At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a growing private client tax team in Nottingham with a supportive culture.
- Benefits: Competitive salary, flexible hours, generous holiday, and private medical insurance.
- Other info: Clear career progression routes and opportunities to mentor junior team members.
- Why this job: Take ownership of your work while enjoying a healthy work-life balance.
- Qualifications: Strong private client tax experience and excellent communication skills.
The predicted salary is between 40000 - 45000 £ per year.
Feeling ready for a tax role where you can take real ownership, build stronger client relationships, and still enjoy a healthier balance outside of work? This Private Client Tax Assistant Manager opportunity in Nottingham could be a strong next step if you enjoy working with high-net-worth individuals, business owners, trusts, and more complex private client matters.
You'll manage an established portfolio, become a trusted contact for your clients, and support junior team members as they develop their own tax careers. As a Private Client Tax Assistant Manager, you'll be joining a growing private client tax team where your technical knowledge, people skills, and proactive approach will be genuinely valued. You'll have the chance to stretch yourself, explore advisory work, and progress within a clear career framework, without feeling like your work-life balance has to be sacrificed. For an ambitious Private Client Tax Assistant Manager looking for variety, responsibility, and room to grow, this is a role worth exploring.
Responsibilities:- Manage a portfolio of private clients including HNW individuals, business owners, trusts, and complex cases
- Act as a key point of contact, building strong and trusted client relationships
- Review self-assessment tax returns and supporting computations
- Support, mentor, and guide junior members of the team
- Identify opportunities for tax planning and advisory work
- Help deliver accurate, timely, and high-quality private client tax services
- Strong private client tax experience
- CTA qualified, qualified by experience, or equivalent
- Confident managing a portfolio independently
- Experience reviewing tax returns and supporting junior colleagues
- Clear communicator with a client-focused approach
- Organised, proactive, and comfortable managing deadlines
- Knowledge of CCH would be useful, alongside Excel and Word
- £40,000 - £45,000 salary
- Nottingham office location
- 37.5 hour working week with flexibility around business needs
- 31 days holiday including bank holidays and Christmas shutdown
- Option to purchase extra leave via salary sacrifice
- Private medical insurance
- Life assurance at 4x salary
- Enhanced maternity and paternity pay
- Pension scheme
- Season ticket loan
- Employee discount platform
- Cycle to work scheme
- Clear career framework and progression routes
Register your interest by applying today or call Richard Davies or Luke Scale on 01926 290 290 to discuss this opportunity further, always in complete confidence.
Private Client Tax Assistant Manager in Mansfield employer: Addington Ball Recruitment Ltd
Join a dynamic and supportive team as a Private Client Tax Assistant Manager in Nottingham, where your expertise will be valued and your career can flourish. With a strong emphasis on work-life balance, you'll enjoy flexible working hours, generous holiday allowances, and opportunities for professional development while managing a diverse portfolio of high-net-worth clients. Our inclusive culture fosters collaboration and mentorship, ensuring you have the resources to succeed and grow in your tax career.
Contact Details:
Addington Ball Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Mansfield
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Assistant Manager role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth individuals and complex cases. We want to see how you can manage a portfolio and build those strong client relationships.
✨Tip Number 3
Be proactive! If you spot an opportunity for tax planning or advisory work during your conversations, don’t hesitate to bring it up. This shows you're not just about the basics; you’re ready to stretch yourself and add real value to the team.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to reach out directly. So, don’t hold back – let’s get you on the path to becoming a Private Client Tax Assistant Manager!
We think you need these skills to ace Private Client Tax Assistant Manager in Mansfield
Some tips for your application 🫡
Show Your Tax Expertise:Make sure to highlight your private client tax experience in your application. We want to see how you've managed portfolios and built relationships with clients, especially high-net-worth individuals. This is your chance to shine!
Be Client-Focused:In your written application, emphasise your client-focused approach. We value clear communication and strong relationships, so share examples of how you've successfully interacted with clients and supported their needs.
Demonstrate Your Proactivity:We love a proactive attitude! Use your application to showcase instances where you've identified opportunities for tax planning or advisory work. This will show us that you're ready to take ownership in this role.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Addington Ball Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your private client tax knowledge before the interview. Be ready to discuss specific cases you've handled, especially with high-net-worth individuals and trusts. This will show that you can take ownership of a portfolio and understand the complexities involved.
✨Build Rapport
Since this role involves building strong client relationships, practice how you'll connect with your interviewer. Think about how you can demonstrate your people skills and client-focused approach. A friendly chat can go a long way in showing you're the right fit for their team.
✨Showcase Your Mentoring Skills
As a Private Client Tax Assistant Manager, you'll be supporting junior team members. Prepare examples of how you've mentored or guided others in the past. Highlighting your ability to develop talent will make you stand out as a candidate who can contribute to the team's growth.
✨Be Organised and Proactive
Demonstrate your organisational skills by discussing how you manage deadlines and prioritise tasks. Share specific strategies you use to stay on top of your workload, especially when dealing with complex cases. This will reassure them that you can handle the responsibilities of the role effectively.
