Personal Tax Assistant Manager

Personal Tax Assistant Manager

Portsmouth Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of personal tax clients and support partners on advisory projects.
  • Company: Join a well-regarded national firm known for its client-centric approach.
  • Benefits: Enjoy career progression opportunities and a supportive work environment.
  • Why this job: Gain valuable experience in tax compliance and advisory work while growing your career.
  • Qualifications: Ideal candidates are ATT or CTA qualified, with experience in private client work.
  • Other info: Commutable from various locations across Hampshire, offering flexibility and growth.

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

Accountancy Practice and Tax recruitment specialists Clark Wood are currently working with a prominent and well-regarded national firm of accountants who are looking to grow their Tax department by recruiting a Personal Tax Assistant Manager into their team in their Portsmouth, Hampshire office. This established local office has developed an excellent reputation as a result of their client-centric ethos and has an excellent and ever-growing presence.

The successful candidate will be responsible for their own portfolio of Private Client/ Personal tax clients, whilst also providing ad-hoc support to the partners on interesting advisory-based projects. The role will primarily consist of providing tax compliance services to an interesting mix of clients and gaining greater exposure to advisory and consultancy work.

The ideal candidate may be ATT Qualified or CTA Qualified or Part Qualified and will have had excellent experience of undertaking Private Client work within a practice environment. This is a fantastic opportunity for an ambitious and experienced individual to progress their career as part of an already successful and continually growing firm.

  • Qualified by Experience
  • Ideally ATT Qualified and/or CTA Qualified or Part Qualified
  • Experience of both personal and corporate tax work
  • Ideally some previous exposure to advisory and planning work, however not essential

The local Portsmouth/Fareham office is commutable from areas all across Hampshire; Whiteley, Southampton, Havant, Waterlooville, Chichester etc.

Personal Tax Assistant Manager employer: Clark Wood - Tax Recruitment

Joining our Portsmouth office as a Personal Tax Assistant Manager offers you the chance to be part of a well-respected national firm that prioritises client satisfaction and professional growth. With a supportive work culture, opportunities for career advancement, and exposure to diverse advisory projects, you'll find a rewarding environment that encourages your development while enjoying the vibrant community of Hampshire.
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Contact Detail:

Clark Wood - Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Assistant Manager

✨Tip Number 1

Network with professionals in the tax and accountancy field, especially those who work in or around Portsmouth. Attend local industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.

✨Tip Number 2

Research the specific tax compliance services that the firm offers and be prepared to discuss how your experience aligns with their client base. This will show your genuine interest in the role and help you stand out during any informal conversations.

✨Tip Number 3

Consider reaching out to current or former employees of the firm on LinkedIn. Ask them about their experiences and any insights they can share about the team dynamics and the types of projects you might be involved in.

✨Tip Number 4

Prepare to discuss your previous experience with personal tax clients and any advisory work you've done. Highlight specific examples that demonstrate your ability to manage a portfolio and provide valuable insights to clients.

We think you need these skills to ace Personal Tax Assistant Manager

Personal Tax Knowledge
Compliance Skills
Advisory Skills
Client Management
Attention to Detail
Communication Skills
Analytical Skills
Problem-Solving Skills
Time Management
Team Collaboration
Knowledge of Tax Legislation
Report Writing
Project Management
Client-Centric Approach

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in personal tax and any relevant qualifications like ATT or CTA. Emphasise your work with private clients and any advisory projects you've been involved in.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax compliance and advisory work. Mention why you are interested in this specific role at the firm and how your skills align with their client-centric ethos.

Highlight Relevant Experience: In your application, focus on your previous roles that involved personal tax work. Provide examples of how you've successfully managed client portfolios and contributed to advisory projects.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.

How to prepare for a job interview at Clark Wood - Tax Recruitment

✨Know Your Tax Fundamentals

Brush up on your personal tax knowledge, especially around compliance and advisory services. Be prepared to discuss specific tax scenarios and how you would approach them, as this will demonstrate your expertise and confidence in the field.

✨Showcase Your Client Management Skills

Since you'll be managing a portfolio of clients, think of examples where you've successfully handled client relationships. Highlight your ability to communicate complex tax issues clearly and effectively, as this is crucial for a Personal Tax Assistant Manager.

✨Prepare for Advisory Discussions

Even if you don't have extensive advisory experience, be ready to discuss your understanding of tax planning and consultancy. Research common advisory projects that firms undertake and think about how you could contribute to these initiatives.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's culture, growth plans, and the specifics of the role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals.

Personal Tax Assistant Manager
Clark Wood - Tax Recruitment
C
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