At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide expert tax compliance support.
- Company: Leading accountancy and advisory practice with a supportive team culture.
- Benefits: Hybrid working, flexible hours, and clear progression opportunities.
- Other info: Friendly team environment with regular social events and professional development support.
- Why this job: Build client relationships and develop your career in a dynamic tax team.
- Qualifications: Experience in personal tax compliance and strong client relationship skills.
The predicted salary is between 36500 - 47500 £ per year.
Looking to take the next step in your private client tax career? Pro Tax is delighted to be working with a leading accountancy and advisory practice seeking a Private Client Tax Assistant Manager to join its growing tax team in Ipswich. This is an excellent opportunity for an experienced Personal Tax Senior or existing Assistant Manager looking to manage their own portfolio, take on greater responsibility and build leadership experience within a supportive and collaborative team environment.
The role is predominantly focused on private client tax compliance, offering the chance to work directly with a varied portfolio of individuals, business owners, landlords and high-net-worth clients while being supported by a wider team of managers, trainees and tax specialists.
The Opportunity
- You'll take responsibility for a portfolio of approximately 70-80 clients, acting as a trusted advisor and primary point of contact for personal tax matters.
- With support from junior team members preparing work, you'll focus on reviewing returns, managing client relationships, addressing technical queries and ensuring deadlines are met.
- The portfolio offers a broad range of private client work including:
- Personal tax compliance
- Directors and shareholders
- Landlords and property investors
- Partnerships
- Trusts
- High-net-worth individuals
- While experience across all areas would be advantageous, the team is flexible and welcomes candidates with strong personal tax experience who are keen to broaden their technical exposure. If you don't have experience in all of those areas, the client base can be tailored for you.
Key Responsibilities
- Manage your own portfolio of private clients
- Review personal tax compliance work prepared by junior team members
- Build long-term relationships with clients and provide a high level of service
- Handle client queries confidently and proactively
- Ensure compliance deadlines are met across your portfolio
- Review complex tax returns and related documentation
- Support and mentor junior members of the team
- Assist with workflow management and allocation of work
- Identify opportunities to improve processes and client service delivery
- Collaborate with wider tax specialists when required on more complex matters
What We're Looking For
- Essential
- Previous experience within an accountancy practice or tax consultancy environment
- Strong personal tax compliance experience
- Experience managing client relationships independently
- Ability to review work accurately and manage competing deadlines
- Desirable
- ATT or CTA qualification
- Previous experience supervising or mentoring junior team members
Applications are welcomed from both established Assistant Managers and ambitious Personal Tax Seniors who are ready to step up into a more senior role.
What's On Offer?
- Hybrid working with the ability to work from home several days per week
- Flexible working hours
- Clear progression opportunities towards Manager and beyond
- Opportunity to develop portfolio ownership and leadership skills
- Modern office environment in a central Ipswich location
- Easy access from public transport with nearby parking available
- Friendly and social team culture with regular events and activities
- Exposure to a diverse and interesting private client portfolio
- Supportive leadership team committed to professional development
Why Apply?
This is an ideal opportunity for someone who enjoys building client relationships, taking ownership of their workload and developing their career within a successful and expanding tax team. You'll benefit from genuine flexibility, a supportive culture, a manageable portfolio and clear progression opportunities, while gaining exposure to a broad range of private client tax matters and increasingly complex advisory work over time.
Apply today to find out more about this Private Client Tax Assistant Manager opportunity in Ipswich.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Assistant Manager in Ipswich 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 Tax Assistant Manager in Ipswich
✨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 Jobiqo, 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 in Ipswich
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 Jobiqo'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 Jobiqo. 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 Jobiqo!
How to prepare for a job interview at Jobiqo
✨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 Jobiqo.
✨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 Jobiqo. It helps to show our commitment!
