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- Tasks: Manage a diverse personal tax portfolio and mentor junior team members.
- Company: Join a respected accountancy firm with a strong reputation and modern culture.
- Benefits: Enjoy hybrid working, generous leave, profit-sharing, and private medical cover.
- Why this job: Make a real impact in a supportive environment with clear career progression.
- Qualifications: ACA/ACCA or ATT qualified; personal tax experience required.
- Other info: We value diversity and encourage applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Join a respected and well-established regional accountancy firm that continues to build on its strong reputation across the South West and beyond. With a workforce of over 500 professionals and offices across several major towns and cities, this firm combines deep local roots with national reach and a modern, people-first culture.
Due to continued growth in their Private Client team, an opportunity has arisen for an experienced Personal Tax Manager to oversee a diverse portfolio of clients including high-net-worth individuals, directors, entrepreneurs, and trusts. The firm takes pride in its commitment to employee wellbeing, flexibility, and career progression, offering a genuinely supportive and forward-thinking environment.
What You'll Be Doing:
- Managing a varied personal tax portfolio across income tax, CGT, and benefits in kind
- Reviewing compliance work and providing technical guidance to junior team members
- Working with Partners on interesting advisory projects involving succession planning, residence issues, and family wealth structuring
- Supporting P11D reviews and ad hoc tax queries
- Playing an active role in mentoring and developing team members
What You'll Bring:
- ACA/ACCA or ATT qualified (CTA desirable but not essential)
- A solid background in personal tax compliance and client portfolio management
- The confidence to build strong client relationships and provide commercial advice
- A collaborative mindset and a desire to grow your technical advisory capabilities
What's On Offer:
- Hybrid working with flexibility tailored to your location and lifestyle
- Clear and achievable career progression pathway
- Generous annual leave allowance with buy/sell options
- Profit-share scheme and enhanced pension contribution
- Private medical, life cover (4x salary), and wellbeing initiatives
- Regular team socials and inclusive culture across all levels
This is an exciting chance to step into a role where you'll feel truly valued, supported, and able to make a real impact.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Assistant Manager employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals and trusts. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the accountancy sector, particularly those who work in personal tax. Attend industry events or join relevant online forums to connect with potential colleagues and gain insights into the firm’s culture and expectations.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your experience with compliance work and any advisory projects you've been involved in, as this will showcase your practical skills and ability to contribute to the team.
✨Tip Number 4
Research the firm’s values and culture, particularly their commitment to employee wellbeing and career progression. Be ready to articulate how your own values align with theirs, as this can set you apart as a candidate who is not only qualified but also a good cultural fit.
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 your experience in personal tax compliance and client portfolio management. Emphasise any relevant qualifications like ACA, ACCA, or ATT, and showcase your ability to build strong client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the firm’s culture. Mention your collaborative mindset and desire to grow your technical advisory capabilities, as well as your enthusiasm for mentoring junior team members.
Showcase Relevant Experience: In your application, provide specific examples of your previous work with high-net-worth individuals, directors, and trusts. Highlight any advisory projects you’ve been involved in, particularly those related to succession planning and family wealth structuring.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the field of tax management.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Technical Knowledge
As a Private Client Tax Assistant Manager, you'll need to demonstrate your understanding of personal tax compliance and client portfolio management. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Build Rapport with Interviewers
This role requires strong client relationships, so it's essential to show your interpersonal skills during the interview. Engage with your interviewers, ask questions about their experiences, and express genuine interest in the firm’s culture and values.
✨Prepare for Advisory Scenarios
Expect to be asked about advisory projects, such as succession planning or family wealth structuring. Think of examples from your past work where you provided valuable advice and how it positively impacted your clients.
✨Highlight Your Mentoring Experience
Since the role involves mentoring junior team members, share your experiences in developing others. Discuss any training or guidance you've provided and how it contributed to the team's success.
