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For Companies At a Glance
- Tasks: Manage diverse tax clients and deliver high-quality advice and support.
- Company: Dynamic firm in Exeter with a focus on Private Client tax.
- Benefits: Competitive salary, benefits package, and opportunities for professional growth.
- Why this job: Take your Private Client tax career to the next level with impactful work.
- Qualifications: ATT/CTA qualified or studying towards CTA with relevant experience.
- Other info: Mentorship opportunities and collaboration with experienced professionals.
The predicted salary is between 45000 - 48000 £ per year.
Location: Exeter Office, Devon
Salary: £45,000 - £48,000 (dependent on experience) + benefits package!
The Role
If you are looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You will work with an impressive and diverse portfolio, including high-net-worth individuals, partnerships, non-residents, and family-owned businesses, while delivering high-quality compliance and advisory work that genuinely makes an impact.
What you will be doing day to day:
- Manage a diverse portfolio of Private Client tax clients
- Deliver high-quality Private Client tax advice and support on advisory assignments
- Prepare complex tax returns and review work completed by junior team members
- Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC
- Collaborate with Partners, Directors, and Managers on new client work and specialist projects
- Mentor and support less experienced team members, helping develop their technical and professional skills
The Individual
ATT/CTA qualified or currently studying towards CTA with relevant experience
Strong background in Private Client tax compliance
Private Client Tax Assistant Manager in Exeter employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager in Exeter
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the Private Client tax field. Attend industry events, join relevant online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its clients thoroughly. Understand their values and recent projects. We want you to walk in feeling confident and ready to discuss how your skills can make a real impact on their diverse portfolio.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work or case studies that highlight your experience in Private Client tax compliance. We love seeing how you’ve tackled challenges and delivered high-quality advice in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are ready to take the next step in their careers with us!
We think you need these skills to ace Private Client Tax Assistant Manager in Exeter
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 Assistant Manager role. Highlight your background in Private Client tax compliance and any qualifications like ATT/CTA to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your experience aligns with what we’re looking for. Don’t forget to mention your ability to build trusted relationships with clients.
Showcase Your Experience: When detailing your previous roles, focus on specific examples of how you've managed diverse portfolios or delivered high-quality tax advice. We love seeing real-life impacts you've made in your past positions!
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 us during the process!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your Private Client tax knowledge. Understand the latest regulations and common issues faced by high-net-worth individuals. Being able to discuss specific cases or recent changes in tax law will show that you're not just qualified, but genuinely engaged with the field.
✨Showcase Your Client Management Skills
Since this role involves building trusted relationships with clients, be prepared to share examples of how you've successfully managed client portfolios in the past. Highlight your communication skills and any experiences where you've acted as a key point of contact.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Review complex tax returns and be ready to explain your thought process when preparing them. Practising with mock interviews can help you articulate your approach clearly and confidently.
✨Demonstrate Your Mentoring Experience
As mentoring less experienced team members is part of the job, think of instances where you've supported others in their professional development. Share how you’ve helped colleagues improve their skills, as this will show your leadership potential and commitment to team growth.
