At a Glance
- Tasks: Manage a diverse portfolio of clients and prepare personal tax returns.
- Company: Growing accountancy firm with a focus on personal tax and client relationships.
- Benefits: Competitive salary, hybrid working, 25 days holiday, and private medical insurance.
- Other info: Flexible start times and regular social events to foster team spirit.
- Why this job: Join a dynamic team and make a real impact in personal tax management.
- Qualifications: Strong personal tax experience and confidence in client interactions.
The predicted salary is between 51750 - 63250 £ per year.
I'm working with a growing accountancy firm that is bringing together two established tax teams and investing in its personal tax function. They are looking for a Personal Tax Assistant Manager who can take ownership of a varied portfolio, build strong client relationships and contribute to the continued development of the team.
This is a good opportunity for either an existing Assistant Manager or an experienced Personal Tax Senior ready to step up.
You will manage a portfolio of around 150 clients, including high-net-worth individuals, business owners, company directors, media professionals, trusts, self-employed individuals and property owners.
The role will include preparing and finalising personal tax returns, managing deadlines and workflow, liaising with clients and HMRC, supporting enquiries and disclosures, preparing residential property CGT returns, and assisting with P11Ds and Making Tax Digital filings. There will also be opportunities to support advisory work across residence, capital gains tax, inheritance tax and trusts.
The firm has dedicated personal tax specialists, dedicated corporate tax specialists and people who choose to work across both areas. You can therefore keep the role focused entirely on personal tax or broaden your experience over time if that interests you.
They are open-minded on qualifications and will consider ATT, CTA, ACA, ACCA, part-qualified and qualified-by-experience candidates. You should have strong personal tax experience gained within a UK accountancy practice, confidence dealing directly with clients and the ability to manage your own workload. Experience of trusts, residence issues, international tax or CCH would be useful, but none of these are essential.
The firm offers:
- £50,000 - £60,000 depending on experience
- Hybrid working, normally three days in the office and two from home
- Flexible start times between 8am and 10am
- 25 days' holiday, increasing with service
- Option to buy or sell additional holiday
- Private medical insurance
- Pension scheme
- Life assurance
- Professional subscription paid
- Regular social events
- Free parking
This is a strong opportunity to join a sizeable, well-resourced firm while still having the chance to make a visible impact within a developing team.
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.
Personal Tax Assistant Manager in Winnersh employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Big 4 International Tax team in London, where you'll find an exceptional work culture that prioritises collaboration, inclusivity, and professional growth. With a clear pathway to Partnership and a commitment to developing talent, this role offers not only competitive compensation but also the chance to work on complex international tax matters for prestigious clients. Embrace flexible hybrid working and be part of a high-performing team that values your contributions and supports your career ambitions.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Assistant Manager in Winnersh
✨Get in Touch with Local Businesses
In tax advisory consulting, local businesses often need help with their finances and tax strategies. Don’t be shy—walk into companies nearby, introduce yourself, and let them know about your freelance services. Sometimes, a face-to-face chat can land you more work than a hundred emails!
✨Join Professional Networks
Get yourself involved in professional bodies like the Chartered Institute of Taxation or local accountants’ associations. They often host events or web seminars where you can meet potential clients and fellow freelancers in the tax field. Networking in these spaces can lead to referrals and collaborations that count!
✨Build a Stellar Online Presence
Create a professional website or a LinkedIn profile showcasing your tax advisory expertise. Share valuable insights, articles, or tax tips that demonstrate your knowledge. This not only builds credibility but also makes you more visible to those looking for freelance consultants in tax!
✨Reach Out to Your Existing Network
Don’t forget about the people you already know! Let friends, family, and previous colleagues know you’re freelancing in tax advisory. You’d be surprised how often personal connections can lead to new clients. Just a quick message can do wonders!
We think you need these skills to ace Personal Tax Assistant Manager in Winnersh
Some tips for your application 🫡
Show Off Your Tax Knowledge:Since you’re diving into the tax advisory consulting world, make sure your CV reflects your solid understanding of tax laws and regulations. List relevant coursework or certifications—like ACA or ACCA—that showcase your expertise. Feel free to include any special projects that demonstrate your problem-solving skills in tax planning!
Build a Portfolio of Success Stories:As a freelancer, your portfolio is your calling card! Include case studies or examples of clients you’ve helped with tax strategies, showing before-and-after scenarios. This gives potential clients a taste of what you can do and how you add value. If you’ve got testimonials, even better!
Nail Your Rates and Availability:When applying to PRO-TAX RECRUITMENT LIMITED, be transparent about your rates and your availability for freelance projects. Potential clients appreciate knowing what they’re getting into, so include this info concisely in your cover letter—it’ll set you apart from other applicants who leave them guessing.
Keep It Succinct and Focused:Freelance roles often look for specific skills tailored to client needs. In your cover letter to PRO-TAX RECRUITMENT LIMITED, get to the point quickly and highlight how your unique skills align with their needs. Avoid fluff and stick to the essentials—this shows you respect their time and have a clear sense of purpose!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Show Off Your Consultancy Skills
As a freelance tax adviser, you’ll need to demonstrate your consultancy skills during the interview. Be ready to discuss how you can offer tailored tax solutions to clients, showcasing your understanding of tax laws and regulations. It’s all about proving you can advise based on their specific needs!
✨Get Your Portfolio on Point
Since this is a freelance gig, your portfolio is your golden ticket! Make sure you have case studies or examples of previous tax advisory work handy. Prepare to talk about strategies you’ve used in real scenarios, and don’t shy away from showcasing your successes.
✨Brush Up on Tax Legislation
Expect some technical questions about current tax legislation and how it impacts different industries. Familiarise yourself with the latest changes in tax laws and be prepared to discuss their implications with confidence. Keeping up-to-date not only shows you're knowledgeable but also that you are proactive in your field.
✨Pitch Your Service Value
Freelancing means you’ll be competing with others in the market, so you need to pitch your value effectively. Think about your rates, what unique expertise you bring to the table, and how you can solve a potential client's problems better than anyone else. Sell yourself as the go-to advisor for their tax needs!
