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For Companies At a Glance
- Tasks: Support senior colleagues in managing complex private client tax portfolios.
- Company: Join a well-established team in Worcester focused on high-net-worth individuals.
- Benefits: Gain valuable experience and develop your expertise in private client taxation.
- Why this job: Work with sophisticated clients and tackle intricate tax matters while growing your career.
- Qualifications: ACA, ACCA, or CTA qualification preferred; 2-4 years of private client tax experience required.
- Other info: Opportunity for technical development and exposure to international tax issues.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Location: WorcesterContract Type: Permanent, Full-time
About the Role
Our client is seeking a motivated Assistant Private Tax Manager to join their established team in Worcester. This Assistant Private Tax Manager role offers an excellent opportunity to develop your career working with complex private clients, supporting senior colleagues in managing sophisticated portfolios of high-net-worth individuals and family offices. Based in Worcester, you will gain valuable experience across various high-value and intricate tax matters while building your expertise in complex private client taxation.
Key ResponsibilitiesComplex Private Client Support
- Assist in managing a diverse portfolio of complex private clients including high-net-worth individuals and entrepreneurs
- Support senior colleagues in preparing complex private client tax returns and compliance work
- Contribute to inheritance tax planning projects including trust structures and estate planning
- Assist with capital gains tax planning for complex asset disposals and reorganizations
- Support complex income tax matters including non-domiciled clients and international tax issues
- Help manage complex private client compliance including personal tax returns and trust returns
Technical Development
- Develop expertise in complex trust and estate planning structures under senior supervision
- Gain experience in sophisticated tax planning opportunities for complex private client portfolios
- Learn about complex residency and domicile issues for international private clients
- Support complex capital gains tax relief applications including business asset disposal relief
- Assist with complex pension planning and retirement tax strategies
- Contribute to complex private client transactions including business sales and wealth structuring
Essential Requirements
- ACA, ACCA, or CTA qualification (or part-qualified with strong progression)
- Minimum 2-4 years of private client tax experience with some exposure to complex matters
- Interest in developing expertise in complex private client relationships
- Good technical knowledge of private client taxation fundamentals
- Some experience with trust and estate planning concepts
- Understanding of basic international private client tax issues
Private Tax-Assistant Manager employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Tax-Assistant Manager
✨Tip Number 1
Network with professionals in the private tax sector. Attend industry events or webinars where you can meet people already working in similar roles. This can help you gain insights into the job and potentially get referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in private client taxation. Keeping up-to-date with tax legislation and complex issues will not only boost your confidence but also show your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any advice they might have for someone looking to step into a role like the Assistant Private Tax Manager.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle complex tax scenarios. Being able to demonstrate your problem-solving skills and technical knowledge will set you apart from other candidates.
We think you need these skills to ace Private Tax-Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax, especially any work with high-net-worth individuals or complex portfolios. Use specific examples to demonstrate your skills and achievements in this area.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Assistant Private Tax Manager role. Mention your qualifications, such as ACA, ACCA, or CTA, and how your experience aligns with the responsibilities outlined in the job description.
Highlight Technical Skills: Emphasise your technical knowledge of private client taxation fundamentals and any experience with trust and estate planning. This will show that you have the necessary background to support complex private clients effectively.
Showcase Your Development Mindset: Mention your interest in developing expertise in complex private client relationships and tax matters. Highlight any relevant training or professional development you've undertaken, as this demonstrates your commitment to growth in the field.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of private client taxation fundamentals. Be prepared to discuss specific tax matters, such as inheritance tax planning and capital gains tax, as these are crucial for the role.
✨Demonstrate Your Experience
Highlight your previous experience with complex private clients. Share examples of how you've supported senior colleagues in managing portfolios or preparing tax returns, as this will show your capability to handle the responsibilities of the role.
✨Express Your Interest in Development
Convey your eagerness to develop expertise in complex private client relationships. Discuss any relevant training or qualifications you are pursuing, such as ACA, ACCA, or CTA, to show your commitment to professional growth.
✨Prepare Questions About the Role
Have thoughtful questions ready about the team's approach to complex tax matters and client management. This demonstrates your genuine interest in the position and helps you assess if the company is the right fit for you.
