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- 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.
- Other info: Flexible working arrangements and a focus on automation and data-driven solutions.
The predicted salary is between 36000 - 60000 £ per year.
Private Client Tax Assistant Manager / Manager – Top 15 Firm – 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 employer: Austin Rose Associates
Contact Detail:
Austin Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with others who may have insights into the firm or the role you're interested in.
✨Tip Number 2
Research the latest trends in private client tax, especially around trusts and automation. Being knowledgeable about current developments will help you stand out during discussions with potential employers.
✨Tip Number 3
Prepare to discuss your experience managing diverse portfolios. Think of specific examples where you've successfully identified planning opportunities or provided proactive advice to clients.
✨Tip Number 4
Familiarise yourself with the firm's values and culture. Understanding their approach to flexibility and client service can help you tailor your conversations and demonstrate that you're a good fit for their team.
We think you need these skills to ace Private Client Tax Assistant Manager / Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in private client tax, particularly your ability to manage a diverse portfolio and your qualifications such as CTA or ATT. Use specific examples that demonstrate your expertise in Income tax, Capital Gains tax, Inheritance tax, and Trusts.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention why you are interested in working for a Top 15 firm and how their flexible working arrangements align with your career goals.
Showcase Your Soft Skills: In your application, emphasise your time management skills and ability to prioritise tasks. Provide examples of how you've successfully managed deadlines and multi-tasked in previous roles, as these are crucial for the position.
Highlight Continuous Learning: Mention any ongoing professional development or training you have undertaken, especially in areas related to tax legislation or automation in accountancy. This shows your commitment to staying updated in a rapidly evolving field.
How to prepare for a job interview at Austin Rose Associates
✨Showcase Your Technical Knowledge
Make sure to brush up on your knowledge of Income tax, Capital Gains tax, Inheritance tax, and Trusts. Be prepared to discuss specific scenarios where you've successfully advised clients in these areas, as this will demonstrate your expertise and suitability for the role.
✨Demonstrate Your Client 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 in the past. Highlight your ability to identify planning opportunities and deliver proactive advice.
✨Discuss Your Experience with Automation
Given that the firm is a leader in automation and data-driven solutions, it would be beneficial to talk about any experience you have with technology in tax processes. Share how you've used tools or software to improve efficiency or accuracy in your work.
✨Prepare Questions About Flexibility and Development
Since the firm values flexibility and structured technical development, prepare thoughtful questions about their working arrangements and professional growth opportunities. This shows your interest in long-term career progression and aligns with their company culture.
