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- Tasks: Manage a portfolio of high-net-worth clients and mentor junior staff.
- Company: Join a Top 20 accountancy firm prioritising work-life balance and professional growth.
- Benefits: Enjoy hybrid working, flexible hours, and continuous learning opportunities.
- Why this job: Be part of a supportive team culture that values collaboration and inclusivity.
- Qualifications: ATT qualified with 3+ years in personal tax and experience with high-net-worth individuals.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
Personal Tax Assistant Manager – Flexibility, Support & Career Balance
Looking to take the next step in your tax career without compromising on flexibility or support? Join a Top 20 accountancy firm that truly understands the importance of work-life balance, professional development, and a collaborative team culture. We\’re looking for a Personal Tax Assistant Manager to join our growing private client team.
This is an excellent opportunity for someone who wants to work on high-quality client work while being part of a supportive, approachable, and inclusive environment.
What You\’ll Be Doing
You\’ll support the delivery of tailored tax services to a portfolio of high-net-worth individuals and private clients, while helping to manage and mentor junior staff. You\’ll be part of a close-knit and highly collaborative tax team that values knowledge-sharing, open communication, and mutual respect.
Your key responsibilities will include:
- Managing your own portfolio of private clients, including HNWIs and international individuals.
- Preparing and reviewing UK personal tax returns with the support of a strong technical team.
- Supporting junior team members through mentoring and review, helping them develop in their roles.
- Acting as a point of contact for clients, building long-…
Acting as a point of contact for clients, building long-…
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Personal Tax Assistant Manager - Cardiff, Wales employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Assistant Manager - Cardiff, Wales
✨Tip Number 1
Network with professionals in the tax field, especially those who work with high-net-worth individuals. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and changes in personal tax legislation. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your experience with mentoring and managing junior staff. Highlight specific examples of how you've supported team members in their development, as this aligns with the collaborative culture they value.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions for your interviewers. This not only demonstrates your interest in the role but also your ability to build long-term relationships with clients and colleagues.
We think you need these skills to ace Personal Tax Assistant Manager - Cardiff, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, especially with high-net-worth individuals. Emphasise your qualifications, such as being ATT qualified, and detail your relevant work experience to align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax and your commitment to providing excellent client service. Mention your ability to mentor junior staff and your experience in managing complex portfolios, as these are key aspects of the role.
Showcase Your Soft Skills: In your application, highlight your communication skills and your ability to build long-term relationships with clients. Provide examples of how you've contributed to a positive team culture in previous roles.
Research the Company Culture: Familiarise yourself with the company's values and culture. Mention in your application how you resonate with their commitment to flexibility, support, and inclusivity, and how you can contribute to this environment.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Technical Knowledge
As a Personal Tax Assistant Manager, you'll need to demonstrate your understanding of UK personal tax legislation. Be prepared to discuss recent changes in tax laws and how they might affect high-net-worth individuals. This shows that you are proactive and up-to-date with industry standards.
✨Emphasise Your People Skills
Since the role involves managing relationships with clients and mentoring junior staff, highlight your communication skills. Share examples of how you've successfully built trust with clients or supported team members in their development. This will illustrate your people-oriented approach.
✨Demonstrate Organisational Skills
The ability to manage multiple priorities is crucial in this role. Prepare to discuss how you organise your workload and ensure deadlines are met, especially when handling complex client portfolios. Providing specific examples can help convey your organisational capabilities.
✨Align with Company Culture
This firm values a supportive and inclusive environment. Research their culture and be ready to discuss how your values align with theirs. Mention any experiences where you've contributed to a positive team atmosphere or embraced diversity in the workplace.
