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- Tasks: Manage a diverse portfolio of personal tax clients and assist with advisory work.
- Company: Join a leading firm with a focus on client care and professional development.
- Benefits: Competitive salary, training in AI tools, and opportunities for career advancement.
- Other info: Dynamic team culture with a focus on innovation and client satisfaction.
- Why this job: Make a real impact in tax advisory while developing your skills in a supportive environment.
- Qualifications: CTA qualified with at least 4 years of private client experience.
The predicted salary is between 45000 - 55000 £ per year.
Role purpose: Mixture of compliance and advisory. Running a portfolio which is a mix of complex returns as a case-handler and more straight-forward cases as the acting manager. The role will also involve assisting on the delivery of advisory work including research on potentially new technical areas. Experience and up-to-date knowledge is therefore essential.
Key responsibilities:
- Responsibility for a mixed portfolio of personal tax clients, largely UK domestic but with likely some international elements (e.g. new arrivals, leavers, non-UK trusts).
- Assisting managers/directors/partners on the delivery of advisory work, which will include the preparation of reports on matters such as IHT planning, pension planning pre April 2027 changes, coming to and leaving the UK.
- Preparation and attendance at both existing and potential new client meetings, ensuring the work is carried out in a timely manner and within budget.
- Preparing meeting notes and assisting with follow up.
- Responsible for collating all the information needed to prepare the tax return involving liaising with other third-party professionals and on some occasions the clients themselves.
- Must be technically competent in dealing with all aspects of income tax (including National Insurance) and capital gains tax.
- Able to research new technical areas.
- Will be responsible for the preparation of the tax returns for approval by the client and for then electronically filing them.
- Main day-to-day contact on a number of their client portfolio.
- Promptly dealing with routine correspondence received in connection with those clients.
- Ad-hoc assignments in connection with the clients’ affairs – incorporating inheritance tax, income tax and capital gains tax.
- Assisting with s9A enquiries and preparing disclosures under the digital disclosure facility.
- Must be able to prioritise and organise own work to ensure consistently high standard of client care and to meet HMRC deadlines – working without supervision and to show initiative in dealing with clients' affairs.
- Responsible for monitoring own time budgets and chargeability.
- Reviews billing at least quarterly, prepares fee notes for approval by partner and organises delivery to the client.
- Contributes to the development of others within the team which is evidenced by feedback.
Equipment used: Use of computer CCH packages and SharePoint.
Qualifications/education required: Minimum requirement to be CTA qualified.
Particular aptitudes / skills required: Must have a minimum of 4 years private client experience. Good organisational skills and will be required to organise their own work to ensure that all deadlines are met. Good computer skills including a sound knowledge of Word & Excel are required. (Full training will be provided re use of AI within the firm).
Private Client Tax Assistant Manager employer: Mercer & Hole
Contact Detail:
Mercer & Hole Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on the latest tax regulations and trends. Be ready to discuss how your experience aligns with the role, especially around compliance and advisory work.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on articulating your experience with personal tax clients and your ability to manage a mixed portfolio.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Make sure to tailor your application to highlight your technical skills and client management experience, and don’t forget to follow up after applying!
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your compliance and advisory experience, especially with personal tax clients, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background in tax can benefit our team. Don’t forget to mention your experience with complex returns and client management.
Showcase Your Technical Skills: We want to see your technical competence! Be sure to include any relevant qualifications, like your CTA, and detail your experience with income tax, capital gains tax, and any advisory work you've done. This will help us understand your expertise.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Mercer & Hole
✨Know Your Tax Stuff
Make sure you're up-to-date with the latest tax regulations and practices, especially around income tax and capital gains tax. Brush up on inheritance tax and pension planning changes too, as these are likely to come up in your interview.
✨Showcase Your Portfolio Management Skills
Be ready to discuss your experience managing a mixed portfolio of clients. Prepare examples of how you've handled complex cases and what strategies you used to ensure timely and accurate submissions.
✨Demonstrate Your Research Abilities
Since the role involves researching new technical areas, think of instances where you've successfully navigated unfamiliar tax issues. Highlight your approach to gathering information and how you keep your knowledge current.
✨Prepare for Client Interactions
Expect questions about client meetings and how you manage client relationships. Be prepared to talk about how you take notes, follow up, and ensure high standards of client care while meeting deadlines.