At a Glance
- 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 work environment.
- Other info: Opportunity for career growth in a collaborative and client-focused team.
- 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.
Tax Manager in 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 Tax Manager in Godalming
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to private client tax. We recommend role-playing with a friend or using mock interview platforms. The more comfortable you are, the better you'll shine when it counts!
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, bring along examples of your work or case studies that highlight your skills in tax compliance and advisory. This will set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Tax Manager in Godalming
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your experience with private clients, tax compliance, and advisory work. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills: Since this role requires strong technical expertise, don’t shy away from showcasing your qualifications like ATT or CTA. Let us know about your experience with capital gains tax issues and HMRC enquiries!
Be Client-Focused: Remember, this is a client-facing role! Share examples of how you've successfully managed client relationships and communicated complex tax information to non-experts. We love seeing that client-centric approach!
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!
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 complex topics like capital gains tax, IHT planning, and HMRC enquiries. The more confident you are in your expertise, the better you'll impress the interviewers.
✨Showcase Your People Skills
Since this role involves mentoring junior team members and being the primary point of contact for clients, highlight your communication and people management skills. Prepare examples of how you've successfully managed client relationships or guided team members in the past.
✨Prepare for Real-Life Scenarios
Think about specific cases you've handled that demonstrate your problem-solving abilities. Be ready to discuss how you approached complex tax issues or dealt with challenging clients. This will show your practical experience and readiness for the role.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, client portfolio, or future projects. This shows your genuine interest in the role and helps you gauge if the company is the right fit for you.