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- Tasks: Manage international private client tax cases and develop strategic tax planning skills.
- Company: Join Insite Group, a leader in public practice tax recruitment across the UK.
- Benefits: Enjoy a competitive salary, profit-sharing bonuses, and 25 days of holiday.
- Why this job: Fast-track your career with mentorship from industry experts and real client responsibilities.
- Qualifications: CTA qualified or nearing completion, with a strong academic background and some client management experience.
- Other info: Work in a dynamic team environment with international exposure and opportunities for personal growth.
The predicted salary is between 42000 - 66000 £ per year.
Job Title: Private Client Tax Assistant Manager
Location: City of London – hybrid working policy!
The Role:
As a Private Client Tax Assistant Manager in the London team, you will deal with high-net-worth individuals and their families and trusts. The role will involve elements of compliance, dispute resolution and advisory, and the London team has a strong bias towards more complex cases. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with; OMB restructuring projects such as mergers, demergers, acquisitions, tax due diligence, profit extraction and succession planning; international matters including offshore trusts and structures; and inheritance tax planning. The role includes but is not limited to:
- Dealing with the preparation, submission, and review of annual tax returns of all delegated clients.
- Advising clients on various private client tax issues, including international and cross-border tax matters.
- Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
- Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues
- Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
- Regularly updating your tax technical knowledge through continuing professional development
- Positive involvement with tax advisory work and spotting opportunities to win new work
- Supporting with business development and marketing initiatives
- Supporting junior members of the team with their development
- Supporting senior staff and partners on complex projects.
What I\’m Looking For:
- A Private Client Tax professional who is either looking to make a step into an Assistant Manager role or an experienced Assistant Manager-level individual who will join the tax department to grow and service the tax offering to clients, whilst looking to develop and progress further in their career.
- CTA/ACA/ACCA qualified or equivalent.
- Professional curiosity and desire for continuous learning
- IT literate (Excel, Word, tax software)
- Effective communication skills – verbal and written
- Ability to supervise junior in the team
- Organisational skills and the ability to plan and prioritise work accordingly.
- Problem solving and decision making
- Ability to work well under pressure
- Agile Working: Enjoy the flexibility of core hours from 10am – 2pm and two home working days, allowing you to balance your work and personal commitments seamlessly.
- 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
- Employee recognition awards: Outstanding Performance Award Bonus discretionary annual bonus, and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
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Private Client Tax Assistant Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with private clients. Attend relevant events or webinars to connect with potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with current trends in international tax planning and compliance. Being knowledgeable about offshore trusts and non-domicile planning will not only impress during interviews but also show your genuine interest in the field.
✨Tip Number 3
Prepare to discuss your experience managing client relationships. Think of specific examples where you successfully navigated complex situations or provided valuable advice, as this will demonstrate your readiness for the responsibilities of the role.
✨Tip Number 4
Showcase your communication skills by engaging in mock interviews or discussions with peers. Practising how to articulate your thoughts clearly and confidently will help you stand out as a candidate who can effectively interact with clients.
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax compliance and advisory work. Emphasise any client relationship management skills and your understanding of international tax considerations.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the opportunity to work with high-profile clients. Mention specific experiences that demonstrate your ambition and ability to handle complex tax cases.
Showcase Your Qualifications: Clearly state your CTA qualification status and any relevant academic achievements. If you're close to completion, mention this and highlight how your education has prepared you for this role.
Demonstrate Soft Skills: Highlight your communication skills and attention to detail in your application. Provide examples of how you've successfully interacted with clients or managed projects, showcasing your ability to be a trusted advisor.
How to prepare for a job interview at Insite Group
✨Showcase Your Tax Knowledge
Make sure to brush up on your understanding of international tax considerations, offshore trusts, and non-domicile planning. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Demonstrate Client Management Skills
Prepare examples from your past experiences where you've successfully managed client relationships. Highlight how you built trust and provided value, as this role requires strong client-facing abilities.
✨Emphasise Your Teamwork and Communication
Since this position involves collaboration with a talented team, be ready to discuss how you work well in a team environment. Share instances where your communication skills helped resolve issues or enhance client interactions.
✨Express Your Ambition and Eagerness to Learn
The company is looking for someone who is ambitious and eager to grow. Be sure to convey your enthusiasm for the role and your desire to learn from experienced professionals in the field.