At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide tax advice.
- Company: Fast-growing accountancy practice in Central London with a supportive culture.
- Benefits: Competitive salary, bonus, hybrid working, and fast career progression.
- Other info: Collaborative environment with direct access to senior leadership.
- Why this job: Gain exposure to high-quality clients and advisory projects while advancing your career.
- Qualifications: CTA, ACA, or ACCA qualified with experience in UK Private Client Tax.
The predicted salary is between 51750 - 63250 £ per year.
We are recruiting a Personal Tax Assistant Manager on behalf of a fast-growing and highly regarded accountancy practice in Central London. This is an excellent opportunity for an experienced Personal Tax Senior or Private Client Tax Assistant Manager looking to take the next step in their career, with exposure to a high-quality portfolio of high-net-worth individuals, entrepreneurs, and private clients.
The Role
As a Personal Tax Assistant Manager, you will manage a portfolio of private clients while working closely with Managers and Partners on compliance and advisory assignments. Key responsibilities include:
- Managing a portfolio of private clients and high-net-worth individuals
- Preparing and reviewing personal tax returns
- Advising clients on UK personal tax matters, including IHT and year-end tax planning
- Supporting complex private client tax advisory projects
- Building strong and lasting client relationships
- Reviewing work prepared by junior team members and providing guidance
- Supporting Managers and Partners with technical tax projects
- Managing deadlines, WIP, billing, and workflow across your portfolio
- Identifying opportunities to develop client relationships and services
About You
You'll have:
- CTA, ACA, or ACCA qualification
- Experience working within UK Private Client Tax
- Strong knowledge of personal tax compliance
- Experience managing or assisting with a portfolio of private clients
- Excellent communication and relationship-building skills
- Strong organisational skills and attention to detail
- A proactive and commercially aware approach
- A collaborative attitude and genuine interest in developing your career
- Experience using IRIS Personal Tax would be advantageous.
What's on Offer
- Competitive salary and benefits
- Bonus, commission, and pension
- Hybrid and flexible working
- High-quality HNW and private client portfolio
- Exposure to advisory and tax planning work
- Fast career progression within a growing firm
- Direct access to Partners and senior leadership
- Modern Central London offices
- Supportive, collaborative, and people-focused culture
Location
Central London. Easily commutable from Marylebone, Westminster, Mayfair, Paddington, Camden, Islington, Kensington, Chelsea, Hampstead, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood.
Personal Tax Assistant Manager – London employer: Oscar Wood
Join a highly respected and growing accountancy practice in London, where you will thrive in a dynamic work culture that values professional development and mentorship. As a Tax Trusts Manager, you'll enjoy competitive salary packages, hybrid working options, and the opportunity to manage prestigious private client portfolios while receiving ongoing support for your career growth. With excellent transport links and a focus on advisory work, this role offers a meaningful and rewarding employment experience in the heart of London.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager – London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Assistant Manager – London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood. It helps to show our commitment!
