At a Glance
- Tasks: Manage personal tax compliance and advisory work for high-net-worth clients.
- Company: Established accountancy firm with a supportive and collaborative culture.
- Benefits: Generous leave, flexible working, ongoing training, and health support.
- Other info: Great career progression opportunities and a dynamic work environment.
- Why this job: Join a growing team and make a real impact in private client tax.
- Qualifications: ATT qualified, CTA qualified/studying, or relevant experience in personal tax.
The predicted salary is between 45000 - 62000 £ per year.
An established and growing accountancy firm is seeking an Assistant Tax Manager or Tax Manager to join its expanding private client tax team in Ely. This is an excellent opportunity for a tax professional with experience across personal tax compliance and advisory work, particularly involving trusts and private clients, to develop their career within a supportive and collaborative environment. The role offers exposure to a varied portfolio including high-net-worth individuals, non-residents and trustees, alongside opportunities to contribute to advisory projects and client relationship management.
Role Responsibilities
- Prepare and review Self Assessment tax returns, including capital gains computations and property income schedules.
- Manage personal tax compliance deadlines and ensure timely submissions and payments.
- Support and deliver advisory work relating to Capital Gains Tax, Inheritance Tax and trusts.
- Assist with trust compliance, trust registration matters and associated IHT considerations.
- Carry out Statutory Residence Test reviews and non-resident tax return work.
- Manage and develop a portfolio of private clients and maintain strong client relationships.
- Liaise directly with clients, business owners and internal teams regarding tax matters.
- Identify opportunities to provide additional services and support business development initiatives.
- Provide technical guidance and support to junior and non-tax staff.
- Review junior team members' work and assist with coaching, mentoring and development.
- Assist with ad-hoc advisory assignments and tax planning projects.
- Attend training courses and ensure ongoing CPD requirements are met.
Personal Requirements
- ATT qualified, CTA qualified/studying, or qualified by experience.
- Previous experience in personal tax compliance and advisory work.
- Trust experience is highly desirable.
- Strong understanding of Capital Gains Tax, Inheritance Tax and private client tax matters.
- Excellent communication skills with the ability to explain complex tax matters clearly.
- Strong attention to detail and organisational skills.
- Ability to manage workloads effectively and meet deadlines under pressure.
- Comfortable working both independently and as part of a team.
- Experience managing client relationships and delivering high levels of service.
Benefits
- Generous annual leave plus Bank Holidays.
- Flexible working arrangements.
- Ongoing training and professional development support.
- Paid study leave and professional subscriptions.
- Enhanced maternity and sick pay policies.
- Income protection and life assurance.
- Health cash plan including dental, optical and physiotherapy support.
- Pension salary sacrifice scheme.
- Wellbeing programme including counselling and legal advice.
- Team social events and fundraising activities.
If you are looking to progress your career within a supportive and growing tax team offering varied and interesting private client work, apply now.
Private Client Tax Assistant Manager / Manager in Littleport employer: Butler Rose
Join a dynamic and supportive accountancy firm in Ely, where your career as a Private Client Tax Assistant Manager or Manager can flourish. With a focus on professional development, flexible working arrangements, and a strong emphasis on employee wellbeing, this company offers a collaborative environment that values your contributions to high-net-worth clients and advisory projects. Enjoy generous benefits, including enhanced maternity pay, health cash plans, and opportunities for ongoing training, making it an excellent choice for tax professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager in Littleport
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Butler Rose, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager / Manager in Littleport
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Butler Rose's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Butler Rose. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Butler Rose!
How to prepare for a job interview at Butler Rose
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Butler Rose.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Butler Rose. It helps to show our commitment!
