{"id":4187534,"url":"https://alion.io/job/skybound-wealth-assistant-tax-manager","title":"Assistant Tax Manager","company":{"id":4417003,"name":"Skybound Wealth","domain":"skyboundwealth.com","url":"https://alion.io/company/skyboundwealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Teamtailor","truth_index":{"grade":"B","score":81,"open_postings":8,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":45,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom","Poole, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-12T17:43:37Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T18:42:38Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About us:\nSkybound 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.\nOur 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.\nAbout the role:\nSkybound 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.\nBased 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.\nYou 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.\nLocation\nLondon, United Kingdom\nThe role is based in London, working closely with the tax preparation team in Mumbai and colleagues across the Group.\nRegular collaboration across the UK and India will be an important part of maintaining review capacity, resolving queries and meeting client deadlines.\nKey Responsibilities\nUK Tax Compliance and Portfolio Management\nManage the annual compliance cycle for an allocated portfolio of UK personal tax clients, from information collection through review, approval and filing\n\nPrepare more complex Self Assessment returns and supporting calculations, including investment income, property income, self-employment and capital gains where relevant\n\nWork through UK residence, split-year treatment and overseas income issues, documenting conclusions and explaining them clearly to clients\n\nExplain return calculations, liabilities and payment dates clearly, including payments on account where applicable\n\nTechnical Review and Quality Control\nReview returns and working papers prepared by the Mumbai team, checking completeness, consistency and the treatment of material items\n\nProvide clear review points and confirm that corrections have been resolved before returns progress\n\nEnsure the required internal sign-off and client approval are recorded before submission, acting within delegated authority\n\nMaintain an audit trail of assumptions, technical conclusions, approvals and filing confirmations\n\nClient and HMRC Liaison\nTake initial enquiries from advisers and clients, establish the facts and identify gaps in the information\n\nDraft the proposed scope and fee for review where needed, and prepare the first pass of the tax analysis or client note\n\nManage routine cases within agreed limits and refer complex advice to the senior tax lead for review and sign-off before issue\n\nHandle routine HMRC correspondence and amendments within agreed authority, and escalate enquiries, complaints or disputed positions\n\nTeam Supervision and Workflow\nAllocate and prioritise preparation work with the Mumbai team, allowing sufficient time for review and client approval\n\nMonitor deadlines, workloads and outstanding actions, escalating capacity constraints before delivery is affected\n\nCoach junior colleagues, explain review feedback and identify training needs\n\nMaintain effective handovers and consistent standards between the London and Mumbai teams\n\nCompliance and Service Standards\nEnsure engagement scope, onboarding checks and relevant client authorisations are completed under the firm’s procedures\n\nApply confidentiality, data protection and secure information-sharing controls across the service\n\nIdentify errors, conflicts, unusual activity or other risk concerns and escalate through the appropriate channels\n\nKeep technical knowledge current and support consistent application of relevant professional standards\n\nLaunch, Process Improvement and Reporting\nHelp establish the workflows, checklists, review standards and client communications needed for the January 2027 launch\n\nMaintain clear reporting on return volumes, completion, outstanding information, review capacity and deadline risks\n\nMonitor time spent and agreed engagement scope, flagging additional work or fee issues for approval\n\nUse review findings and client feedback to improve accuracy, efficiency and service delivery\n\nDesired Skills & Experience:\nWe are looking for someone with strong UK personal tax compliance experience who can work through private client tax issues and explain the outcome clearly.\nYou should have:\nSubstantial practical experience delivering UK personal tax compliance within an accountancy practice, tax firm or comparable environment\n\nExperience managing a client portfolio and reviewing Self Assessment returns and supporting working papers\n\nStrong knowledge of personal tax, investment income, property income and capital gains, with the judgement to recognise specialist issues\n\nHands-on experience applying UK residence rules and split-year treatment, and dealing with overseas income in client cases. Experience in all three is essential\n\nThe ability to explain tax outcomes clearly to clients and produce well-reasoned written analysis\n\nExperience supervising or coaching junior preparers, ideally with experience working across locations\n\nStrong organisation, attention to detail and the ability to manage filing deadlines and competing priorities\n\nConfidence using UK tax software, Excel and workflow systems\n\nExperience in any of the following would be useful: pension treaty claims, UK property capital gains tax, inheritance tax, trusts or offshore bonds\n\nKey Benefits:\nA competitive basic salary relevant to experience and qualifications\n\n25 days’ annual leave plus applicable public holidays\n\nSupport towards relevant industry qualifications and ongoing CPD\n\nCompany pension contribution and other benefits in line with the UK employment package\n\nThe opportunity to help establish a new tax service within an international wealth-management group\n\nRegular collaboration with senior colleagues, financial advisers and an overseas delivery team\n\nStrong opportunities for continued professional development and career progression\n\nQualifications\nA relevant professional tax or accounting qualification is desirable, supported by strong practical UK personal tax experience.\nATT qualification, with CTA qualification or progress towards CTA particularly welcome\n\nACA, ACCA or an equivalent recognised qualification with relevant personal tax experience\n\nCandidates qualified through substantial relevant experience will also be considered\n\nWhat Success Looks Like\nSuccess 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.\nThe successful candidate will ensure that:\nReturns are delivered accurately and filed by applicable deadlines following the required approvals\n\nReview standards are consistent and recurring errors reduce through clear feedback and coaching\n\nClients understand the outcome of their case, their liabilities and what they need to do next\n\nWorkloads, outstanding information and deadline risks are visible and managed proactively\n\nAdvice files set out the facts, proposed scope and initial analysis, with complex advice referred for review and sign-off\n\nThe new service operates with clear processes, reliable records and useful management reporting\n\nSkybound Wealth Management is committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified candidates regardless of background.","description_format":"text","description_chars":8123,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Annual leave","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-12T18:42:38Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":45,"reasons":["conf:0","win:early"],"computed_at":"2026-11-12T19:32:32Z"},"pay":null,"html_url":"https://alion.io/job/skybound-wealth-assistant-tax-manager","json_url":"https://alion.io/job/skybound-wealth-assistant-tax-manager.json","meta":{"generated_at":"2026-11-12T19:32:32Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":41167,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4417003},"rest":"https://alion.io/mcp/rest/get_company?id=4417003"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fskybound-wealth-assistant-tax-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fskybound-wealth-assistant-tax-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fskybound-wealth-assistant-tax-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/skybound-wealth-assistant-tax-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fskybound-wealth-assistant-tax-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4187534}},{"tool":"search_jobs","arguments":{"company":"skyboundwealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4187534},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}