At a Glance
- Tasks: Prepare and review tax returns, manage compliance deadlines, and support advisory work.
- Company: Established accountancy firm with a supportive and collaborative culture.
- Benefits: Competitive salary, career development opportunities, and exposure to high-net-worth clients.
- Other info: Dynamic environment with opportunities for professional growth.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: Experience in personal tax compliance and strong client relationship skills.
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.
Private Client Tax Assistant Manager / Manager employer: Butler Rose
Join a dynamic and established accountancy firm in Ely, where you will thrive in a supportive and collaborative work culture that prioritises employee growth and development. With a focus on personal tax compliance and advisory work, you will have the opportunity to manage a diverse portfolio of high-net-worth clients while contributing to meaningful projects that enhance your professional skills. Enjoy competitive remuneration and a commitment to work-life balance in a location that fosters both personal and professional fulfilment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with personal tax compliance and advisory work. Share specific examples of how you've managed client portfolios or tackled complex tax issues.
✨Tip Number 3
Prepare for interviews by brushing up on key tax topics! Make sure you’re ready to discuss Capital Gains Tax, Inheritance Tax, and trust compliance. Being knowledgeable will not only impress interviewers but also show that you’re genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got a range of opportunities waiting for you, and applying directly can give you a better chance of standing out. Plus, it’s super easy to navigate and keeps everything in one place!
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 reflects the skills and experience mentioned in the job description. Highlight your personal tax compliance and advisory work, especially with trusts and high-net-worth individuals, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax and how your background aligns with our needs. Don’t forget to mention any relevant projects or experiences that showcase your expertise.
Showcase Your Client Management Skills:Since this role involves managing a portfolio of private clients, make sure to highlight your experience in client relationship management. Share examples of how you've successfully liaised with clients and delivered exceptional service.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Butler Rose
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance, especially around capital gains and inheritance tax. Familiarise yourself with the latest regulations and be ready to discuss how you've handled similar cases in the past.
✨Showcase Your Client Management Skills
Since the role involves managing a portfolio of private clients, think of examples where you've built strong client relationships. Be prepared to share how you’ve effectively communicated complex tax matters to clients in a way they can understand.
✨Prepare for Scenario Questions
Expect questions that put you in real-life scenarios, like handling a tricky trust compliance issue or a tight deadline for tax submissions. Practise your thought process and how you would approach these challenges.
✨Ask Insightful Questions
At the end of the interview, have some thoughtful questions ready about the firm’s approach to advisory projects or how they support their team’s professional development. This shows your genuine interest in the role and the company.
