At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and oversee tax return processes.
- Company: Join a prestigious Top 20 firm with a commitment to professional development.
- Benefits: Enjoy 33 days annual leave, hybrid working, and a discretionary bonus.
- Other info: Dynamic environment with opportunities for continuous learning and career growth.
- Why this job: Elevate your career while making a real impact on clients' financial success.
- Qualifications: CTA, ACA, or ACCA qualification required; mentoring skills are a plus.
The predicted salary is between 40000 - 50000 £ per year.
Are you a tax professional ready to elevate your career within a prestigious Top 20 firm that values your unique perspective as much as your technical expertise? Do you thrive in a dynamic, high-performance environment where you can manage a sophisticated portfolio of HNWIs, trusts, and estates? This is your opportunity to step into a pivotal role within a gold-standard "Investor in People" firm, navigating complex international tax issues and delivering insights that drive real results for your clients.
About the Firm
This Top 20 Firm is a prominent UK member of a leading global accounting network, offering the perfect blend of international resources and deep-rooted local commitment. Recognised with gold status by Investors in People, the firm is dedicated to fostering an ambitious, driven team through award-winning development programmes and a supportive management structure. They operate with a clear focus on continuous learning, ensuring every individual has the freedom to shape their career path while making a meaningful impact on a diverse and prestigious client base.
Responsibilities
- Manage a diverse portfolio of high-net-worth individuals, wealthy families, trusts, and estates.
- Oversee the preparation, submission, and review of annual tax returns for all delegated clients.
- Lead IHT reporting requirements, including the completion of IHT 100 and IHT 400 forms.
- Provide high-level advisory services on private client and personal tax issues, identifying opportunities for succession planning and offshore structures.
- Manage HMRC interventions, including s9A enquiries, investigations, and voluntary disclosures.
- Support senior staff and partners on complex international and cross-border tax projects.
- Contribute to business development and marketing initiatives to grow the private client tax offering.
As a Personal Tax Assistant Manager you will:
- Utilise your CTA, ACA, or ACCA qualification to deliver technically excellent tax solutions.
- Supervise and mentor junior team members, supporting their professional growth and development.
- Liaise directly with HMRC and clients to resolve complex queries and ensure full regulatory compliance.
- Leverage advanced tax software and IT systems to provide efficient and commercial client service.
- Maintain an up-to-date technical knowledge of evolving tax legislation through continuous professional development.
- Work collaboratively across departments to spot opportunities for OMB projects and holistic client wealth management.
What You’ll Receive
- 33 days annual leave (inclusive of bank holidays).
- Option to buy or sell up to 5 days of annual leave.
- Hybrid working: 2 home working days per week.
- Flexible working: Core hours between 10:00 AM and 2:00 PM.
- Discretionary annual bonus and employee recognition awards.
- Employee Assistance Programme including unlimited 24-hour counselling and virtual doctors.
Personal Tax Assistant Manager - Top 20 firm in Peterborough employer: Austin Rose Associates
Join a prestigious Top 20 firm in Peterborough, where your career as a Personal Tax Assistant Manager will flourish in a supportive and dynamic environment. With a strong commitment to employee development recognised by Investors in People, you will benefit from award-winning training programmes, flexible working arrangements, and a culture that values collaboration and innovation. This is an exceptional opportunity to work with a diverse portfolio of high-net-worth clients while enjoying generous leave options and a focus on work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager - Top 20 firm in Peterborough
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the firm and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your skills and experiences make you the perfect fit for their team!
✨Showcase Your Skills
Don’t just talk about your qualifications; demonstrate them! Bring along examples of your work or case studies that highlight your expertise in personal tax. We want to see how you’ve tackled challenges and delivered results in previous roles.
✨Apply Through Our Website
When you find a role that excites you, apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Personal Tax Assistant Manager - Top 20 firm in Peterborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Personal Tax Assistant Manager role. Highlight your qualifications like CTA, ACA, or ACCA, and showcase your experience managing high-net-worth clients.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for tax and how you can contribute to our dynamic team. Mention specific examples of your past successes in managing complex tax issues.
Showcase Your Soft Skills:While technical expertise is crucial, don’t forget to highlight your soft skills too! Talk about your ability to mentor junior staff, communicate effectively with clients, and work collaboratively across departments.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, you’ll find all the details you need about the role and our firm!
How to prepare for a job interview at Austin Rose Associates
✨Know Your Tax Stuff
Make sure you brush up on the latest tax legislation and regulations, especially those relevant to high-net-worth individuals and trusts. Being able to discuss recent changes or trends in personal tax will show that you're not just qualified but genuinely engaged with the field.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided high-level advisory services in the past. Think about specific situations where you identified opportunities for clients, like succession planning or offshore structures, and be ready to discuss these during the interview.
✨Demonstrate Leadership Potential
As a Personal Tax Assistant Manager, you'll be supervising junior team members. Be prepared to talk about your mentoring experiences and how you've supported others' professional growth. Highlight any leadership roles you've taken on, even if they were informal.
✨Engage with Business Development
The firm values growth in their private client tax offering, so think about how you can contribute to this. Prepare ideas or strategies you've used in the past to attract new clients or enhance service offerings, and be ready to share them during your chat.
