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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a leading firm of Chartered Accountants in Peterborough, known for its progressive culture.
- Benefits: Enjoy a competitive salary, flexible working, and career development opportunities.
- Why this job: This role offers a dynamic team environment and the chance to make a real impact.
- Qualifications: ATT qualified with at least four years' experience in UK Practice; CTA is a plus.
- Other info: We welcome applicants eager to grow, even if they don't meet every requirement.
The predicted salary is between 45000 - 55000 £ per year.
Crowe Watson Recruitment is delighted to be partnering with a leading firm of Chartered Accountants in Peterborough to recruit a Private Client Tax Assistant Manager. This is an excellent opportunity for a talented tax professional to take the next step in their career within a highly respected and progressive firm.
Benefits Include:
- Competitive Salary – £46,000 - £56,000/year (DOE)
- Flexible/Hybrid Working
- Company Pension
- Career Development Opportunities
- Inclusive and Collaborative Work Environment
This role is ideal for someone who enjoys managing a varied portfolio of high-net-worth individuals, trusts, and estates, while providing expert tax advice and support in a dynamic team environment.
Key Responsibilities:
- Managing a portfolio of private client tax clients
- Preparing and reviewing self-assessment tax returns
- Providing tax planning and advisory services
- Supporting junior team members and reviewing their work
- Liaising with HMRC on behalf of clients
- Assisting with business development and client relationship management
Skills & Experience:
- ATT qualified (CTA desirable)
- At least four years' experience working within a UK Practice environment
- Strong knowledge of UK personal tax legislation
- Excellent communication and interpersonal skills
- Ability to manage multiple deadlines and prioritise effectively
Even if you don’t meet every requirement, we’d still love to hear from you if you’re eager to grow and develop your career in private client tax.
Private Client Tax Assistant Manager employer: Crowe Watson Recruitment
Contact Detail:
Crowe Watson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with people who work in private client tax. This can help you gain insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest UK personal tax legislation and any recent changes that may affect high-net-worth individuals. Being knowledgeable about current trends will demonstrate your commitment and expertise during interviews.
✨Tip Number 3
Prepare to discuss your experience managing a portfolio of clients. Think of specific examples where you've provided tax planning or advisory services, as this will showcase your ability to handle the responsibilities of the role effectively.
✨Tip Number 4
Showcase your leadership skills by highlighting any experience you have in supporting or mentoring junior team members. This is particularly important for the Assistant Manager role, as it involves guiding others and ensuring quality work.
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax, particularly your work with high-net-worth individuals, trusts, and estates. Use specific examples to demonstrate your expertise in UK personal tax legislation.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory services and your ability to manage a varied portfolio. Mention your ATT qualification and any CTA aspirations, as well as your experience in liaising with HMRC.
Highlight Soft Skills: In your application, emphasise your communication and interpersonal skills. Provide examples of how you've supported junior team members or managed client relationships effectively, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Crowe Watson Recruitment
✨Know Your Tax Legislation
Make sure you brush up on UK personal tax legislation before the interview. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to the field.
✨Demonstrate Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience with high-net-worth individuals, trusts, and estates to align with the role's requirements.
✨Showcase Your Team Leadership
Since the role involves supporting junior team members, be ready to discuss your leadership style and any mentoring experiences. This will demonstrate your ability to contribute to a collaborative work environment.
✨Prepare for Technical Questions
Expect technical questions related to self-assessment tax returns and tax planning. Practise explaining complex concepts in simple terms, as this will reflect your communication skills and ability to advise clients effectively.
