At a Glance
- Tasks: Manage a portfolio of private clients and deliver high-level advisory services.
- Company: Forward-thinking accountancy firm with a strong reputation and collaborative culture.
- Benefits: Competitive salary, 25 days holiday, flexible benefits, and ongoing training.
- Other info: Clear progression opportunities and supportive environment for career growth.
- Why this job: Join a growing team and make a real impact in private client tax.
- Qualifications: CTA/ACA/ACCA qualified with strong private client tax experience.
The predicted salary is between 51750 - 63250 £ per year.
This position focuses on managing a portfolio of private clients, delivering both advisory and compliance services at a high technical level.
You will also support the growth of the team through mentoring, business development, and cross-functional collaboration.
Client Details
This is a well-established and forward-thinking regional accountancy and advisory firm with multiple offices across the Midlands.
The firm has built a strong reputation for delivering integrated tax, audit, and business advisory services to both private clients and businesses.
Known for its collaborative culture and investment in people, the firm continues to grow its specialist tax offering, providing a supportive environment with clear progression opportunities.
- Description
- Manage a portfolio of private clients, with a strong focus on advisory-led work
- Lead and deliver complex private client tax projects, preparing detailed reports
- Oversee personal tax compliance, ensuring accuracy and timely submissions
- Build and maintain strong client relationships, acting as a trusted advisor
- Identify opportunities to add value and support wider business development initiatives
- Mentor, train, and support junior members of the team
- Stay up to date with tax legislation and share technical knowledge internally
- Collaborate with other departments on cross-service client work
- Represent the firm through networking, events, and technical contributions
- Profile
- CTA / ACA / ACCA qualified (or equivalent)
- Strong experience in private client tax, across both advisory and compliance
- Confident managing client relationships and delivering high-quality advice
- Experience mentoring or managing junior staff
- Strong technical knowledge across a range of private client tax matters
- Commercially aware with a proactive approach to identifying opportunities
- Excellent communication skills, both written and verbal
- Organised, with the ability to manage multiple priorities effectively
- Job Offer
- Competitive salary and benefits package
- 25 days holiday + bank holidays, with option to purchase additional leave
- Clear progression pathway within a growing tax team
- Exposure to complex and advisory-led client work
- Flexible benefits including pension, life assurance, and wellbeing support
- Electric car and cycle-to-work schemes
- Ongoing training and development within a supportive environment
Private Client Assistant Manager/ Manager in Birmingham employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Assistant Manager/ Manager in Birmingham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Jobiqo. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Assistant Manager/ Manager in Birmingham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Jobiqo.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Jobiqo's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Jobiqo
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Jobiqo.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Jobiqo will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Jobiqo employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
