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- Tasks: Manage diverse Private Client tax cases and deliver high-quality advice.
- Company: Join a collaborative and growing team in Exeter.
- Benefits: Gain valuable experience, mentorship, and career development opportunities.
- Why this job: Make a real impact while deepening your technical expertise.
- Qualifications: ATT/CTA qualified or studying towards CTA with relevant experience.
- Other info: Be part of a dynamic environment that values problem-solving and teamwork.
The predicted salary is between 28800 - 48000 ÂŁ per year.
If you’re looking to take the next step in your Private Client tax career, this role offers the scope, complexity, and client exposure to help you do exactly that. You’ll work with an impressive and diverse portfolio, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses, while delivering high‑quality compliance and advisory work that genuinely makes an impact. This is a chance to deepen your technical expertise, build trusted client relationships, and play a key role in developing others as part of a collaborative and growing Exeter team.
What you’ll be doing day to day:
- Manage a diverse portfolio of Private Client cases, including high‑net‑worth individuals, partnerships, non‑residents, and family‑owned businesses.
- Deliver high‑quality Private Client tax advice and support on advisory assignments.
- Prepare complex tax returns and review work completed by junior team members.
- Build trusted relationships with clients, acting as a key point of contact and liaising directly with HMRC.
- Collaborate with Partners, Directors, and Managers on new client work and specialist projects.
- Mentor and support less experienced team members, helping develop their technical and professional skills.
About you:
- ATT/CTA qualified or currently studying towards CTA with relevant experience.
- Strong background in Private Client tax compliance, with exposure to advisory work.
- Confident using tax software and computer‑based tax compilation tools, plus solid MS Excel, Word, and Outlook skills.
- Clear and effective communicator, able to build strong relationships with clients and colleagues.
- Proactive, organised, and comfortable managing your own workload and deadlines.
- Enjoys problem‑solving and supporting the development of others.
- Commercially aware, with an interest in contributing to the wider success of the team.
Assistant Manager - Private Client Tax in Mansfield employer: Pkf-Francis Clark Chartered Accountants & Business Advisers
Contact Detail:
Pkf-Francis Clark Chartered Accountants & Business Advisers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager - Private Client Tax in Mansfield
✨Tip Number 1
Network like a pro! Get out there and connect with people in the Private Client tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with high-net-worth individuals and complex tax returns. Share specific examples of how you've delivered high-quality advice and built trusted relationships with clients.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on common questions related to Private Client tax and your approach to problem-solving. This will help you feel more confident and articulate during the real deal.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll not only streamline your application process but also show us that you’re genuinely interested in joining our team. Let’s make it happen together!
We think you need these skills to ace Assistant Manager - Private Client Tax in Mansfield
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Assistant Manager role. Highlight your background in Private Client tax compliance and any advisory work you've done. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about Private Client tax and how your experience aligns with our needs. Don’t forget to mention your interest in mentoring and developing others, as that's key for us.
Showcase Your Technical Skills: Since this role involves using tax software and MS Office tools, make sure to mention your proficiency in these areas. We love candidates who are confident with technology, so don’t hold back on showcasing your skills!
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’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Pkf-Francis Clark Chartered Accountants & Business Advisers
✨Know Your Tax Stuff
Make sure you brush up on your Private Client tax knowledge before the interview. Familiarise yourself with recent changes in tax legislation and be ready to discuss how they might impact high-net-worth individuals and family-owned businesses.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built trusted relationships with clients in the past. Think about specific situations where your communication skills made a difference, especially when liaising with HMRC or managing client expectations.
✨Demonstrate Your Team Spirit
Since mentoring is a key part of the role, come prepared with examples of how you've supported less experienced colleagues. Highlight any instances where you’ve helped develop their skills or contributed to team projects.
✨Be Proactive and Organised
During the interview, showcase your organisational skills and ability to manage your workload. Discuss how you prioritise tasks and meet deadlines, especially when handling complex tax returns or advisory assignments.
