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For Companies At a Glance
- Tasks: Manage private client tax cases and provide tailored advisory services.
- Company: Join a respected accountancy firm known for tax, audit, and advisory expertise.
- Benefits: Enjoy flexible hours, hybrid working, and career progression opportunities.
- Why this job: Develop your skills in a supportive environment while making a real impact on clients' financial lives.
- Qualifications: Professional qualification in tax or accountancy and experience in private client tax advisory required.
- Other info: Competitive salary and ongoing professional development available.
The predicted salary is between 36000 - 42000 £ per year.
Overview
This Private Client Assistant Manager role for a Cheltenham-based accountancy practice focuses on delivering tailored tax advice and compliance services to a diverse portfolio of clients. The position is ideal for individuals with a strong background in tax compliance, looking to further develop their advisory experience in a supportive and professional environment.
This opportunity is with a highly regarded accountancy firm. They are a medium-sized organisation known for their expertise in tax, audit, and advisory services. The company prides itself on offering exceptional client service and fostering career progression within a collaborative team.
Responsibilities
- Manage a portfolio of private client tax cases, ensuring timely and accurate compliance services.
- Provide tailored tax advisory services to high-net-worth individuals, trusts, and partnerships.
- Assist with tax planning opportunities, including inheritance tax, capital gains tax, and income tax.
- Develop and maintain strong relationships with clients, acting as a key point of contact for tax matters.
- Support the preparation of complex tax returns and review work completed by junior team members.
- Collaborate with colleagues across departments to provide comprehensive solutions to client needs.
- Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and the team.
- Assist in business development initiatives, identifying opportunities to grow the firm\’s tax services.
Profile / Qualifications
- A professional qualification in tax or accountancy (e.g., CTA, ACA, or ACCA).
- Proven experience in private client tax advisory and compliance within the professional services industry – UK-based.
- Strong technical knowledge of personal taxation, including inheritance tax and capital gains tax.
- Excellent communication skills to build and maintain client relationships.
- An ability to manage multiple projects and meet deadlines effectively.
- A proactive approach to identifying tax planning opportunities for clients.
Job Offer
- A competitive salary in the range of £42,000 to £49,500 per annum, depending on experience.
- Flexible hours & hybrid working
- Opportunities for career progression in a regionally renowned tax department.
- Access to ongoing professional development and training.
- A supportive and collaborative working environment in Cheltenham.
- Benefits package to be confirmed, tailored to the needs of the successful candidate.
If you are ready to take the next step in your career as a Private Client Assistant Manager within the British accountancy practice space, we encourage you to apply today.
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Private Client Assistant Manager employer: ACCA Careers
Contact Detail:
ACCA Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Assistant Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who specialise in tax advisory. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Stay updated on recent changes in tax legislation and prepare to discuss how these changes could impact clients. This will demonstrate your proactive approach and technical knowledge during interviews.
✨Tip Number 3
Prepare examples of how you've successfully managed client relationships and provided tailored tax advice in previous roles. Be ready to share specific outcomes that highlight your skills and experience.
✨Tip Number 4
Research the firm’s current client base and any recent news about their services. This will help you tailor your discussions and show genuine interest in how you can contribute to their success.
We think you need these skills to ace Private Client Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax compliance and advisory services. Emphasise any qualifications like CTA, ACA, or ACCA, and showcase your ability to manage private client tax cases.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Private Client Assistant Manager role. Mention your experience with high-net-worth individuals and your proactive approach to tax planning opportunities.
Showcase Communication Skills: In your application, provide examples of how you've built and maintained client relationships. Strong communication skills are essential for this role, so highlight any relevant experiences that demonstrate your abilities.
Stay Updated on Tax Legislation: Mention your commitment to staying informed about changes in tax legislation. This shows your dedication to providing accurate and timely advice, which is crucial for the role.
How to prepare for a job interview at ACCA Careers
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of personal taxation, especially inheritance tax and capital gains tax. Be prepared to discuss recent changes in tax legislation and how they might impact clients.
✨Demonstrate Client Relationship Skills
Since the role involves managing a portfolio of private clients, highlight your experience in building and maintaining client relationships. Share examples of how you've successfully communicated complex tax matters to clients in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about potential tax planning opportunities you could identify for clients and be ready to discuss your approach to these situations.
✨Emphasise Team Collaboration
The job requires collaboration with colleagues across departments. Be ready to talk about your experience working in teams and how you’ve contributed to delivering comprehensive solutions for clients.
