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 opportunities and a dynamic work environment.
- 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 Nottingham 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 work-life balance respected. With a clear career progression framework, generous benefits including enhanced parental leave and private medical insurance, and the opportunity to mentor junior colleagues, this role offers a fulfilling path for ambitious professionals looking to make a real impact in the world of private client tax.
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 Nottingham
✨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. They want to see that you can manage a portfolio independently and build 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 add value and take ownership of your role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, it’s a great way to stay updated on new opportunities that fit your career goals.
We think you need these skills to ace Private Client Tax Assistant Manager in Nottingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your experience with high-net-worth individuals and any relevant tax qualifications to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how you can build strong client relationships. Be genuine and let your personality come through!
Showcase Your Technical Skills:We want to see your technical knowledge in action! Mention your experience with reviewing self-assessment tax returns and any familiarity with tools like CCH, Excel, and Word. This will help us understand your capabilities.
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’re not just familiar with the theory but have practical experience too.
✨Build Rapport with Your Interviewers
Since this role involves building strong client relationships, demonstrate your people skills during the interview. Engage with your interviewers, ask them questions about their experiences, and share relevant anecdotes that highlight your ability to connect with clients.
✨Showcase Your Organisational Skills
As a Private Client Tax Assistant Manager, you'll need to manage multiple deadlines and portfolios. Prepare examples of how you've successfully organised your workload in the past, perhaps using tools like CCH or Excel, to illustrate your proactive approach.
✨Be Ready for Advisory Discussions
This role offers the chance to explore advisory work, so be prepared to discuss potential tax planning opportunities. Think about innovative strategies you've implemented or considered in previous roles, and be ready to share your insights on how you can add value in this area.