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- Tasks: Manage a portfolio of high-net-worth clients and their personal tax compliance.
- Company: Join one of Bristol's top Private Client teams with a stellar reputation.
- Benefits: Enjoy hybrid working options and early responsibility in your career.
- Why this job: Be part of a supportive culture that values growth and client relationships.
- Qualifications: CTA qualification required, with experience advising HNWIs on tax matters.
- Other info: Salary ranges from £45,000 to £60,000 based on experience.
The predicted salary is between 39000 - 52000 £ per year.
Take your career to the next level with one of Bristol’s leading Private Client teams.
Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint two additional personal tax advisers at Assistant Manager and Manager grade.
With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.
Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.
Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.
Salary dependent on experience and grade (AM or Manager entry) but in the region £45,000 – £60,000. Ref 5096
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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Personal Tax Assistant Manager and Manager – Bristol employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager and Manager – Bristol
✨Tip Number 1
Network with professionals in the private client tax field. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships now can give you a leg up when applying for the Personal Tax Assistant Manager and Manager roles.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in personal tax, especially those affecting HNWIs and UHNWIs. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your experience with client relationship management. Think of specific examples where you've successfully managed client expectations or resolved issues, as this is crucial for the client-facing nature of the role.
✨Tip Number 4
Research the firm’s client base and their approach to private client tax work. Understanding their values and how they serve their clients will allow you to tailor your conversations and show that you're a great fit for their team.
We think you need these skills to ace Personal Tax Assistant Manager and Manager – Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax compliance, particularly with high-net-worth individuals. Emphasise your CTA qualification and any specific achievements in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and client relationship management abilities. Mention your experience advising on income tax, CGT, and IHT, and express your enthusiasm for working with a prestigious firm in Bristol.
Highlight Relevant Skills: In your application, clearly outline your skills related to capital taxes planning and knowledge of trusts. If you have experience with UK resident non-domiciles, make sure to include this as it is particularly relevant to the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax advisory field.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Fundamentals
Make sure you have a solid understanding of personal tax compliance, especially regarding income tax, CGT, and IHT. Brush up on the latest regulations and be prepared to discuss how they apply to high-net-worth individuals.
✨Demonstrate Client Relationship Skills
Since this role is client-facing, be ready to showcase your communication skills. Prepare examples of how you've successfully managed client relationships in the past, particularly with HNWIs or UHNWIs.
✨Familiarise Yourself with Trusts
While not mandatory, having knowledge about trusts can set you apart from other candidates. Be prepared to discuss how trusts work and their implications for tax planning, especially for non-domiciled clients.
✨Show Enthusiasm for Continuous Learning
The firm values professional development, so express your eagerness to learn and grow within the role. Mention any relevant courses or qualifications you are pursuing, such as the CTA qualification, to demonstrate your commitment.
