We are seeking a proactive and detail-driven Assistant Manager to join a high-performing wealth and investment management group. This role is ideal for someone who thrives in a review-focused environment, enjoys working closely with new clients, and wants to grow into a senior leadership pathway - all within a firm that operates with no timesheets and a modern, outcomes-based culture.
The Opportunity
You will take ownership of the review process across a diverse portfolio of new and existing clients, ensuring accuracy, compliance and high-quality deliverables. Strong communication skills are essential, as you'll be guiding clients through onboarding, explaining tax positions, and supporting junior staff as they develop.
Key Responsibilities
* Tax & compliance review: Lead the review of financial statements, tax returns, workpapers and compliance documents across companies, trusts, individuals and investment structures.
* New-client onboarding: Work directly with new clients to understand their structures, gather information, and ensure a smooth transition into the firm.
* Client communication: Act as a trusted adviser, providing clear explanations, proactive updates and commercially grounded guidance.
* Team leadership: Mentor junior staff, provide constructive feedback, and support their technical development.
* Process improvement: Identify opportunities to streamline review workflows and enhance the client experience.
* Collaboration: Partner with senior managers to meet deadlines, uphold quality standards and deliver exceptional service.
Skills & Experience
* Robust background in tax review, business services or wealth-management accounting.
* Confident reviewing complex structures and explaining technical concepts clearly.
* Proven ability to manage competing priorities in a fast-paced environment.
* Experience mentoring or supervising staff is highly regarded.
* CA/CPA qualified or near completion.
Why Join Us?
* No timesheets - focus on quality, not clock-watching.
* Significant exposure to current clients, complex structures and advisory-style conversations.
* Supportive, collaborative culture with genuine autonomy.
* Competitive remuneration and ongoing career development.
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