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- Tasks: Manage a diverse private client portfolio and mentor junior team members.
- Company: Join a dynamic tax firm in Godalming with a focus on personal client services.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a vibrant and collaborative workplace.
- Why this job: Make a real impact by advising high net worth clients and tackling complex tax issues.
- Qualifications: ATT/CTA qualified with strong UK personal tax expertise and excellent communication skills.
The predicted salary is between 55500 - 62000 £ per year.
Our Private Client Tax department are looking for an Assistant Manager to join their exciting and growing team. We are looking for someone to actively manage the delivery of our private client offering. This will include dealing with the routine tax compliance and ad-hoc advisory work on your own client portfolio as well as overseeing and reviewing the work prepared by junior members of the team. This is a key role within the office, where you will be client facing and required to deal credibly and professionally with clients and other professional advisors. As such, excellent technical skills are crucial; equally crucial will be your ability to impart tax technical information to non-experts.
Key Responsibilities
- Managing a Private Client portfolio, consisting of a mix of clients with varied sources of income e.g., earned and investment income.
- Responsible for mentoring junior team members including reviewing their work.
- Primary point of contact for clients.
- Dealing with partnerships and high net worth individuals.
- Dealing with a wide range of capital gains tax issues.
- Delivery of technical advisory work on the portfolio.
- Dealing with one off advisory and compliance assignments.
- Assisting at client meetings.
- Proposing and raising client bills and regularly reviewing WIP.
Skills, Knowledge and Expertise
- ATT and/or CTA qualified, with strong technical expertise across UK personal and private client taxation.
- Solid experience in Self-Assessment, tax computations, report writing and ad hoc advisory work.
- Advising on complex matters including incorporations, EIS/VCT/SEIS investments, IHT planning and trusts.
- Good working knowledge of international tax principles, UK residence and domicile, and double tax relief.
- Experience handling HMRC enquiries, including settlements and penalty negotiations.
- Proven ability to advise a broad private client base including HNWIs, non-UK domiciled and non-resident clients, owner-managed businesses and property owners.
- Commercial mindset with experience agreeing fees, spotting opportunities and contributing to business development.
- Strong delivery, people management and communication skills, with the ability to manage multiple matters and support junior team members.
Private Client Tax Assistant Manager - Godalming employer: Moore Kingston Smith LLP
Contact Detail:
Moore Kingston Smith LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager - Godalming
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Assistant Manager role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a quick summary of your experience and skills related to private client tax. Make it engaging and tailored to the role you're after.
✨Tip Number 3
Show off your expertise! When you get the chance to chat with potential employers, be ready to discuss complex tax matters you've handled. This will demonstrate your technical skills and ability to communicate effectively with clients.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows you're keen and makes it easier for us to keep track of your progress. Plus, who doesn't love a direct connection?
We think you need these skills to ace Private Client Tax Assistant Manager - Godalming
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Assistant Manager role. Highlight your relevant experience in tax compliance and advisory work, especially with high net worth individuals. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Godalming. Share specific examples of your experience managing client portfolios and mentoring junior staff, as this is key for us.
Show Off Your Technical Skills: We’re after someone with strong technical expertise in UK personal and private client taxation. Make sure to mention your qualifications like ATT or CTA, and any experience you have with complex tax matters. This will help us see your capabilities right away!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our exciting and growing team!
How to prepare for a job interview at Moore Kingston Smith LLP
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge of UK personal and private client taxation. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, like capital gains tax or IHT planning.
✨Showcase Your People Skills
Since this role involves mentoring junior team members and being the primary contact for clients, highlight your experience in managing relationships. Prepare examples of how you've effectively communicated complex tax information to non-experts.
✨Demonstrate Your Commercial Mindset
Be prepared to talk about how you've contributed to business development in previous roles. Think of instances where you've spotted opportunities or successfully agreed on fees with clients, as this will show your understanding of the commercial side of tax.
✨Practice Makes Perfect
Conduct mock interviews with a friend or mentor to practice articulating your thoughts clearly. Focus on your delivery and ensure you can manage multiple topics, just like you would in a real client meeting.