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 health insurance.
- Other info: Opportunities for mentoring junior colleagues and exploring advisory work.
- Why this job: Take ownership of your work while enjoying a balanced lifestyle and career growth.
- Qualifications: Strong private client tax experience and excellent communication skills required.
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 will 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 will be joining a growing private client tax team where your technical knowledge, people skills, and proactive approach will be genuinely valued. You will 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 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 will 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 that you not only grow in your role but also contribute to the success of junior team members.
Contact Details:
Addington Ball Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager
✨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, applying directly means you’ll be in the best position to land that dream job with us.
We think you need these skills to ace Private Client Tax Assistant Manager
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 and trusts.
Be Personable:Since this role is all about building strong client relationships, let your personality shine through! Use a friendly tone and share examples of how you've successfully communicated with clients in the past.
Tailor Your Application:Don’t just send a generic CV and cover letter. We love it when applicants tailor their documents to reflect the specific responsibilities and skills mentioned in the job description. Show us why you’re the perfect fit for this role!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 any tax planning opportunities you've identified in previous roles. Think about how you can add value to clients beyond just compliance, and be ready to share your ideas.
