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- Tasks: Manage a portfolio of private clients and oversee personal tax compliance.
- Company: Established London firm with a long-standing private client base.
- Benefits: Hybrid working, clear route to management, and supportive team environment.
- Other info: Dynamic role with opportunities for professional growth and development.
- 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 45000 - 55000 £ 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.
Please feel free to contact us or apply for this role if you would like to learn more.
Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager employer: Creative Tax Recruitment
Contact Detail:
Creative Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Tax Assistant Manager role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. Think about real-life examples where you've successfully handled personal tax compliance or advisory matters. This will show you're not just book-smart but also practical!
✨Tip Number 3
Don’t forget to showcase your personality! Firms like the one we’re talking about value relationship-building, so let your passion for client interaction shine through. Be genuine and enthusiastic about how you can contribute to their long-standing client base.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and serious about landing that Private Client Tax Assistant Manager position. Let’s get you that job!
We think you need these skills to ace Private Client Tax Assistant Manager- Hybrid Working + Clear Route to Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your personal tax grounding and any relevant advisory experience, especially around trusts and inheritance tax.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for working with private clients and how you can contribute to our team’s success while managing client relationships effectively.
Showcase Your Technical Skills: Since the role involves a mix of compliance and advisory work, be sure to mention any specific technical skills or qualifications you have, like being CTA qualified or close to it. This will help us see your potential right away!
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’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Creative Tax Recruitment
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around compliance and advisory areas like CGT, IHT, and trusts. Be ready to discuss how you've handled similar cases in the past, as this will show your technical grounding and readiness for the role.
✨Showcase Your Client Relationship Skills
Since the role is relationship-led, think of examples where you've successfully managed client relationships. Highlight your communication skills and how you've built trust with clients, as this will be crucial for managing your own portfolio.
✨Demonstrate Team Spirit
The firm values collaboration, so be prepared to talk about how you've supported junior team members or worked closely with colleagues from different departments. This shows that you can contribute to a partner-led environment and help develop others.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client work and their expectations for the role. This not only shows your interest but also helps you gauge if the firm aligns with your career goals, especially regarding your desire for advisory exposure.