At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Respected accountancy firm with a strong regional reputation.
- Benefits: Hybrid working, flexible hours, and career progression opportunities.
- Other info: Genuine scope for career advancement to Manager and Senior Manager roles.
- Why this job: Join a dynamic team and make a real impact in personal tax advisory.
- Qualifications: Experience in personal tax and excellent relationship management skills.
The predicted salary is between 40000 - 50000 £ per year.
Our client is a respected accountancy firm with a strong reputation in the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a personal tax Assistant Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Manager and Senior Manager grades with the support of the team’s Directors and Partners.
The firm has fully adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
The role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning. As very much a client-facing role, the individual will require excellent relationship management skills.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.
Assistant Manager, Personal Tax – Exeter employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Manager, Personal Tax – Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the accountancy world, especially those who might know someone at the firm. A friendly chat can sometimes lead to a foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your personal tax knowledge. Be ready to discuss how you would manage HNW clients and tackle complex compliance issues. Show them you’re the perfect fit for their dynamic team!
✨Tip Number 3
Don’t forget to showcase your relationship management skills during the interview. Share examples of how you've built strong client relationships in the past. They want to see that you can connect with their clients!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Assistant Manager, Personal Tax – Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Assistant Manager role. Highlight your experience in personal tax and client management, as this will show us you’re a great fit for our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how you can contribute to our Private Client team. Be genuine and let your personality come through.
Showcase Your Relationship Management Skills:Since this role is client-facing, make sure to emphasise any experience you have in managing client relationships. We want to see how you’ve built rapport and trust with clients in the past.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and compliance issues. Being able to discuss recent changes or trends in UK personal taxation will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed relationships with clients in the past. Think about specific situations where you resolved issues or provided exceptional service, as this will highlight your suitability for the role.
✨Understand the Firm's Culture
Research the accountancy firm’s values and culture. Be ready to explain why you want to work there specifically and how you align with their mission. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, opportunities for progression, or how they support work/life balance. It demonstrates your enthusiasm and helps you gauge if the firm is the right fit for you.