At a Glance
- Tasks: Assist in delivering top-notch tax and compliance services to personal tax clients.
- Company: Join a leading regional tax and accounting advisory firm with a vibrant team.
- Benefits: Career progression opportunities, study support for CTA, and diverse client exposure.
- Other info: Dynamic environment with strong focus on client relationships and ongoing learning.
- Why this job: Make a real impact while working with high-net-worth individuals and trusts.
- Qualifications: ATT/STEP qualified or part-qualified with relevant experience in tax and trust work.
Your new company is one of the leading regional tax and accounting advisory firms with five offices across the northwest, employing over 200 staff, providing expert advisory and compliance services to a wide variety of SMEs and large groups.
Your new role involves being part of a growing team of advisors and specialists who provide high-quality tax and compliance services to personal tax clients, including high-net-worth individuals, trusts and estates. Responsibilities include:
- Dealing with tax compliance matters for personal tax and trust clients, ensuring a first-class service is delivered.
- Preparation of tax returns, ensuring all necessary data is collated.
- Estate administration and accounts preparation.
- Ensuring compliance with the Trust Registration Service, including preparation of Inheritance Tax event forms.
- Establishing and maintaining strong client relationships through regular ongoing communication.
- Dealing with communications from HMRC, third parties and clients.
- Aiding the tax and trust management team on various ad hoc tasks, compliance and advisory, as and when required.
- Undertaking technical research into specific areas of legislation; ensuring your knowledge is regularly updated.
What you'll need to succeed:
- ATT / STEP qualified or part-qualified would be ideal.
- Relevant experience in a similar role (ideally 3-4 years) with some experience or exposure to Trust work.
- Flexible and adaptable in approach with the tenacity to get things done.
- Excellent communication and interpersonal skills with the ability to establish and develop relationships.
- Good organisational skills with a proven track record of delivery.
- Professional and competent, always acting with integrity and objectivity.
What you'll get in return:
This is an opportunity to work with a broad variety of clients, dealing with an array of personal tax matters, in an area which has seen significant change over the last twelve months. If you're looking for progression, study support is available for the right candidate to proceed to CTA.
What you need to do now:
If you're interested in this Private Client Tax Assistant Manager role, click 'apply now' to forward an up-to-date copy of your CV, or call Yasmin Vart to discuss it in more detail. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Private Client Assistant Manager in Liverpool employer: Hays Senior Finance
As a leading regional tax and accounting advisory firm, we pride ourselves on fostering a collaborative and supportive work culture that empowers our employees to excel. With a commitment to professional development, we offer study support for those looking to advance their qualifications, alongside the opportunity to work with a diverse range of clients in a dynamic environment. Our offices in the northwest provide a vibrant setting where teamwork and innovation thrive, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Assistant Manager in Liverpool
✨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 Hays Senior Finance, 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 Assistant Manager in Liverpool
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 Hays Senior Finance'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 Hays Senior Finance. 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 Hays Senior Finance!
How to prepare for a job interview at Hays Senior Finance
✨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 Hays Senior Finance.
✨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 Hays Senior Finance. It helps to show our commitment!
