Private Client Tax Lead—Advisory & Compliance
Private Client Tax Lead—Advisory & Compliance

Private Client Tax Lead—Advisory & Compliance

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of High Net Worth clients and provide personal tax advisory.
  • Company: Top practice in tax consultancy with a dynamic team culture.
  • Benefits: Rewarding growth opportunities and a supportive work environment.
  • Why this job: Join a leading firm and make a real impact on clients' financial success.
  • Qualifications: ATT qualified with experience in personal tax compliance and strong interpersonal skills.

The predicted salary is between 36000 - 60000 £ per year.

A top practice in tax consultancy is seeking a Private Client Tax Assistant Manager in Southampton. The role involves managing a portfolio of High Net Worth individuals, providing personal tax advisory and compliance assistance.

Ideal candidates will possess excellent relationship management and interpersonal skills, and must be ATT qualified with experience in personal tax compliance. This position focuses on client services and offers a rewarding opportunity for growth within a dynamic team.

Private Client Tax Lead—Advisory & Compliance employer: Pro-Tax

Join a leading tax consultancy in Southampton, where we prioritise employee development and foster a collaborative work culture. Our commitment to excellence is reflected in our comprehensive benefits package and the opportunity for meaningful career progression, making us an ideal employer for those passionate about personal tax advisory and compliance.
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Contact Detail:

Pro-Tax Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Lead—Advisory & Compliance

Tip Number 1

Network like a pro! Reach out to your connections in the tax consultancy field and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Private Client Tax role.

Tip Number 2

Prepare for those interviews by brushing up on your personal tax compliance knowledge. Be ready to discuss real-life scenarios where you've managed client portfolios or provided advisory services. Show them you’re the go-to person for High Net Worth individuals!

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.

Tip Number 4

Apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that Private Client Tax Assistant Manager position!

We think you need these skills to ace Private Client Tax Lead—Advisory & Compliance

Relationship Management
Interpersonal Skills
ATT Qualification
Personal Tax Compliance
Client Services
Advisory Skills
Portfolio Management
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and advisory. We want to see how your skills align with managing a portfolio of High Net Worth individuals, so don’t hold back on showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Private Client Tax Assistant Manager role. We love seeing genuine enthusiasm for client services and how you can contribute to our dynamic team.

Show Off Your Interpersonal Skills: Since this role involves excellent relationship management, make sure to highlight your interpersonal skills in your application. We’re looking for candidates who can connect with clients and provide top-notch service, so share examples of how you’ve done this in the past!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!

How to prepare for a job interview at Pro-Tax

Know Your Tax Stuff

Make sure you brush up on personal tax compliance and advisory practices. Familiarise yourself with the latest tax regulations and how they apply to High Net Worth individuals. This will show your potential employer that you're not just qualified, but also genuinely interested in the field.

Showcase Your People Skills

Since this role involves managing relationships with clients, be prepared to discuss your interpersonal skills. Think of examples where you've successfully built rapport or resolved conflicts. This will demonstrate your ability to connect with clients and provide top-notch service.

Prepare Questions for Them

Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, client portfolio, and growth opportunities within the firm. This shows that you're engaged and serious about finding the right fit for both you and the company.

Dress the Part

First impressions matter, especially in a professional setting like tax consultancy. Dress smartly and appropriately for the interview. It reflects your professionalism and respect for the opportunity, making a positive impact before you even say a word.

Private Client Tax Lead—Advisory & Compliance
Pro-Tax
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  • Private Client Tax Lead—Advisory & Compliance

    Full-Time
    36000 - 60000 £ / year (est.)
  • P

    Pro-Tax

    50-100
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