At a Glance
- Tasks: Manage a diverse portfolio of private clients and oversee compliance and advisory work.
- Company: A growing accountancy firm in Godalming with a supportive culture.
- Benefits: Hybrid working, competitive salary, and strong focus on professional development.
- Other info: Collaborative team environment with opportunities for mentoring and career progression.
- Why this job: Gain exposure to complex tax matters while building client relationships and leadership skills.
- Qualifications: Experience in UK accountancy or private client tax, with ATT/CTA qualification preferred.
The predicted salary is between 40000 - 50000 £ per year.
We are recruiting a Private Client Tax Assistant Manager for a highly regarded and growing accountancy and advisory firm based in Godalming, Surrey. This is an excellent opportunity for an experienced private client tax professional to take the next step in their career within a supportive and client-focused environment, managing a varied portfolio while developing both technical and leadership skills.
The role offers a strong blend of compliance, advisory, and client relationship management work, making it ideal for someone looking to broaden their exposure across complex private client tax matters.
The Role
As a Private Client Tax Assistant Manager, you will support the delivery of the firm’s private client offering, managing a varied portfolio of clients while overseeing compliance and advisory work prepared by junior team members. The portfolio will include a broad range of clients such as high net worth individuals, owner-managed businesses, partnerships, property owners, and non-UK domiciled and non-resident clients.
You will be responsible for managing routine tax compliance matters alongside supporting advisory projects covering areas such as capital gains tax, inheritance tax planning, trusts, incorporations, EIS/VCT/SEIS investments, and international tax matters. The role will involve acting as a key point of contact for clients, building strong professional relationships while providing practical and commercially focused tax advice.
Alongside client responsibilities, you will review the work of junior team members, providing coaching, support, and technical guidance to assist in their development. You will also assist with client meetings, ad-hoc advisory assignments, HMRC enquiries, billing, WIP management, and identifying opportunities to provide additional value-added services to clients.
This is an excellent opportunity for an ambitious private client tax professional looking to develop their advisory exposure and progress within a growing and collaborative firm.
About You
You will have previous experience gained within a UK accountancy practice or private client tax environment, with strong technical knowledge across UK personal and private client taxation. ATT and/or CTA qualification, or progression towards qualification, is essential. You will have experience across Self-Assessment, tax computations, report writing, and advisory work, alongside exposure to private client matters including capital gains tax, trusts, inheritance tax planning, and international tax principles. Experience dealing with HMRC enquiries and client correspondence would be advantageous.
You will possess excellent communication and interpersonal skills, with the ability to explain technical matters clearly to clients and colleagues alike. Strong organisational skills, attention to detail, and the ability to manage multiple assignments effectively are essential.
What’s on Offer
- Hybrid and flexible working
- Exposure to complex and varied private client tax work
- Strong focus on professional development and progression
- Supportive and collaborative team culture
- Client-facing advisory exposure
- Leadership and mentoring opportunities
- Competitive salary and benefits package
Location
Godalming, Surrey. Easily commutable from Guildford, Farnham, Woking, Haslemere, Cranleigh and surrounding areas.
Private Client Tax Assistant Manager – Godalming, Surrey employer: Oscar Wood
Join a highly regarded and growing accountancy and advisory firm in Godalming, Surrey, where you will thrive in a supportive and client-focused environment. With a strong emphasis on professional development, hybrid working options, and exposure to complex private client tax matters, this role offers the perfect blend of compliance and advisory work, allowing you to build meaningful client relationships while advancing your career. Enjoy a collaborative team culture that prioritises mentorship and leadership opportunities, making it an excellent choice for ambitious professionals seeking rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager – Godalming, Surrey
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them your passion for private client tax and how you can add value to their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation for the opportunity and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
Make sure to apply through our website for the best chance of getting noticed! We’ve streamlined the application process to ensure your skills and experience shine through. Plus, it shows you’re genuinely interested in joining our fantastic team!
We think you need these skills to ace Private Client Tax Assistant Manager – Godalming, Surrey
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Assistant Manager role. Highlight your experience in private client tax, compliance, and advisory work to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your background makes you an ideal candidate for our supportive and client-focused environment.
Showcase Your Technical Skills:We want to see your technical knowledge in action! Mention specific areas like capital gains tax, inheritance tax planning, and any relevant qualifications like ATT or CTA to demonstrate your expertise.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Godalming.
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Stuff
Brush up on your knowledge of UK personal and private client taxation. Be ready to discuss specific areas like capital gains tax, inheritance tax planning, and trusts. Showing that you can talk confidently about these topics will impress the interviewers.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about times when you provided practical tax advice or managed client expectations effectively. This role is all about client interaction, so demonstrating your interpersonal skills is key.
✨Demonstrate Leadership Potential
Since this position involves overseeing junior team members, be prepared to discuss your experience in coaching or mentoring others. Share specific instances where you’ve guided a colleague or led a project, highlighting your ability to support team development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax work and their expectations for the role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your career goals.
