Private Client Tax Assistant Manager
Private Client Tax Assistant Manager

Private Client Tax Assistant Manager

Glasgow Full-Time 32000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a diverse portfolio of high-net-worth clients and oversee tax compliance.
  • Company: Regional firm in Glasgow with a focus on private client services.
  • Benefits: Competitive salary, bonus scheme, hybrid working, and generous holiday allowance.
  • Why this job: Work with successful entrepreneurs and make a real impact in tax advisory.
  • Qualifications: Experience in tax compliance and strong communication skills.
  • Other info: Fully funded training towards CTA and excellent career progression opportunities.

The predicted salary is between 32000 - 42000 £ per year.

Overview

Private Client Tax Assistant Manager - Regional Firm - Glasgow - £40,000 - £50,000 + Bonus + Hybrid Working + Exceptional Benefits

Do you want to work with some of the UK's most successful entrepreneurs, HNWIs, and family offices? Do you enjoy complex advisory work and building trusted long-term client relationships?

Benefits:

  • Competitive salary up to £50,000
  • Bonus scheme
  • Private medical insurance & life assurance
  • Hybrid & flexible working model
  • Generous holiday allowance + option to purchase additional days
  • Fully funded training towards CTA and other qualifications
  • Cycle-to-work scheme, season ticket loan & more

Your new role:

As a Private Client Tax Assistant Manager, you'll support the delivery of both compliance and advisory work, managing a varied portfolio of HNW and UHNW individuals. You'll be working closely with senior managers and partners on bespoke tax planning projects - including residence and domicile, and trusts - while providing mentorship to junior colleagues.

Key responsibilities:

  • Managing a diverse portfolio of private clients and overseeing annual tax compliance
  • Reviewing returns, reports, and correspondence to HMRC
  • Supporting delivery of advisory projects including residence and domicile planning

Private Client Tax Assistant Manager employer: Pro-Tax Recruitment

Join a dynamic regional firm in Glasgow that prides itself on fostering a collaborative and supportive work culture, where you can thrive as a Private Client Tax Assistant Manager. With competitive salaries, exceptional benefits including private medical insurance, and a commitment to employee growth through fully funded training towards CTA qualifications, this is an excellent opportunity for those looking to make a meaningful impact while enjoying a flexible working environment. Experience the satisfaction of working with high-net-worth individuals and contributing to bespoke tax planning projects in a vibrant city known for its rich culture and community spirit.
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Contact Detail:

Pro-Tax Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Assistant Manager

✨Tip Number 1

Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.

✨Tip Number 2

Prepare for interviews by researching the firm and its clients. Understand their values and the type of work they do with HNWIs. This will help you tailor your answers and show that you’re genuinely interested in the role and the company.

✨Tip Number 3

Practice your soft skills! As a Private Client Tax Assistant Manager, you’ll need to build trust with clients. Role-play common interview scenarios with friends or family to boost your confidence and communication skills.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team.

We think you need these skills to ace Private Client Tax Assistant Manager

Tax Compliance
Advisory Skills
Client Relationship Management
Portfolio Management
Residence and Domicile Planning
Trusts Knowledge
Mentorship
Attention to Detail
Communication Skills
Analytical Skills
Problem-Solving Skills
Time Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Assistant Manager role. Highlight your experience with HNWIs and any relevant tax advisory work. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with private clients and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!

Showcase Your Skills: In your application, don’t forget to showcase your skills in managing diverse portfolios and your experience with compliance and advisory projects. We’re keen to see how you’ve tackled similar challenges in the past.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Pro-Tax Recruitment

✨Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals. Being able to discuss recent changes or trends in tax law will show your expertise and enthusiasm for the role.

✨Showcase Your Advisory Skills

Prepare examples of past experiences where you've successfully advised clients on complex tax matters. Highlight how you built trust and long-term relationships, as this is key for the role. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Understand the Firm's Culture

Research the firm’s values and culture before the interview. Be ready to explain why you want to work there specifically and how you align with their mission. This shows that you’re not just looking for any job, but that you’re genuinely interested in being part of their team.

✨Prepare Questions for Them

Have a few thoughtful questions ready to ask at the end of the interview. Inquire about their approach to mentorship for junior colleagues or how they handle bespoke tax planning projects. This demonstrates your interest in the role and helps you assess if it’s the right fit for you.

Private Client Tax Assistant Manager
Pro-Tax Recruitment
Location: Glasgow
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