Private Client Tax Assistant Manager
Private Client Tax Assistant Manager

Private Client Tax Assistant Manager

City of London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Provide proactive tax services to private clients and manage client portfolios.
  • Company: Join Blick Rothenberg, a leading tax and business advisory firm with a supportive culture.
  • Benefits: Enjoy flexible hours, competitive salary, health insurance, and extensive learning opportunities.
  • Why this job: Make a real impact while developing your career in a dynamic and collaborative environment.
  • Qualifications: Must be CTA or ACA qualified with experience in client-focused tax services.
  • Other info: Be part of a growing team within the 9th largest accountancy firm in the UK.

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

Blick Rothenberg Blick Rothenberg are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our teams work seamlessly to provide advice throughout the life cycle of our clients. Our partner-led approach ensures that our clients receive an excellent service from a team of high-quality people who combine technical expertise with personal integrity. Our ethos is reflected in the way that we work with our clients, taking the time to understand their business and invest in the relationship to ensure that we can provide the best advice possible. We want success for our people, our clients and for our business. In order to help preserve this winning formula, to bring it to life with our new joiners and to explain it to our clients, we have articulated our approach through the values of Collaboration, Authenticity Respect and being Dynamic. You can read more about our values here.

The role

We offer a nurturing and collaborative working culture that is caring and protecting of our people, within an environment where they can learn and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. We have clearly defined career pathways which empower you to manage your own development. We have a number of colleague-led collaborative working groups which help shape our strategy.

Key accountabilities

As an Assistant Manager your main responsibilities will be:

  • Providing an efficient, client focussed and proactive service to meet the needs of private clients.
  • Working with directors and managers on technical assignments.
  • Managing day to day client portfolio including billing and monitoring work in progress.
  • Ensuring that the firm’s risks are managed appropriately.
  • Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
  • To liaise proactively with clients on advisory matters.
  • To meet new clients with the appropriate partner/director and be a main point of contact with those clients going forward
  • To review personal tax returns prepared by more junior members of staff / prepare complex compliance cases.

You must be either CTA or ACA qualified to be considered for this opportunity.

Skills & experience

β€œYou will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented Assistant Manager to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with the opportunity to advance your career within a dynamic business.”

Other

Blick Rothenberg are a part of Azets, an award-winning firm of Accountants and Business Advisors operating across the UK, Nordics and the USA. Azets are a family of over 6,500 employees and have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK. This allows Blick Rothenberg to continue to deliver the high quality, partner-led service, but with greater resource that being part of a larger business provides.

Contact us

  • Pension– Looking after your future self when it’s time to step back and relax.
  • 25 days annual leave + bank holidays– Time to focus on what’s important to you.
  • Private Medical Insurance– Taking care of your health. One less thing to worry about.
  • Permanent Health Insurance– Financial protection in the event of illness or injury.
  • Flexible hours of work– We’re on a mission to give you back your time, as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy.
  • Life Assurance– 4 x times salary, our family is important to us, and so is yours.
  • Employee Referral Bonus– We’re always looking for talented individuals to join our family.
  • Employee Benefits Portal– Cashback and vouchers on everyday purchases.
  • Extensive Learning & Development Opportunities– Continuous development and support not only for your professional qualifications but also for your personal goals and aspirations, so we can grow together.
  • Opportunity to attend social events– Time to stop, pause and have fun.
  • Career Coaching– Better never stops. Sharing our time to make the best use of yours.

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Private Client Tax Assistant Manager employer: Blick Rothenberg

Blick Rothenberg is an exceptional employer that prioritises personal integrity and technical expertise, fostering a nurturing and collaborative work culture where employees can thrive. With a commitment to employee growth through clearly defined career pathways, flexible working hours, and extensive learning opportunities, we ensure our team members are well-supported in their professional journeys. Located within a dynamic and progressive office environment, this role offers the chance to engage with a diverse client portfolio while enjoying a comprehensive benefits package that includes private medical insurance and generous annual leave.
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Contact Detail:

Blick Rothenberg Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Assistant Manager

✨Tip Number 1

Network like a pro! Reach out to current employees at Blick Rothenberg on LinkedIn. Ask them about their experiences and any tips they might have for the interview process. This can give you insider knowledge and show your genuine interest in the firm.

✨Tip Number 2

Prepare for the interview by brushing up on your technical skills. Since this role involves managing client portfolios and liaising with HMRC, make sure you're ready to discuss relevant tax issues and demonstrate your expertise. We want to see that you can handle the complexities of the job!

✨Tip Number 3

Showcase your collaborative spirit! During interviews, highlight examples of how you've worked effectively in teams. Blick Rothenberg values collaboration, so sharing stories that reflect this will resonate well with the interviewers.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows that you’re proactive and serious about joining our team. Let’s get you that Assistant Manager role!

We think you need these skills to ace Private Client Tax Assistant Manager

Client Management
Technical Tax Knowledge
Proactive Service Delivery
Communication Skills
Attention to Detail
Risk Management
Liaising with HMRC
Personal Tax Compliance
Team Collaboration
Problem-Solving Skills
CTA or ACA Qualification
Portfolio Management
Advisory Skills
Training and Development

Some tips for your application 🫑

Show Your Personality: When you're writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your passion for tax and client service. Remember, authenticity is one of our core values!

Tailor Your Application: Make sure to tailor your application to the role of Private Client Tax Assistant Manager. Highlight your relevant experience and skills that align with the job description. This shows us that you’ve done your homework and are genuinely interested in joining our team.

Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that makes it easy for us to see why you’d be a great fit for our team.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.

How to prepare for a job interview at Blick Rothenberg

✨Know Your Stuff

Make sure you brush up on your tax knowledge, especially around personal tax returns and compliance. Blick Rothenberg values technical expertise, so be ready to discuss relevant legislation and how it applies to their clients.

✨Showcase Your Collaboration Skills

Since collaboration is a key value for Blick Rothenberg, think of examples where you've worked effectively in a team. Be prepared to share how you’ve contributed to group success and how you can bring that collaborative spirit to their firm.

✨Demonstrate Client Focus

Prepare to talk about your experience with client management. Highlight instances where you’ve gone above and beyond to meet client needs, as this role requires a proactive approach to client service.

✨Embrace the Dynamic Environment

Blick Rothenberg is looking for someone who can adapt and thrive in a fast-paced setting. Share examples of how you’ve successfully managed multiple priorities or adapted to changes in your previous roles.

Private Client Tax Assistant Manager
Blick Rothenberg

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