Personal Tax Assistant Manager in Yeovil

Personal Tax Assistant Manager in Yeovil

Yeovil Full-Time 48600 - 59400 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage personal tax compliance and engage in exciting tax planning projects.
  • Company: Leading chartered accountancy practice based in Yeovil with a strong personal tax team.
  • Benefits: Hybrid working, flexible hours, competitive salary, and excellent career progression.
  • Other info: Great opportunities for professional development and career advancement.
  • Why this job: Join a dynamic team and make a real impact on high-net-worth clients' tax strategies.
  • Qualifications: ATT, CTA, STEP, or ACA qualified with experience in personal tax.

The predicted salary is between 48600 - 59400 £ per year.

A superb opportunity has arisen with a leading Yeovil based chartered accountancy practice, in a role offering excellent career progression and development potential, with increasing responsibility on offer with potential for involvement in wide ranging tax planning and advisory work working closely with clients and the firm's senior management and leadership team.

Based in Yeovil, this accountancy practice acts for a very wide range of clients with a highly regarded and successful personal tax team and department. Excellent career progression prospects are on offer here within a well established firm of chartered accountants. The firm offers hybrid working, flexible hours, parking and competitive benefits.

Joining as Personal Tax Assistant Manager within this Yeovil based firm of accountants, the role offers career progression and development potential. You will join a highly regarded and successful private client team, being responsible for compliance for a portfolio of HNWIs and wide ranging individuals and private clients, along with involvement with associated tax planning and project work arising from this client base.

You will look to develop working relationships with your clients and colleagues across the firm, with increasing client contact and responsibility on offer as you develop within the firm and role. So whilst you will focus on delivering a quality tax compliance service over time, you will also work on a wide range of tax planning projects relevant to HNWIs, with potential for involvement in capital gains tax planning, IHT, estate planning and other wide ranging personal tax planning project work.

With positive developments in the tax team and wider practice, excellent prospects for career progression are on offer for career focused tax professionals.

For this role, you may be any of ATT, CTA, STEP qualified, or ACA qualified etc., with a career background in personal tax or with significant experience within the personal tax sector and be looking to specialise further within this field. Your experience will have been developed within an accounting, or tax firm environment of any size, from small/medium or large independent accountancy practice/tax boutique through to larger Top 50, or Top Tier firm background.

You will be searching for a career move where you can progress your tax career and carve a key role within a leading, chartered accountancy firm, developing technically with opportunity to develop your tax advisory skills alongside building on your existing tax compliance background.

£35,000 - £45,000 plus benefits, dependent on level, experience and background, negotiable.

Personal Tax Assistant Manager in Yeovil employer: Michael Page

ASDA is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of Leeds. With a strong commitment to employee growth, ASDA provides numerous opportunities for professional development and advancement, alongside competitive salaries and comprehensive benefits. The hybrid working model allows for flexibility, making it an attractive workplace for those seeking meaningful and rewarding careers in one of the UK's leading retail brands.

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Contact Details:

Michael Page Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Tax Assistant Manager in Yeovil

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Michael Page. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Personal Tax Assistant Manager in Yeovil

Personal Tax Compliance
Tax Planning
Client Relationship Management
Capital Gains Tax Planning
Inheritance Tax (IHT) Planning
Estate Planning
Project Management

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Michael Page.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Michael Page's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Michael Page

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Michael Page.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Michael Page will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Michael Page employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.