Private Client Tax Assistant Manager in Birmingham
Private Client Tax Assistant Manager

Private Client Tax Assistant Manager in Birmingham

Birmingham Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage tax compliance for high-net-worth clients and coach junior team members.
  • Company: Growing accountancy practices in the Midlands with a focus on private clients.
  • Benefits: Competitive salary, career progression, and supportive team environment.
  • Why this job: Join a dynamic team and make a real impact on clients' financial success.
  • Qualifications: CTA and/or ACA/ACCA qualified with experience in tax compliance.
  • Other info: Exciting opportunities for career growth in a thriving sector.

The predicted salary is between 36000 - 60000 £ per year.

Levitate Recruitment are currently recruiting on behalf of 3 accountancy practices across the Midlands that are looking to add to their growing Private Client teams. As a result of an upturn in new work, these firms currently require Private Client Tax professionals at Senior and Assistant Manager levels.

Role Overview:

  • The role will cover a range of tax compliance issues, including:
  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Clients will include but are not limited to:
    • High-net-worth individuals
    • Business Directors
    • Trusts
    • Land Estates
  • Supervise and coach less experienced members of the team.
  • Prepare tax returns to manage all associated compliance issues.
  • Work closely with the management team on advisory projects.
  • Take an active role in maintaining client relationships.
  • Due to the growth, these practices have achieved over the last couple of years, there is room for these opportunities to progress into a more senior position in line with future projected growth.
  • Client Requirements:

    • Ideally, you will be CTA and/or ACA/ACCA qualified.
    • As our client is unable to provide sponsorship you must have the right to work in the UK without the need for sponsorship.

    Private Client Tax Assistant Manager in Birmingham employer: Levitate Recruitment

    Joining one of our esteemed accountancy practices in the Midlands means becoming part of a dynamic and supportive work culture that prioritises professional development and employee well-being. With a focus on high-net-worth clients, you will have the opportunity to engage in meaningful tax advisory projects while mentoring junior team members, all within a thriving environment that encourages career progression. Our firms are committed to fostering a collaborative atmosphere where your contributions are valued, making it an excellent place for those seeking a rewarding career in private client tax.
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    Contact Detail:

    Levitate Recruitment Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Private Client Tax Assistant Manager in Birmingham

    ✨Tip Number 1

    Network like a pro! Reach out to your connections in the accountancy world, especially those who work in private client tax. A friendly chat can lead to insider info about job openings that aren't even advertised yet.

    ✨Tip Number 2

    Prepare for interviews by brushing up on your tax knowledge. Make sure you can confidently discuss Income Tax, Capital Gains Tax, and Inheritance Tax. We want you to shine when they ask about your experience with high-net-worth clients!

    ✨Tip Number 3

    Show off your coaching skills! If you’ve supervised or mentored others, be ready to share those experiences. Firms love candidates who can help develop their teams, so let’s highlight that in your discussions.

    ✨Tip Number 4

    Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way in landing that Private Client Tax Assistant Manager role.

    We think you need these skills to ace Private Client Tax Assistant Manager in Birmingham

    Income Tax Compliance
    Capital Gains Tax Compliance
    Inheritance Tax Compliance
    Client Relationship Management
    Team Supervision
    Coaching Skills
    Tax Return Preparation
    Advisory Project Involvement
    CTA Qualification
    ACA Qualification
    ACCA Qualification
    Attention to Detail
    Communication Skills
    Problem-Solving Skills

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Assistant Manager role. Highlight your experience with Income Tax, Capital Gains Tax, and Inheritance Tax, as well as any relevant qualifications like CTA or ACA/ACCA.

    Showcase Your Skills: Don’t just list your responsibilities; showcase your skills! Talk about how you've supervised and coached team members, managed client relationships, and worked on advisory projects. We want to see what makes you stand out!

    Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax compliance and how your background aligns with the needs of high-net-worth individuals and trusts. Keep it engaging and personal.

    Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Don’t miss out on this opportunity!

    How to prepare for a job interview at Levitate Recruitment

    ✨Know Your Tax Basics

    Brush up on your knowledge of Income Tax, Capital Gains Tax, and Inheritance Tax. Be ready to discuss how these taxes apply to high-net-worth individuals and trusts, as this will show your understanding of the role and impress the interviewers.

    ✨Showcase Your Coaching Skills

    Since the role involves supervising and coaching less experienced team members, prepare examples of how you've successfully mentored others in the past. This will demonstrate your leadership potential and ability to contribute to team growth.

    ✨Prepare for Advisory Discussions

    Familiarise yourself with common advisory projects that the firm might undertake. Think about how you can add value to these projects and be ready to share your insights during the interview.

    ✨Build Rapport with Clients

    Client relationships are key in this role. Prepare to discuss your approach to maintaining and developing client relationships, especially with business directors and high-net-worth individuals. Show that you understand the importance of trust and communication in these interactions.

    Private Client Tax Assistant Manager in Birmingham
    Levitate Recruitment
    Location: Birmingham
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    • Private Client Tax Assistant Manager in Birmingham

      Birmingham
      Full-Time
      36000 - 60000 £ / year (est.)
    • L

      Levitate Recruitment

      50-100
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