At a Glance
- Tasks: Manage personal tax department and oversee client portfolios while mentoring junior colleagues.
- Company: Forward-thinking independent firm in Lancaster with a collaborative culture.
- Benefits: Competitive salary, 25 days holiday, pension, enhanced family leave, and wellbeing support.
- Other info: Great career growth opportunities and a supportive environment for professional development.
- Why this job: Join a respected firm and make a real impact on clients' financial success.
- Qualifications: ATT qualified with strong personal tax background and excellent communication skills.
The predicted salary is between 36000 - 60000 £ per year.
Clark Wood are working with a well-established and forward-thinking independent firm in Lancaster who are seeking an experienced Private Client Tax Assistant Manager or Manager to join their growing team. This is a key role within a reputable practice known for delivering high-quality tax and advisory services to a varied and loyal client base. The firm prides itself on its collaborative culture, strong technical standards, and commitment to developing its people, offering a supportive environment in which you can continue to grow your career.
As a Private Client Tax AM / Manager, you will oversee the day-to-day running of the personal tax department while managing your own portfolio of clients, ranging from high-net-worth individuals through to entrepreneurs and professionals. You will be responsible for reviewing the team’s work, ensuring accuracy and compliance, and providing clear guidance and mentoring to junior colleagues as they progress in their own development.
Your role will involve preparing and reviewing a broad range of personal tax returns, advising clients on matters including capital gains tax, inheritance tax, residence and domicile, and identifying opportunities for tax planning and advisory work. You will build and maintain strong client relationships, offering proactive and practical advice while ensuring all deadlines and compliance requirements are met.
The successful candidate will be ATT qualified as a minimum, with CTA or equivalent experience preferred. You will have a solid background in personal tax, strong communication skills, excellent attention to detail, and the ability to organise and prioritise effectively.
This is an excellent opportunity for an ambitious professional to join a respected, growing firm offering a competitive benefits package, including:
- pension
- 25 days’ holiday plus bank holidays (with the option to buy additional leave)
- enhanced family leave
- life assurance
- wellbeing support
- access to a flexible benefits platform
For more information, please contact Eleanor Snow at Clark Wood on 07375 801311 or email eleanor@clark-wood.co.uk. We also offer a £500 referral bonus for any successful introductions.
Personal Tax Assistant Manager / Manager - Lancaster employer: Clark Wood - Tax Recruitment
Join a highly regarded independent accountancy practice in Chester, where you will be part of a supportive team dedicated to your professional growth. With a focus on work-life balance, the firm offers hybrid working, generous holiday allowances, and flexible hours, making it an ideal environment for a CTA-qualified tax professional looking to enhance their advisory experience while managing a diverse portfolio of clients.
Contact Details:
Clark Wood - Tax Recruitment Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager / Manager - Lancaster
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local tax seminars, workshops, or networking events. We all know that sometimes it’s not just what you know, but who you know that can help you land that perfect role.
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t be shy about showcasing your expertise. Bring along examples of your work or case studies that highlight your experience in personal tax. We want to see how you can add value to their team!
✨Follow Up After Interviews
After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. We believe a little gratitude goes a long way in making a lasting impression!
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed. We’re here to help you find that dream job!
We think you need these skills to ace Personal Tax Assistant Manager / Manager - Lancaster
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 expertise and any relevant qualifications like ATT or CTA. We want to see how you fit into our collaborative culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our team. Be sure to mention specific experiences that align with the role.
Showcase Your Communication Skills:As a Personal Tax Assistant Manager, strong communication is key. In your application, demonstrate your ability to convey complex tax concepts clearly. We love candidates who can build strong client relationships!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, we’re excited to see your application come through!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations, especially around capital gains and inheritance tax. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained client relationships in the past. This role is all about managing a portfolio, so demonstrating your ability to offer proactive advice and meet compliance requirements will set you apart.
✨Be Ready to Discuss Team Leadership
Since you'll be overseeing junior colleagues, think of instances where you've mentored or guided others. Highlighting your leadership style and how you ensure accuracy and compliance in their work will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture and growth opportunities. This shows that you're not only interested in the role but also in how you can contribute to and grow within the firm.
