Private Client Tax Assistant Manager / Manager in Salisbury)
Private Client Tax Assistant Manager / Manager in Salisbury)

Private Client Tax Assistant Manager / Manager in Salisbury)

Salisbury Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse client portfolio and provide proactive tax advice.
  • Company: Join a Top 15 firm known for flexibility and innovation in accountancy.
  • Benefits: Enjoy paid overtime, 30 days holiday, and hybrid working options.
  • Why this job: This role offers career progression and the chance to work with exciting clients.
  • Qualifications: CTA or ATT qualified, with 6 years of Private Client Tax experience required.
  • Other info: Flexible working arrangements and a focus on automation make this firm stand out.

The predicted salary is between 36000 - 60000 £ per year.

Private Client Tax Assistant Manager / Manager +ndash; Top 15 Firm +ndash; Salisbury

Are you a Private Client Assistant Manager looking to take a step up or an experienced manager seeking long term career progression? Do you want the opportunity to get involved with Trusts Tax? Are you seeking a firm that values flexibility?

Our client is a Top 15 firm with one of the most flexible working arrangements in the market alongside structured technical development and an exciting client base. With a modern and progressive mindset, this firm is one of the leaders in automation and data-driven solutions within the accountancy practice market.

Private Client Tax Asst Manager / Manager responsibilities will include:

Managing a diverse portfolio of clients, including individuals, business owners, and trustees

Identifying planning opportunities and deliver proactive advice, in areas such as Income tax, Capital Gains tax, Inheritance tax, and the taxation of Trusts

Overseeing the preparation and submission of Self-Assessment and other returns for the office

Participating in internal operational and strategic discussions regarding service offering

Identifying opportunities for cross-selling tax and other services

Managing financial responsibilities, budgets, billing and collection, as required to support colleagues

As a Private Client Tax Asst Manager / Manager you will be/have:

CTA qualified, or ATT, although qualified by experience will be considered, and experience at Assistant Manager/Manager level

Proven ability to manage a varied and complex portfolio of private clients

Experience in advising clients on various tax matters, including Income tax, Capital Gains tax, Inheritance tax, and Trusts

Ability to manage time and meet deadlines, prioritise work and multi-task

6 years Private Client Tax experience

In return, as a Private Client Tax Asst Manager / Manager, you will receive:

Paid overtime

30 days holiday

Hybrid working (50% working from home)

Private medical

If you are looking for Private Client Tax Asst Manager / Manager jobs in Wiltshire, please contact Austin Rose, the public practice recruitment specialists.

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Private Client Tax Assistant Manager / Manager in Salisbury) employer: Austin Rose Associates Limited

Join a Top 15 firm in Salisbury that prioritises flexibility and employee development, offering a modern work culture with hybrid arrangements and a commitment to automation and data-driven solutions. With a diverse client portfolio and opportunities for professional growth, this firm is dedicated to providing meaningful and rewarding employment for its staff, ensuring they thrive in their careers while enjoying a healthy work-life balance.
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Contact Detail:

Austin Rose Associates Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Assistant Manager / Manager in Salisbury)

✨Tip Number 1

Network with professionals in the tax and accountancy field, especially those who work at or have connections to top firms. Attend industry events or webinars to meet potential colleagues and learn more about the firm’s culture.

✨Tip Number 2

Familiarise yourself with the latest trends in tax legislation and automation within the accountancy sector. Being knowledgeable about these topics can help you stand out during discussions with interviewers.

✨Tip Number 3

Prepare to discuss specific examples of how you've managed complex client portfolios in the past. Highlight your experience with Income tax, Capital Gains tax, and Trusts to demonstrate your expertise.

✨Tip Number 4

Showcase your ability to work flexibly and manage time effectively. Be ready to explain how you prioritise tasks and meet deadlines, as this is crucial for the role in a dynamic environment.

We think you need these skills to ace Private Client Tax Assistant Manager / Manager in Salisbury)

CTA or ATT qualification
Private Client Tax experience (6 years)
Knowledge of Income Tax, Capital Gains Tax, Inheritance Tax, and Trusts
Portfolio management skills
Proactive advisory skills
Self-Assessment and tax return preparation
Time management and prioritisation
Multi-tasking abilities
Financial management skills
Cross-selling capabilities
Strong communication skills
Analytical thinking
Attention to detail
Team collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your relevant experience in private client tax, particularly your knowledge of Income tax, Capital Gains tax, Inheritance tax, and Trusts. Use specific examples to demonstrate your ability to manage a diverse portfolio.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your CTA or ATT qualifications and how your experience aligns with the responsibilities outlined in the job description. Show that you understand the firm's focus on flexibility and modern practices.

Highlight Relevant Skills: Emphasise your skills in managing financial responsibilities, budgets, and client relationships. Discuss your experience in identifying planning opportunities and delivering proactive advice, as these are key aspects of the role.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.

How to prepare for a job interview at Austin Rose Associates Limited

✨Showcase Your Tax Knowledge

Make sure to brush up on your knowledge of Income tax, Capital Gains tax, Inheritance tax, and Trusts. Be prepared to discuss specific cases or scenarios where you've successfully advised clients in these areas.

✨Demonstrate Your Management Skills

Since the role involves managing a diverse portfolio of clients, be ready to share examples of how you've effectively managed client relationships and led teams in previous positions.

✨Highlight Your Flexibility

This firm values flexibility, so be sure to mention any experiences that demonstrate your adaptability in work environments. Discuss how you manage your time and priorities, especially in a hybrid working setup.

✨Prepare for Strategic Discussions

The role includes participating in internal operational and strategic discussions. Think about how you can contribute to these conversations and be ready to share your ideas on improving service offerings or identifying cross-selling opportunities.

Private Client Tax Assistant Manager / Manager in Salisbury)
Austin Rose Associates Limited

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