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- Tasks: Manage private client tax services for trusts, individuals, and families while advising on complex tax matters.
- Company: Join a dynamic firm known for its commitment to client relationships and professional growth.
- Benefits: Enjoy fast-track career progression, mentorship, and continuous training in a supportive environment.
- Why this job: Shape clients' tax strategies and thrive in a culture that values development and diversity.
- Qualifications: Degree level education or CTA/ACA qualified; experience managing client portfolios is essential.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 36000 - 60000 £ per year.
Private Client Tax Assistant Manager – Birmingham
Location
Birmingham
Type
Permanent
This dynamic Private Client Team offers an exciting opportunity to manage the private client tax services for trusts, individuals, families, and entrepreneurs. You\’ll not only tackle a constantly evolving range of technical challenges but also build lasting relationships, becoming a trusted advisor who directly shapes clients\’ tax strategies
Why Choose this firm for Your Career Progression?
- Exposure to Advisory: You\’ll play a key role in providing high-level tax advice, from succession planning to complex restructuring projects, gaining the experience necessary to grow as a strategic advisor.
- Fast-Track Progression: With their rapidly expanding team, you\’ll have the chance to quickly advance, taking on increasing responsibilities and managing a substantial client portfolio from day one.
- Mentorship & Development: Be part of a culture where you\’ll guide, mentor, and supervise less experienced colleagues, while benefiting from continuous training and support to grow your expertise.
You Will Thrive If You:
- Are educated to degree level and/or are CTA, ACA qualified (or equivalent).
- Have experience managing or supporting a manager with a significant client portfolio.
- Are confident in supervising, training, and mentoring others.
- Are keen to take on increasing responsibility, including managing projects of varying scale and complexity.
Your Role Includes:
- Managing a diverse portfolio of clients, including overseeing WIP and billing processes.
- Advising on a broad range of tax matters, including complex UK tax computations, returns, and strategic restructuring.
- Identifying risks, technical issues, and business development opportunities while adhering to the firm\’s quality control procedures.
- Building strong, lasting relationships with clients, earning their trust and ensuring their confidence in the firm\’s services.
Step into a role where your advisory skills will shine, and your career will accelerate alongside a team that values progression and development! Please send your cv to Jennifer at jennifer.nelson@pro-tax.co.uk
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
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Private Client Tax Assistant Manager - Birmingham employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager - Birmingham
✨Tip Number 1
Familiarise yourself with the latest tax regulations and trends in the UK. This will not only help you during interviews but also demonstrate your commitment to staying updated in a constantly evolving field.
✨Tip Number 2
Network with professionals in the private client tax sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture and expectations.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios or complex tax issues in the past. Highlighting your experience in these areas will show that you're ready to take on the responsibilities of the role.
✨Tip Number 4
Research the firm’s values and recent projects. Being able to articulate how your personal values align with theirs can set you apart and show that you’re genuinely interested in contributing to their team.
We think you need these skills to ace Private Client Tax Assistant Manager - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax advisory and client management. Emphasise any qualifications like CTA or ACA, and showcase your ability to manage a diverse portfolio of clients.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for tax advisory work. Mention specific experiences where you've successfully managed client relationships or complex tax matters, and express your enthusiasm for the role.
Highlight Your Soft Skills: In your application, emphasise your mentoring and supervisory skills. Provide examples of how you've trained or guided less experienced colleagues, as this is a key aspect of the role.
Showcase Your Problem-Solving Abilities: Include examples in your application that demonstrate your ability to identify risks and technical issues in tax matters. This will show your potential employer that you can handle the complexities of the role.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of UK tax laws and regulations. Be prepared to discuss specific tax strategies and how they can benefit clients, as this role requires a solid grasp of complex tax computations and advisory services.
✨Demonstrate Relationship-Building Skills
Since the role involves managing client relationships, think of examples where you've successfully built trust with clients or colleagues. Highlight your ability to communicate effectively and how you’ve maintained long-term professional relationships.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Prepare to discuss how you would handle specific tax-related challenges or client situations, showcasing your strategic thinking and advisory capabilities.
✨Emphasise Your Leadership Experience
As the position involves mentoring and supervising others, be ready to share your experiences in leadership roles. Discuss how you've guided less experienced colleagues and contributed to their development, demonstrating your readiness to take on increased responsibilities.
