocated portfolio of UK personal tax clients, from information collection through review, approval and filing

• Prepare more complex Self Assessment returns and supporting calculations, including investment income, property income, self-employment and capital gains where relevant

• Work through UK residence, split-year treatment and overseas income issues, documenting conclusions and explaining them clearly to clients

• Explain return calculations, liabilities and payment dates clearly, including payments on account where applicable

Technical Review and Quality Control

• Review returns and working papers prepared by the Mumbai team, checking completeness, consistency and the treatment of material items

• Provide clear review points and confirm that corrections have been resolved before returns progress

• Ensure the required internal sign-off and client approval are recorded before submission, acting within delegated authority

• Maintain an audit trail of assumptions, technical conclusions, approvals and filing confirmations

Client and HMRC Liaison

• Take initial enquiries from advisers and clients, establish the facts and identify gaps in the information

• Draft the proposed scope and fee for review where needed, and prepare the first pass of the tax analysis or client note

• Manage routine cases within agreed limits and refer complex advice to the senior tax lead for review and sign-off before issue

• Handle routine HMRC correspondence and amendments within agreed authority, and escalate enquiries, complaints or disputed positions

Team Supervision and Workflow

• Allocate and prioritise preparation work with the Mumbai team, allowing sufficient time for review and client approval

• Monitor deadlines, workloads and outstanding actions, escalating capacity constraints before delivery is affected

• Coach junior colleagues, explain review feedback and identify training needs

• Maintain effective handovers and consistent standards between the London and Mumbai teams

Compliance and Service Standards

• Ensure engagement scope, onboarding checks and relevant client authorisations are completed under the firm’s procedures

• Apply confidentiality, data protection and secure information-sharing controls across the service

• Identify errors, conflicts, unusual activity or other risk concerns and escalate through the appropriate channels

• Keep technical knowledge current and support consistent application of relevant professional standards

Launch, Process Improvement and Reporting

• Help establish the workflows, checklists, review standards and client communications needed for the January 2027 launch

• Maintain clear reporting on return volumes, completion, outstanding information, review capacity and deadline risks

• Monitor time spent and agreed engagement scope, flagging additional work or fee issues for approval

• Use review findings and client feedback to improve accuracy, efficiency and service delivery

Desired Skills & Experience:

We are looking for someone with strong UK personal tax compliance experience who can work through private client tax issues and explain the outcome clearly.

You should have:

• Substantial practical experience delivering UK personal tax compliance within an accountancy practice, tax firm or comparable environment

• Experience managing a client portfolio and reviewing Self Assessment returns and supporting working papers

• Strong knowledge of personal tax, investment income, property income and capital gains, with the judgement to recognise specialist issues

• Hands-on experience applying UK residence rules and split-year treatment, and dealing with overseas income in client cases. Experience in all three is essential

• The ability to explain tax outcomes clearly to clients and produce well-reasoned written analysis

• Experience supervising or coaching junior preparers, ideally with experience working across locations

• Strong organisation, attention to detail and the ability to manage filing deadlines and competing priorities

• Confidence using UK tax software, Excel and workflow systems

• Experience in any of the following would be useful: pension treaty claims, UK property capital gains tax, inheritance tax, trusts or offshore bonds

Key Benefits:

• A competitive basic salary relevant to experience and qualifications

• 25 days’ annual leave plus applicable public holidays

• Support towards relevant industry qualifications and ongoing CPD

• Company pension contribution and other benefits in line with the UK employment package

• The opportunity to help establish a new tax service within an international wealth-management group

• Regular collaboration with senior colleagues, financial advisers and an overseas delivery team

• Strong opportunities for continued professional development and career progression

Qualifications

A relevant professional tax or accounting qualification is desirable, supported by strong practical UK personal tax experience.

• ATT qualification, with CTA qualification or progress towards CTA particularly welcome

• ACA, ACCA or an equivalent recognised qualification with relevant personal tax experience

• Candidates qualified through substantial relevant experience will also be considered

What Success Looks Like

Success will be measured by accurate and timely UK tax returns, the quality of private client tax work and the effectiveness of collaboration between London and Mumbai.

The successful candidate will ensure that:

• Returns are delivered accurately and filed by applicable deadlines following the required approvals

• Review standards are consistent and recurring errors reduce through clear feedback and coaching

• Clients understand the outcome of their case, their liabilities and what they need to do next

• Workloads, outstanding information and deadline risks are visible and managed proactively

• Advice files set out the facts, proposed scope and initial analysis, with complex advice referred for review and sign-off

• The new service operates with clear processes, reliable records and useful management reporting

Skybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.