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- Tasks: Manage a diverse portfolio of high-net-worth clients and provide bespoke tax advice.
- Company: Join a leading professional services firm with a strong UK presence and respected Family Office team.
- Benefits: Enjoy a competitive salary, career progression, and the chance to work with sophisticated clients.
- Other info: Open to various tax backgrounds; ideal for motivated professionals ready to advance their careers.
- Why this job: Be part of a dynamic team, tackle complex issues, and make a real impact on clients' lives.
- Qualifications: Qualified in ATT, CTA, ACA, or ACCA, with experience in personal tax and client management.
The predicted salary is between 52000 - 78000 £ per year.
Tax Assistant Manager – Family Office & Private Client
Salary: Up to £65,000
Location: UK Wide
Role Type: Full Time
About the Company
Our client is a leading professional services firm with a strong presence across the UK. Their Family Office & Private Client team is one of the largest and most respected in the country, supporting high-net-worth individuals, business owners, entrepreneurs, and family offices on a wide range of personal and international tax matters.
You\’ll be joining a national practice made up of 150 specialists, working across the full spectrum of personal tax, trusts, estates, and partnership matters – often involving complex, high-value clients.
The Role
This is a hands-on, client-facing role focused on providing high-quality tax advice and support to a wide range of private clients. You\’ll be working closely with stakeholders including business owners, senior executives, landed estates, and private equity professionals.
The role is primarily advisory, but you\’ll also be expected to manage a varied portfolio and contribute to the day-to-day running of your client base.
What You\’ll Be Doing
- Managing a diverse portfolio of high-net-worth clients, often with complex UK and international tax needs
- Advising on income tax, inheritance tax, capital gains tax, and international matters
- Spotting opportunities to add value and provide bespoke advice
- Leading tax advisory projects and managing deadlines, risk, and compliance
- Overseeing work-in-progress, billing, and cash collection
- Supporting the development and progression of junior team members
What They\’re Looking For
Our client is looking for a motivated tax professional who\’s confident working with sophisticated clients and complex issues. You might already be an Assistant Manager or a recently qualified individual looking to take the next step.
They\’re open to candidates from a variety of tax backgrounds, as long as you\’re committed to delivering great client service.
Key Skills & Experience
- ATT, CTA, ACA, ACCA qualified – or qualified by experience
- Strong experience in personal tax, ideally with exposure to high-net-worth individuals
- Able to work independently and as part of a team
- Commercial mindset and strong communication skills
- Experience with trusts, partnerships, or international tax is a plus
- Comfortable managing client relationships and advisory work
APPLY NOW #J-18808-Ljbffr
Tax Assistant Manger employer: OU Health
Contact Detail:
OU Health Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Assistant Manger
✨Tip Number 1
Network with professionals in the tax field, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges faced in this area.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting high-net-worth individuals. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing environment.
✨Tip Number 3
Prepare to discuss your experience with complex tax matters during interviews. Be ready to share specific examples of how you've successfully managed client relationships and provided bespoke advice in previous roles.
✨Tip Number 4
Showcase your ability to lead projects and manage deadlines by discussing relevant experiences. Highlight any instances where you’ve overseen work-in-progress or contributed to the development of junior team members, as this aligns with the role's responsibilities.
We think you need these skills to ace Tax Assistant Manger
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax and working with high-net-worth clients. Use specific examples to demonstrate your skills in managing complex tax matters.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the Family Office & Private Client sector. Mention any relevant qualifications like ATT, CTA, ACA, or ACCA.
Highlight Key Skills: In your application, emphasise your strong communication skills and ability to manage client relationships. Provide examples of how you've successfully led tax advisory projects in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at OU Health
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax, inheritance tax, and capital gains tax. Be prepared to discuss how these apply to high-net-worth individuals and the complexities involved in international tax matters.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax issues clearly and effectively to clients who may not have a financial background.
✨Demonstrate Your Advisory Experience
Be ready to discuss specific advisory projects you've led or contributed to. Focus on how you identified opportunities for clients and the bespoke advice you provided, showcasing your problem-solving skills.
✨Highlight Team Development Contributions
If you've had experience mentoring or supporting junior team members, make sure to mention it. This role involves overseeing others, so demonstrating your leadership and development skills will be beneficial.