At a Glance
- Tasks: Manage a diverse portfolio of private clients and ensure compliance with tax regulations.
- Company: Established accountancy and advisory firm with a supportive team culture.
- Benefits: Opportunity for career progression, strong client relationships, and professional development.
- Other info: Proactive mindset and strong project management skills are essential.
- Why this job: Take ownership of your work and make a real impact in a collaborative environment.
- Qualifications: ATT qualified, ideally CTA qualified, with experience in Private Client / Personal Tax.
The predicted salary is between 35000 - 45000 £ per year.
An established and growing accountancy and advisory firm is seeking a Private Client Tax Assistant Manager to join its Northern Ireland team. This role offers broad exposure to both compliance and advisory work, working with a diverse portfolio of clients. It’s an excellent opportunity for someone looking to take ownership of their work, develop client relationships, and progress their career within a supportive and collaborative environment.
Requirements:
- ATT qualified and ideally CTA qualified
- Experience managing a portfolio in a Private Client / Personal Tax role
- Strong communication skills with the ability to build trusted relationships internally and with clients
- Commercially aware with a proactive mindset
- Able to work independently with strong project management skills
- Confidence to challenge and enhance processes for continuous improvement
Responsibilities:
- Manage and take ownership of a portfolio of private clients with minimal day-to-day oversight
- Build and maintain strong client relationships, acting as a key point of contact
- Support senior team members on engagements and take responsibility for delivery to a high standard
- Proactively manage the compliance process, ensuring deadlines are met and communication is clear
- Oversee WIP, fees, billing and collections for your portfolio with support where needed
- Contribute to advisory projects and develop a strong understanding of client needs and businesses
If you are interested in this opportunity, please apply directly to this advert, or contact for further information.
Private Client Tax Assistant Manager in Exeter employer: Advanced Resource Managers
Join a dynamic and expanding accountancy and advisory firm in Dungannon, Northern Ireland, where you will thrive in a supportive and collaborative work culture. With a focus on employee growth, this role as a Private Client Tax Assistant Manager offers the chance to take ownership of your portfolio while developing meaningful client relationships. Enjoy a range of benefits and the opportunity to contribute to both compliance and advisory projects, making it an ideal environment for those seeking a rewarding career path.
Contact Details:
Advanced Resource Managers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Exeter
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. You never know who might have a lead on your dream job!
✨Tip Number 2
Practice your interview skills! Mock interviews can help you feel more confident when it’s time to shine. Ask a friend or mentor to throw some common questions your way, and make sure you can articulate your experience managing client portfolios and your proactive approach.
✨Tip Number 3
Showcase your communication skills! In your conversations with potential employers, highlight how you've built strong relationships with clients in the past. Use specific examples to demonstrate your ability to manage expectations and deliver high-quality service.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly shows your enthusiasm and commitment to joining our team. Let’s get you that Private Client Tax Assistant Manager role!
We think you need these skills to ace Private Client Tax Assistant Manager in Exeter
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 ATT and CTA qualifications, and any relevant experience managing a portfolio in a Private Client or Personal Tax role.
Craft a Compelling Cover Letter:Use your cover letter to showcase your strong communication skills and proactive mindset. Share examples of how you've built trusted relationships with clients and contributed to successful projects in the past.
Showcase Your Project Management Skills:In your application, emphasise your ability to work independently and manage multiple projects. Mention specific instances where you’ve successfully overseen compliance processes and met deadlines.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Advanced Resource Managers
✨Know Your Stuff
Make sure you brush up on your knowledge of private client tax regulations and compliance. Familiarise yourself with the specific requirements of the role, including ATT and CTA qualifications, so you can confidently discuss your experience and how it aligns with the job.
✨Showcase Your Communication Skills
Since strong communication is key in this role, prepare examples of how you've built trusted relationships with clients in the past. Think about times when you’ve had to explain complex tax issues in a simple way – this will demonstrate your ability to connect with clients effectively.
✨Demonstrate Proactivity
Be ready to discuss instances where you've taken the initiative to improve processes or enhance client service. This could be anything from streamlining compliance procedures to suggesting new advisory projects that benefited your previous clients.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your interest in the firm and the role. You might want to ask about their approach to client management or how they support professional development within the team.
