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- Tasks: Manage a diverse Private Client portfolio and mentor junior team members.
- Company: Join a dynamic Private Client Tax department in Godalming.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Exciting opportunities for career growth and client interaction.
- Why this job: Make a real impact by advising high net worth clients on complex tax matters.
- 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.
Location: Godalming, Surrey
Compensation: £55,500 - £62,000 / year
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
Contact Detail:
Moore Kingston Smith Recruiting Team
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, and don’t be shy about reaching out to current employees at companies you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. We recommend practising common interview questions and even role-playing with a friend. The more prepared you are, the more confident you’ll feel!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨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 Private Client Tax Assistant Manager - Godalming in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in UK personal and private client taxation, and don’t forget to mention any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Assistant Manager role. Mention your experience with high net worth individuals and your ability to handle complex tax matters.
Showcase Your People Skills: Since this role involves mentoring junior team members and being the primary point of contact for clients, make sure to highlight your communication and people management skills in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Moore Kingston Smith
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal and private client taxation. Be ready to discuss specific cases or scenarios you've handled, especially around capital gains tax and HMRC enquiries. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Mentoring Skills
Since mentoring junior team members is part of the role, think of examples where you've successfully guided others. Prepare to discuss how you review their work and help them grow. This will demonstrate your leadership abilities and commitment to team development.
✨Client Interaction is Key
As the primary point of contact for clients, you’ll need to convey your communication skills. Prepare to share experiences where you’ve effectively managed client relationships, dealt with high net worth individuals, or navigated complex advisory situations. This will highlight your ability to build trust and rapport.
✨Be Business Savvy
The role requires a commercial mindset, so think about how you can contribute to business development. Have examples ready of how you've spotted opportunities in past roles or negotiated fees. This will show that you understand the bigger picture and are keen to drive growth.