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For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Top 15 Accounting Practice in Central London with a focus on private clients.
- Benefits: Work from home up to three days a week, generous leave, and profit-sharing.
- Other info: Mentor junior colleagues and enjoy excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA and ACA/ACCA/ATT qualified with experience in personal and corporate tax compliance.
The predicted salary is between 55000 - 65000 £ per year.
A Top 15 Accounting Practice located in Central London is recruiting for a Private Capital Tax Assistant Manager / Manager to join their UK Private Client Team in London. The UK Private Client team provides a wide range of strategic advisory and tax compliance services to private clients, family investment companies, trusts and general partnerships. In this position you will predominantly support partners and directors to provide tax and other financial advisory services to clients.
Responsibilities:
- Manage a varied portfolio of UK clients, mostly large or complex HNW
- Oversee the delivery of all aspects of tax advice and compliance for those clients, and all associated entities, such as companies, trusts and partnerships
- Support partners with tax planning projects, restructuring, and succession planning for HNW families and landed estates
- Manage communication with HMRC regarding queries, disclosures, and compliance issues
- Mentor junior colleagues, reviewing work and supporting on technical training
You:
- CTA and ACA/ACCA/ATT
- Wide knowledge of personal tax and corporate compliance
- Experience in managing a portfolio with a range of clients
- Able to utilise a wide range of financial and tax advisory experience
Benefits include: work from home for up to three days per week, core hours of 10-4, 25 days annual leave + Bank holidays, discretionary bonus scheme and Profit-Sharing Plan.
Private Capital Tax Assistant Manager / Manager in High Wycombe employer: Morgan McKinley
Contact Detail:
Morgan McKinley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Capital Tax Assistant Manager / Manager in High Wycombe
✨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 Capital Tax role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, make sure to highlight your experience with HNW clients and tax compliance. We want to see how you can bring value to their team!
✨Tip Number 3
Prepare for those tricky interview questions! Brush up on your knowledge of personal tax and corporate compliance. We know it can be daunting, but being well-prepared will help you shine during the interview process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Capital Tax Assistant Manager / Manager in High Wycombe
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Capital Tax Assistant Manager / Manager role. Highlight your knowledge of personal tax and corporate compliance, as well as any relevant experience managing a portfolio of clients.
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 UK Private Client Team. Mention specific projects or experiences that demonstrate your ability to support partners with tax planning and compliance.
Showcase Your Soft Skills: Don’t forget to highlight your mentoring abilities and communication skills. We value team players who can manage relationships with clients and HMRC effectively, so make sure to include examples of how you've done this in the past.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Morgan McKinley
✨Know Your Tax Stuff
Make sure you brush up on your personal tax and corporate compliance knowledge. Be ready to discuss specific cases or scenarios where you've applied your expertise, especially with high-net-worth clients. This will show that you’re not just familiar with the theory but can also apply it in real-world situations.
✨Showcase Your Portfolio Management Skills
Prepare examples of how you've successfully managed a varied portfolio of clients. Highlight any complex cases you've handled, particularly those involving trusts or partnerships. This will demonstrate your ability to oversee diverse client needs and deliver tailored tax advice.
✨Be Ready for Technical Questions
Expect some technical questions related to tax planning, restructuring, and compliance issues. Practise articulating your thought process clearly and confidently. It’s also a good idea to stay updated on recent changes in tax legislation that could impact your clients.
✨Mentorship Matters
Since mentoring junior colleagues is part of the role, think about your past experiences in training or guiding others. Be prepared to discuss how you approach mentorship and what strategies you use to support their development. This shows you’re not just a tax expert but also a team player.