At a Glance
- Tasks: Manage personal tax clients and provide compliance and advisory support.
- Company: Join a well-established and expanding private client tax team.
- Benefits: Generous leave, flexible working, paid study leave, and health cash back plan.
- Other info: Enjoy a collaborative environment with excellent long-term career prospects.
- Why this job: Take your tax career to the next level with real advisory exposure.
- Qualifications: ATT qualified or experienced in personal tax compliance; CTA is a plus.
The predicted salary is between 45000 - 65000 £ per year.
This is an excellent opportunity to join a well-established and expanding private client tax team and supporting a varied portfolio of personal tax clients. The role offers a genuine mix of compliance and advisory work, with particular exposure to trusts, inheritance tax and capital gains matters. You'll work closely with Partners and senior colleagues, contributing to technically interesting work while having the support and flexibility to continue developing your expertise. The position would suit someone with strong personal tax experience who enjoys detail driven work, client interaction and the opportunity to broaden their advisory exposure within a collaborative environment.
Role Responsibilities
- Preparation and review of Self Assessment tax returns, including capital gains computations and property income schedules.
- Managing and monitoring tax return workflows to ensure deadlines and payments are met.
- Advising clients on Capital Gains Tax, including UK property disposals.
- Inheritance Tax planning and compliance, including review of IHT forms.
- Trust work, including the Trust Registration Service and IHT aspects of trusts.
- Statutory Residence Test reviews and tax returns for non resident individuals.
- Drafting tax planning advice and supporting Partners on advisory projects.
- Managing a portfolio of private clients and acting as a key point of contact.
- Reviewing junior team members' work and providing technical guidance.
- Identifying opportunities for additional services and supporting business development activities.
Personal Requirements
- ATT qualified or qualified by experience.
- CTA qualified, studying, or looking to progress towards CTA (desirable but not essential).
- Solid experience in personal tax compliance with exposure to advisory work.
- Trust experience preferred.
- Strong attention to detail and excellent organisational skills.
- Confident communicator, able to explain complex tax matters clearly to clients.
- Comfortable working both independently and as part of a team.
- Self motivated, proactive and able to manage workloads under pressure.
Benefits
- Generous annual leave (25 days plus bank holidays, with study support adjustments).
- Flexible working arrangements.
- Paid study leave and professional subscriptions.
- Ongoing training, CPD, leadership and management development.
- Enhanced maternity and sick pay.
- Life assurance and income protection.
- Health cash back plan (including dental, optical and physiotherapy).
- Flu vaccinations.
- Tax efficient pension via salary sacrifice.
- Wellbeing programme including counselling, mental health and legal support.
- Regular team socials, fundraising and cross office activities.
If you're looking to take the next step in your private client tax career, or step into a broader, more advisory focused role, this is a strong opportunity to join a growing team with genuine long term prospects. Apply now.
Private Client Tax Assistant Manager / Manager in Soham employer: Job Search Place Limited
Join a dynamic and expanding private client tax team in Ely, where you'll enjoy a collaborative work culture that prioritises employee growth and development. With generous benefits including flexible working arrangements, ongoing training, and a strong focus on wellbeing, this role offers the perfect environment for those looking to advance their career in personal tax while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager in Soham
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Job Search Place Limited, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager / Manager in Soham
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Job Search Place Limited's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Job Search Place Limited. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Job Search Place Limited!
How to prepare for a job interview at Job Search Place Limited
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Job Search Place Limited.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Job Search Place Limited. It helps to show our commitment!
