At a Glance
- Tasks: Manage a portfolio of wealthy clients and oversee their personal tax compliance.
- Company: Join a high-profile, award-winning firm known for advising entrepreneurs and HNWIs.
- Benefits: Enjoy hybrid working options and a competitive salary of £45k-£55k plus benefits.
- Why this job: Be part of a supportive team that fosters career progression in a collegiate culture.
- Qualifications: Must be CTA qualified with experience in personal tax.
- Other info: Opportunity to work closely with leading Partners on capital taxes planning projects.
The predicted salary is between 45000 - 55000 £ per year.
Are you CTA qualified and looking to pursue your private client tax career with a high-profile, award-winning team?
We’re working closely with a respected firm that has built a strong reputation for advising serial entrepreneurs, business owners, landed wealth and international HNWIs.
They are keen to appoint an additional personal tax specialist at Assistant Manager level. The role will involve overseeing a portfolio of wealthy private clients from a range of backgrounds. You’ll act as their trusted adviser and relationship manager, handling all areas of their personal tax compliance and working with leading Partners on ad hoc capital taxes planning projects.
The firm has a collegiate culture and their supportive and sociable Private Client team will assist you with progressing towards Manager and Senior Manager grades.
Based in Southampton, they offer hybrid working 2-3 days a week. Salary will be dependent on experience but is likely to be in the region £45k-£55k + bens.
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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Assistant Manager, Personal Tax – Southampton employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager, Personal Tax – Southampton
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet people from the firm or similar firms. Building relationships can give you insights into the company culture and potentially lead to referrals.
✨Tip Number 2
Research the firm’s recent projects and achievements in personal tax. Being knowledgeable about their work will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in joining their team.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and complex tax situations. Highlight specific examples of how you've successfully managed client relationships and compliance issues, as this will be crucial for the role.
✨Tip Number 4
Familiarise yourself with the latest trends and changes in personal tax legislation. Showing that you are up-to-date with current regulations will position you as a knowledgeable candidate who can provide valuable insights to clients.
We think you need these skills to ace Assistant Manager, Personal Tax – Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and relevant experience in personal tax. Emphasise your ability to manage a portfolio of clients and any specific achievements in tax compliance or planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client tax and your understanding of the firm's reputation. Mention how your skills align with their needs, particularly in managing relationships with high-net-worth individuals.
Highlight Relevant Experience: In your application, focus on your previous roles that involved personal tax compliance and capital taxes planning. Use specific examples to demonstrate your expertise and how you can add value to their team.
Showcase Soft Skills: Since the role involves acting as a trusted adviser, highlight your interpersonal skills and ability to build strong client relationships. Mention any experiences where you've successfully managed client expectations or resolved issues.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your CTA Qualification
Make sure to highlight your CTA qualification during the interview. This is a key requirement for the role, so be prepared to discuss how your training and knowledge will benefit the firm and its clients.
✨Demonstrate Your Client Management Skills
Since the role involves acting as a trusted adviser to wealthy private clients, be ready to share examples of how you've successfully managed client relationships in the past. Discuss any challenges you faced and how you overcame them.
✨Familiarise Yourself with Capital Taxes Planning
The position includes working on ad hoc capital taxes planning projects. Brush up on your knowledge in this area and be prepared to discuss relevant experiences or case studies that demonstrate your expertise.
✨Emphasise Team Collaboration
The firm values a collegiate culture, so it's important to convey your ability to work well within a team. Share examples of how you've collaborated with colleagues in previous roles and how you can contribute to their supportive environment.