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- Tasks: Manage personal tax clients and deliver compliance and advisory services.
- Company: A growing accountancy firm with a supportive and collaborative culture.
- Benefits: 25 days holiday, private medical insurance, and a salary sacrifice pension scheme.
- Other info: Dynamic environment with opportunities to mentor junior team members.
- Why this job: Join a modern firm with diverse clients and clear career progression opportunities.
- Qualifications: Experience in Personal or Private Client Tax and strong prioritisation skills.
The predicted salary is between 40000 - 50000 £ per year.
Chalk Hill Group are delighted to be working with a growing, well-backed accountancy firm based near Wokingham, currently seeking an Assistant Personal Tax Manager to join their expanding team. This is an excellent opportunity to join a forward-thinking firm offering a strong blend of compliance and advisory work, alongside exposure to a diverse and high-quality client portfolio. Clients include HNW individuals, business owners, and sole traders, providing plenty of variety and scope to develop your expertise.
The Role
- Managing a portfolio of personal tax clients
- Delivering both compliance and advisory services
- Building strong client relationships
- Supporting on complex tax matters
- Opportunity to mentor and develop junior team members
About the Firm
The firm combines big‑firm expertise with a collaborative and supportive culture, making it an ideal environment for ambitious professionals. With continued growth, there is clear progression potential, including the opportunity to take on greater responsibility, expand your portfolio, and move into team management. The leadership team actively promotes an inclusive, team‑oriented environment, with a strong focus on knowledge sharing and career development.
About you
- Experience in Personal or Private Client Tax within an accountancy practice
- Able to prioritise work effectively
- Able to work independently as well as in a collaborative team environment
What’s on Offer
- 25 days holiday (increasing annually to 30 days)
- Option to buy/sell up to 5 additional days
- Non‑contributory private medical insurance
- Salary sacrifice pension scheme
- Life assurance
- Modern offices with excellent breakout spaces & free parking
This is a fantastic opportunity for a Personal Tax professional looking to join a modern, growing firm offering genuine career progression and a varied client base.
Personal Tax Assistant Manager in Wokingham employer: Chalk Hill Group
Contact Detail:
Chalk Hill Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager in Wokingham
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups to connect with professionals in the tax field. You never know who might have the inside scoop on job openings or can refer you directly to hiring managers.
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past work and successes in personal tax. This can be a great conversation starter during interviews and helps demonstrate your value to potential employers.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to current employees on LinkedIn. Ask them about their experiences at the firm and express your interest in the position. It shows initiative and can help you stand out.
✨Tip Number 4
Keep it casual but professional in interviews. Be yourself and let your personality shine through while discussing your skills and experiences. Remember, they’re looking for someone who fits into their collaborative culture, so show them you’re a team player!
We think you need these skills to ace Personal Tax Assistant Manager in Wokingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Assistant Manager role. Highlight your experience in personal or private client tax, and don’t forget to mention any relevant compliance and advisory work you've done.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our team at Chalk Hill Group. Mention how your background aligns with our firm’s values and the diverse client portfolio we manage.
Showcase Your Client Relationship Skills: Since building strong client relationships is key for this role, be sure to include examples of how you've successfully managed client interactions in the past. This will show us you’re ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team during the process.
How to prepare for a job interview at Chalk Hill Group
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and compliance. Familiarise yourself with the latest changes in tax laws that could affect high-net-worth individuals and business owners. This will show your potential employer that you're not just knowledgeable but also proactive about staying updated.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about specific situations where you’ve successfully managed client expectations or resolved complex issues. This is crucial for a role that involves managing a diverse portfolio of personal tax clients.
✨Demonstrate Team Spirit
Since the firm values collaboration, be ready to discuss how you work within a team. Share experiences where you’ve supported colleagues or mentored junior team members. Highlighting your ability to contribute to a positive team environment will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and their approach to client management. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career aspirations. It’s a two-way street, after all!