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- Tasks: Manage high-net-worth clients' tax compliance and provide capital tax planning advice.
- Company: Leading consulting firm in Bristol with a focus on career development.
- Benefits: Enjoy hybrid working options and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact in tax advisory for HNWIs.
- Qualifications: Must hold a CTA qualification and have experience with high-net-worth individuals.
- Other info: Perfect for those looking to advance their careers in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading consulting firm in Bristol is looking for a personal tax adviser at Assistant Manager level. This client-facing role involves managing a portfolio of high-net-worth clients, ensuring their annual tax compliance, and providing advisory services on capital taxes planning. Candidates must hold a CTA qualification and have experience with HNWIs. The firm fosters career development and offers hybrid working options, making it an attractive opportunity for those seeking growth in their tax advisory careers.
Responsibilities
- Manage a portfolio of high-net-worth clients, ensuring their annual tax compliance
- Provide advisory services on capital taxes planning
Qualifications
- CTA qualification
- Experience with high-net-worth individuals (HNWIs)
Benefits
- Hybrid working options
- Career development
Private Client Tax — Assistant Manager (Hybrid, Bristol) employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax — Assistant Manager (Hybrid, Bristol)
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with high-net-worth clients. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of capital taxes planning. We recommend practising common interview questions and scenarios related to managing HNWIs to show you’re ready for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website for the best chance at landing that Assistant Manager role! We make it easy for you to showcase your skills and qualifications directly to the hiring team.
We think you need these skills to ace Private Client Tax — Assistant Manager (Hybrid, Bristol)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Private Client Tax role. Highlight your CTA qualification and any experience you have with high-net-worth individuals, as this will show us you're a great fit for the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background aligns with our needs. Be sure to mention your experience managing client portfolios and any specific achievements in capital taxes planning.
Showcase Your Client Management Skills: Since this role is client-facing, it's important to demonstrate your ability to manage relationships with high-net-worth clients. Include examples of how you've successfully navigated client interactions and provided valuable advisory services in your application.
Apply Through Our Website: We encourage you to apply directly through our website. This not only streamlines the process but also ensures that your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around capital taxes planning. Be ready to discuss specific cases or scenarios involving high-net-worth individuals (HNWIs) to showcase your expertise.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you’ve gone above and beyond for clients, as this will demonstrate your commitment to excellent service.
✨Understand the Firm's Culture
Research the consulting firm’s values and culture. Be prepared to discuss how you align with their approach to career development and hybrid working. This shows that you’re not just interested in the role, but also in being a good fit for their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to tax advisory for HNWIs or how they support career growth. It shows your genuine interest in the position and helps you assess if it’s the right fit for you.
