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- Tasks: Assist high-net-worth clients with tax compliance, advisory, and complex case management.
- Company: Dynamic firm in the heart of London with a focus on client success.
- Benefits: Flexible working hours, generous holiday, and employee recognition awards.
- Other info: Opportunities for professional growth and continuous learning in a vibrant environment.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: CTA/ACA/ACCA qualified or equivalent with strong communication skills.
The predicted salary is between 47000 - 63000 £ per year.
Location: City of London - hybrid working policy!
Salary: £55,000 - £60,000 + benefits!
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;
- 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.
- Client focus/ commercial awareness.
- Problem solving and decision making.
- Ability to work well under pressure.
Benefits:
- 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.
- And lots more!
Private Client Tax Assistant Manager 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informal Chat
Before any formal interview, try to have an informal chat with someone from the company. This can give you insider info on the culture and expectations. Plus, it shows your genuine interest in the role and helps us get to know you better!
✨Show Off Your Skills
When you get the chance to meet potential employers, don’t hold back on showcasing your skills. Bring examples of your work or discuss past projects that relate to the role. We want to see how you can add value to our team!
✨Follow Up with Flair
After any meeting or interview, send a follow-up email thanking them for their time. It’s a simple gesture that can leave a lasting impression. And remember, if you’re keen on the role, let us know – enthusiasm goes a long way!
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 reflects the skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your experience with high-net-worth individuals and any relevant tax qualifications like CTA, ACA, or ACCA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory work and how your professional curiosity aligns with our team's goals. Don’t forget to mention your ability to handle complex cases!
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
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 about the hiring process!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Tax Stuff
Brush up on your knowledge of private client tax issues, especially around compliance and advisory roles. Be ready to discuss specific cases or scenarios you've handled, particularly those involving high-net-worth individuals or complex tax matters.
✨Show Off Your Communication Skills
Effective communication is key in this role. Prepare to demonstrate how you've successfully communicated complex tax concepts to clients or team members. Think of examples where your communication made a difference in resolving disputes or advising clients.
✨Be Ready for Problem Solving
Expect questions that test your problem-solving abilities. Prepare examples of challenging situations you've faced in tax management or client advisory roles, and explain how you approached and resolved them.
✨Demonstrate Your Team Spirit
This role involves supporting junior team members and collaborating with seniors. Be prepared to discuss how you've mentored others or contributed to team projects. Highlight your ability to work under pressure while maintaining a client-focused approach.