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.
- 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.
- Other info: Mentor junior colleagues and enjoy excellent career development opportunities.
The predicted salary is between 48000 - 84000 £ 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 London 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 London
✨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
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. Focus on articulating your experience with tax compliance and advisory services clearly.
✨Tip Number 3
Showcase your expertise! Prepare a portfolio or case studies that highlight your work with HNW clients and tax planning projects. This will give you an edge and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, it’s a great way to ensure your application gets seen by the right people in our team.
We think you need these skills to ace Private Capital Tax Assistant Manager / Manager in London
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 Technical Skills: Don’t forget to mention your qualifications like CTA and ACA/ACCA/ATT in your application. We want to see how your technical expertise can benefit our clients, especially when it comes to complex HNW cases.
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 successfully managed tax advice for high-net-worth clients. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Portfolio Management Skills
Prepare examples of how you've managed a varied portfolio of clients, especially complex ones. Highlight any challenges you faced and how you overcame them. This will demonstrate your ability to handle the responsibilities of the role effectively.
✨Be Ready for Technical Questions
Expect questions about tax planning projects, restructuring, and succession planning. Think of specific instances where you’ve supported partners in these areas. This will help you illustrate your hands-on experience and strategic thinking.
✨Mentorship Matters
Since mentoring junior colleagues is part of the role, be prepared to discuss your approach to training and reviewing work. Share examples of how you've helped others grow in their roles, as this shows leadership potential and a collaborative spirit.