At a Glance
- 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 diversity and career progression.
- Benefits: Enjoy fast-track progression, mentorship, and continuous training in a supportive environment.
- Why this job: Shape clients' tax strategies and build lasting relationships in a role that values your advisory skills.
- 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 43200 - 72000 £ per year.
Overview
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
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 - Guildford employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager - Guildford
✨Tip Number 1
Familiarise yourself with the latest UK tax regulations and trends. This knowledge will not only help you in 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 your experience in managing client portfolios and mentoring others. Be ready to share specific examples that highlight your leadership skills and ability to build strong client relationships.
✨Tip Number 4
Research the firm’s recent projects and successes in the private client tax space. Being able to reference these during your discussions will show your genuine interest in the role and the firm’s impact in the industry.
We think you need these skills to ace Private Client Tax Assistant Manager - Guildford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing client portfolios and providing tax advice. Emphasise any qualifications like CTA or ACA, and include specific examples of your advisory skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work and your ability to build strong client relationships. Mention how your background aligns with the firm's values and the role's requirements.
Highlight Your Mentorship Experience: Since the role involves supervising and mentoring others, be sure to include any relevant experience you have in training or guiding less experienced colleagues. This will demonstrate your leadership potential.
Showcase Your Problem-Solving Skills: In your application, provide examples of how you've tackled complex tax issues or contributed to strategic restructuring projects. This will illustrate your capability to handle the technical challenges mentioned in the job description.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Technical Knowledge
Be prepared to discuss your understanding of UK tax laws and regulations. Brush up on recent changes in tax legislation and be ready to explain how they might impact clients, especially in areas like succession planning and restructuring.
✨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 communication skills and how you approach client interactions to ensure their confidence in your advice.
✨Emphasise Your Mentorship Experience
As this position includes supervising and mentoring others, prepare to share your experiences in guiding less experienced colleagues. Discuss your approach to training and how you foster a supportive learning environment.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about past challenges you've faced in managing a client portfolio and how you identified risks or opportunities, ensuring you align your answers with the firm's quality control procedures.