At a Glance
- Tasks: Manage a portfolio of private clients and oversee personal tax compliance.
- Company: Established London firm with a long-standing private client base.
- Benefits: Competitive salary, range of benefits, and clear progression to Manager.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Gain valuable experience in tax advisory while building lasting client relationships.
- Qualifications: Strong personal tax knowledge, ideally CTA qualified or close to it.
The predicted salary is between 48600 - 59400 £ per year.
Join as a Private Client Tax Assistant Manager and progress to Manager with a highly profitable London firm.
The firm has been operating for decades and has built a long-standing private client base, working closely with entrepreneurial individuals, families and business owners.
Much of the client work is relationship-led, often spanning generations, which shapes the nature of the role.
From a technical perspective, the position offers a broad mix of compliance and advisory.
You would be responsible for managing your own portfolio of private clients, overseeing personal tax compliance across individuals, partnerships and trusts, while also acting as a key point of contact for client queries and ongoing planning matters.
The advisory element comes through in areas such as CGT, IHT and trusts, as well as exposure to internationally mobile and non-UK domiciled individuals.
You would also be liaising directly with HMRC and working closely with colleagues across accounts, audit and business tax, so there is a good level of variety in the work.
The team itself is partner-led, which means you are closer to both clients and decision-making.
There is an expectation to take ownership of client relationships, alongside supporting and developing more junior members of the team.
They are looking for someone with a strong personal tax grounding, ideally CTA qualified (or close to), with experience across private client compliance and an interest in developing further advisory exposure, particularly around trusts and inheritance tax.
It's a well-rounded role in a stable, established environment, with a good balance between technical work, client interaction and responsibility.
- £80000 - £95000 per annum, Benefits : Range of Benefits
- £70000 - £80000 per annum, Benefits : Range of Benefits
- #J-18808-Ljbffr
Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager in Basingstoke employer: Creative Tax Recruitment
Creative Tax Recruitment is an exceptional employer, offering a dynamic work environment in the heart of Central London. With a strong focus on employee growth and development, the firm provides ample opportunities for leadership and strategic influence within the personal tax team. The collaborative culture fosters innovation and client engagement, making it a rewarding place for professionals looking to make a significant impact in the private client tax market.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager in Basingstoke
✨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 Creative Tax Recruitment, 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- Hybrid Working + Clear Route to Manager in Basingstoke
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 Creative Tax Recruitment'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 Creative Tax Recruitment. 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 Creative Tax Recruitment!
How to prepare for a job interview at Creative Tax Recruitment
✨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 Creative Tax Recruitment.
✨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 Creative Tax Recruitment. It helps to show our commitment!
