At a Glance
- Tasks: Manage a portfolio of 300+ private clients and handle complex tax affairs.
- Company: Boutique accounting firm in the vibrant West End.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Other info: Mentorship opportunities in a training-focused environment.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: Familiarity with CCH software and understanding of UK personal taxes.
The predicted salary is between 55000 - 75000 £ per year.
Cer Financial are working alongside a boutique accounting firm, based in West End. They are seeking a Private Client Tax Assistant Manager / Manager to work with them on a permanent basis.
Responsibilities
- Help manage a portfolio of 300+ private clients and report to Directors and Partners.
- Handle complex tax affairs for high-net-worth individuals, including non-UK domiciled / non-long-term resident clients.
- Oversee private client tax compliance processes and arising advisory with the support of the team.
- Collaborate closely with colleagues across business tax, audit, and accountancy teams.
- Provide both compliance and advisory services, ensuring a high standard of client service.
- Act as a key contact for client queries and relationships.
- Review self-assessment tax returns for individuals, partnerships, and trusts.
- Regularly liaise with HMRC and other third parties to manage clients’ tax affairs effectively.
- Require strong attention to detail, accuracy, communication skills, time management, and a proactive approach.
- Mentor, train, and support junior team members and trainees within a training-focused environment.
Qualifications
- Familiarity with CCH software.
- ATT / CTA or working towards either. Support for the completion of qualifications is provided.
- Understanding of UK personal taxes.
- Experience advising non-long-term residents, knowledge of trusts, inheritance tax, and probate is an advantage.
Private Client Tax Assistant Manager / Manager - CER Financial employer: Jobs via eFinancialCareers
CER Financial is an exceptional employer, offering a dynamic work environment in the heart of the West End, where you can thrive as a Private Client Tax Assistant Manager or Manager. With a strong focus on employee development, we provide comprehensive support for professional qualifications and foster a collaborative culture that values mentorship and teamwork. Enjoy the benefits of a hybrid working model, competitive salary, and the opportunity to manage a diverse portfolio of high-net-worth clients while making a meaningful impact in their financial affairs.
Contact Details:
Jobs via eFinancialCareers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager / Manager - CER Financial
✨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 Jobs via eFinancialCareers, 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 - CER Financial
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 Jobs via eFinancialCareers'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 Jobs via eFinancialCareers. 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 Jobs via eFinancialCareers!
How to prepare for a job interview at Jobs via eFinancialCareers
✨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 Jobs via eFinancialCareers.
✨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 Jobs via eFinancialCareers. It helps to show our commitment!
