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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and provide strategic tax advice.
- Company: Join a dynamic firm focused on personal tax compliance and client relationships.
- Benefits: Enjoy a 35-hour week, hybrid work options, profit-sharing, and generous leave.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: CTA qualified with management experience and strong personal tax compliance background.
- Other info: Mentorship opportunities and exposure to high-quality work across various sectors.
The predicted salary is between 36000 - 52000 £ per year.
35-Hour Week + Profit Share - Personal Tax Assistant Manager Opportunity
Lead a Portfolio That Makes a Real Difference!
I am seeking a proactive and driven Personal Tax Assistant Manager to take ownership of the personal tax compliance cycle while building lasting client relationships across my client's diverse portfolio of individuals, trusts, partnerships, and LLPs. This isn’t just about compliance - you’ll be providing strategic tax advice that genuinely impacts their clients’ lives, particularly within the fascinating world of landed estates and rural businesses.
Location: Bristol Office, BS8
Salary: Up to £47,000!
What You’ll Own
- Portfolio Management Excellence:
- Manage your own diverse client portfolio with full autonomy
- Deliver comprehensive personal tax compliance services from start to finish
- Provide tailored advisory services including inheritance tax planning, capital gains tax strategies, and international tax guidance
- Specialise in land-based tax issues and rural business complexities
- Review and guide junior tax staff in their professional development
- Mentor team members through on-the-job training opportunities
- Build a collaborative environment that drives excellence
- Deliver bespoke tax planning solutions across inheritance tax, capital gains, and trust planning
- Navigate complex international tax aspects for high-net-worth individuals
- Develop innovative strategies tailored to each client’s unique circumstances
The Individual - Essential Experience:
- CTA qualified (or equivalent professional qualification)
- Proven management experience with portfolio responsibility
- Strong background in personal tax compliance delivery and management
- Experience providing tailored tax advice across multiple disciplines
- Professional services background with client-facing expertise
Personal Qualities:
- Positive, enthusiastic attitude with high motivation and commitment
- Exceptional organisational and prioritisation abilities
- Confident communicator comfortable with colleagues, partners, and clients
- Self-motivated individual who thrives as part of a collaborative team
- Meticulous attention to detail with ability to meet tight deadlines
- Advanced IT skills
Why You’ll Love Working Here
- Work-Life Balance That Actually Works:
- 35-hour working week with flexible core hours (10am-4pm)
- Hybrid working policy - up to 3 days working from home
- 25 days annual leave plus bank holidays
- Family-friendly policies that support your life outside work
- Profit-Sharing Plan paid every December
- Discretionary bonus scheme recognising your contributions
- Contributory pension scheme securing your future
- Life assurance cover for peace of mind
- Comprehensive flexible benefits package
- Training office environment with continuous development opportunities
- Direct partnership with senior leadership
- Clear progression pathways
- Exposure to diverse, high-quality work across multiple sectors
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager
✨Tip Number 1
Familiarise yourself with the specific tax issues related to landed estates and rural businesses. Understanding these complexities will not only enhance your knowledge but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the personal tax field, especially those who have experience in managing diverse portfolios. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Showcase your leadership skills by discussing any mentoring or training experiences you've had with junior staff. This will highlight your ability to foster a collaborative environment, which is crucial for this role.
✨Tip Number 4
Prepare to discuss your approach to delivering tailored tax advice. Think of specific examples where you've successfully navigated complex tax situations, as this will illustrate your expertise and problem-solving abilities.
We think you need these skills to ace Personal Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and portfolio management. Emphasise any relevant qualifications, such as CTA, and showcase your ability to provide strategic tax advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your skills in managing diverse client portfolios and delivering tailored tax solutions.
Showcase Leadership Skills: Since the role involves mentoring junior staff, include examples of your leadership experience. Highlight how you've guided team members and contributed to their professional development in previous roles.
Highlight Client-Facing Experience: Given the importance of building client relationships, detail your experience in client-facing roles. Discuss how you've successfully managed client expectations and delivered exceptional service in the past.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your Tax Knowledge
Make sure to brush up on your personal tax compliance knowledge, especially around inheritance tax and capital gains strategies. Be prepared to discuss specific scenarios where you've successfully navigated complex tax issues.
✨Demonstrate Leadership Skills
Since the role involves mentoring junior staff, think of examples where you've led a team or guided colleagues. Highlight your ability to foster a collaborative environment and how you’ve contributed to their professional development.
✨Prepare for Client-Facing Scenarios
As this position requires strong client relationships, be ready to discuss how you've built rapport with clients in the past. Share experiences where your strategic advice made a significant impact on a client's financial situation.
✨Exhibit Your Organisational Skills
With tight deadlines and a diverse portfolio, it's crucial to demonstrate your organisational abilities. Prepare to explain how you prioritise tasks and manage your time effectively, especially when handling multiple clients.
