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- Tasks: Manage private client tax cases and provide tailored advisory services.
- Company: Join a respected Cheltenham accountancy firm known for tax expertise and client service.
- Benefits: Enjoy flexible hours, hybrid working, and career progression opportunities.
- Why this job: Be part of a supportive team that values professional growth and client relationships.
- Qualifications: Professional qualification in tax/accountancy and experience in private client tax advisory required.
- Other info: Competitive salary and ongoing training available.
The predicted salary is between 33600 - 59400 £ per year.
This Private Client Assistant Manager role for a Cheltenham-based accountancy practice focuses on delivering tailored tax advice and compliance services to a diverse portfolio of clients. The position is ideal for individuals with a strong background in tax compliance, looking to further develop their advisory experience in a supportive and professional environment.
This opportunity is with a highly regarded accountancy firm. They are a medium-sized organisation known for their expertise in tax, audit, and advisory services. The company prides itself on offering exceptional client service and fostering career progression within a collaborative team.
Description- Manage a portfolio of private client tax cases, ensuring timely and accurate compliance services.
- Provide tailored tax advisory services to high-net-worth individuals, trusts, and partnerships.
- Assist with tax planning opportunities, including inheritance tax, capital gains tax, and income tax.
- Develop and maintain strong relationships with clients, acting as a key point of contact for tax matters.
- Support the preparation of complex tax returns and review work completed by junior team members.
- Collaborate with colleagues across departments to provide comprehensive solutions to client needs.
- Keep up-to-date with changes in tax legislation and communicate relevant updates to clients and the team.
- Assist in business development initiatives, identifying opportunities to grow the firm's tax services.
- A professional qualification in tax or accountancy (e.g., CTA, ACA, or ACCA).
- Proven experience in private client tax advisory and compliance within the professional services industry - UK-based.
- Strong technical knowledge of personal taxation, including inheritance tax and capital gains tax.
- Excellent communication skills to build and maintain client relationships.
- An ability to manage multiple projects and meet deadlines effectively.
- A proactive approach to identifying tax planning opportunities for clients.
- A competitive salary in the range of £42,000 to £49,500 per annum, depending on experience.
- Flexible hours & hybrid working.
- Opportunities for career progression in a regionally renowned tax department.
- Access to ongoing professional development and training.
- A supportive and collaborative working environment in Cheltenham.
- Benefits package to be confirmed, tailored to the needs of the successful candidate.
If you are ready to take the next step in your career as a Private Client Assistant Manager within the British accountancy practice space, we encourage you to apply today.
Private Client Assistant Manager employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Assistant Manager
✨Tip Number 1
Network with professionals in the accountancy and tax advisory sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest tax legislation and trends. Being knowledgeable about recent changes will not only enhance your discussions during interviews but also demonstrate your commitment to the field and your proactive approach to client service.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and provided tailored tax advice in your previous roles. Highlighting your experience with high-net-worth individuals and complex tax cases will set you apart from other candidates.
✨Tip Number 4
Familiarise yourself with our firm’s values and culture. Understanding what we prioritise in client service and teamwork will help you align your responses during interviews, showcasing that you are a great fit for our collaborative environment.
We think you need these skills to ace Private Client Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax compliance and advisory services. Emphasise any professional qualifications like CTA, ACA, or ACCA, and showcase your technical knowledge of personal taxation.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Private Client Assistant Manager role. Mention your experience with high-net-worth individuals and your ability to manage multiple projects effectively.
Showcase Communication Skills: In your application, provide examples of how you've built and maintained client relationships in previous roles. Strong communication skills are essential for this position, so highlight any relevant experiences.
Demonstrate Proactivity: Illustrate your proactive approach to identifying tax planning opportunities. Include specific instances where you have successfully advised clients on tax matters, such as inheritance tax or capital gains tax.
How to prepare for a job interview at Michael Page
✨Showcase Your Tax Knowledge
Make sure to brush up on your understanding of personal taxation, especially inheritance tax and capital gains tax. Be prepared to discuss recent changes in tax legislation and how they might impact clients.
✨Demonstrate Client Relationship Skills
Since this role involves managing a portfolio of private clients, highlight your experience in building and maintaining strong client relationships. Share examples of how you've successfully communicated complex tax matters to clients in the past.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to identify tax planning opportunities. Think of specific scenarios where you provided tailored advice or resolved compliance issues for clients.
✨Emphasise Team Collaboration
This position requires working closely with colleagues across departments. Be ready to discuss your experience in collaborative environments and how you’ve contributed to comprehensive solutions for clients.
