At a Glance
- Tasks: Manage a diverse private client portfolio and mentor junior team members.
- Company: Join a dynamic tax team in Godalming with a focus on personal client services.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Great opportunity for career growth in a collaborative and client-focused setting.
- Why this job: Make a real impact by advising high net worth clients and tackling complex tax issues.
- Qualifications: ATT and/or CTA qualified with strong UK personal tax expertise.
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 in Surrey employer: Moore Kingston Smith LLP
Join our dynamic Private Client Tax team in Godalming, where we prioritise employee growth and a collaborative work culture. As a Private Client Tax Assistant Manager, you will not only manage a diverse client portfolio but also mentor junior team members, fostering a supportive environment that encourages professional development. With competitive compensation and the opportunity to engage with high net worth individuals, this role offers a rewarding career path in a thriving location.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager - Godalming in Surrey
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to current employees at companies you're interested in. 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 perform when it counts!
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, be ready to discuss your experience with complex tax matters and how you've helped clients in the past. This will set you apart from the competition.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're genuinely interested in joining our team. Let's get you that job!
We think you need these skills to ace Private Client Tax Assistant Manager - Godalming in Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Assistant Manager role. Highlight your experience with tax compliance and advisory work, especially with high net worth individuals. We want to see how your skills match what we're looking for!
Showcase Your Technical Skills:Since technical expertise is crucial for this role, don’t shy away from showcasing your qualifications like ATT or CTA. Include specific examples of your experience with capital gains tax issues and HMRC enquiries to really stand out.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax and how you can contribute to our team. We love seeing personality, so let your enthusiasm come through!
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’re considered for the role. Plus, it’s super easy – just follow the prompts!
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. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your People Skills
Since this role involves being client-facing, practice how you communicate complex tax information in a way that's easy for non-experts to understand. Think of examples where you've successfully explained tricky concepts to clients or mentored junior team members. This will highlight your ability to connect with people and build trust.
✨Prepare for Real-Life Scenarios
Anticipate questions about how you would handle specific client situations, such as HMRC enquiries or advising high net worth individuals. Prepare some case studies from your past experience that demonstrate your problem-solving skills and commercial mindset. This will help you stand out as someone who can think on their feet.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the role and the company. Inquire about the team dynamics, the types of clients you'll be working with, or how they support professional development. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
