At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver top-notch tax compliance services.
- Company: Respected accountancy practice with a collaborative culture and strong client relationships.
- Benefits: Salary up to £58,000, hybrid working, excellent benefits, and career progression opportunities.
- Other info: Supportive team environment with mentoring opportunities for junior members.
- Why this job: Enjoy genuine ownership of your client portfolio while maintaining a healthy work-life balance.
- Qualifications: Experience in UK Private Client Tax Compliance and strong technical knowledge required.
The predicted salary is between 51750 - 63250 £ per year.
What's on offer?
- Salary up to £58,000.
- Hybrid and flexible working/London office.
- Excellent benefits package.
- Interesting and varied client portfolio.
- A supportive, collaborative team.
- Genuine opportunities for career progression.
Are you an experienced Private Client Tax professional looking for a role where you'll have genuine ownership of your client compliance portfolio and the flexibility to enjoy a healthy work-life balance? We're working with a highly respected accountancy practice that has built its reputation on long-term client relationships, technical excellence and a genuinely collaborative culture. As the firm continues to grow, they're looking for a Private Client Tax Compliance Manager to join their small busy team.
You'll manage a diverse portfolio of private clients, acting as their trusted adviser while delivering a first-class compliance service and identifying valuable tax planning opportunities.
What you’ll be doing:
- Managing a varied portfolio of high-net-worth individuals, company directors, landlords, sole traders, trusts and partnerships.
- Overseeing the Self Assessment compliance process from start to finish.
- Preparing and reviewing complex personal tax returns.
- Advising clients on Income Tax, Capital Gains Tax, foreign income and investment matters.
- Managing trust and partnership tax returns, HMRC correspondence, P11Ds and PAYE Settlement Agreements.
- Identifying tax planning opportunities and supporting advisory projects, including residency, inheritance tax and capital gains matters.
- Mentoring junior team members and helping to develop the wider tax team.
About you:
You'll already have experience managing your own private client tax portfolio within a UK accountancy practice and enjoy building long-term client relationships. Ideally, you'll have:
- Strong UK Private Client Tax Compliance experience.
- Excellent technical knowledge of personal taxation.
- A proactive, client-focused approach.
- ATT or CTA qualification, or be qualified by experience.
If you're looking for a role where your expertise is valued and you can continue developing your career in a supportive, forward-thinking firm, we'd love to hear from you.
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.
Private Client Tax Assistant Manager - Compliance in London employer: Pro-Tax
Pro-Tax is an excellent employer, offering a dynamic and collaborative work culture that fosters professional growth and development. With a competitive salary and benefits package, employees are encouraged to advance their careers towards Partnership while working on impactful projects for large multinational clients in a hybrid environment. The company's commitment to employee well-being and career progression makes it a rewarding place to build a meaningful career in international tax.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager - Compliance in London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Pro-Tax, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager - Compliance in London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Pro-Tax's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Pro-Tax. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Pro-Tax!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Pro-Tax.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Pro-Tax. It helps to show our commitment!
