At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Established firm in Ipswich with a focus on client relationships and growth.
- Benefits: Career progression opportunities and a supportive work environment.
- Other info: We value diversity and encourage all backgrounds to apply.
- Why this job: Join a dynamic team and make a real impact in the world of tax.
- Qualifications: Fully qualified CTA, ACA or ACCA with experience in personal tax.
The predicted salary is between 36000 - 60000 £ per year.
Are you looking for your next step within tax? The client is a well-established firm, within Ipswich. They work with a range of individuals from high-net-worth clients to estates and business owners. They are looking to grow their tax team by recruiting a Private Client Tax Assistant Manager.
Responsibilities:
- Manage a portfolio of clients including HNWIs, trusts, and estates
- Prepare and review tax returns, CGT computations, IHT accounts, and trust returns
- Identify and support delivery of tax planning and advisory opportunities for clients
- Handle HMRC enquiries and liaise with clients to resolve tax issues efficiently
- Supervise and mentor junior staff, reviewing their work and supporting their development
Requirements:
- CTA, ACA or ACCA fully qualified
- Experience with personal/private client tax in a practice
- Experience managing a client portfolio
As a Private Client Tax Assistant Manager, you will get:
- Career progression opportunities
Are you fully qualified looking for your next challenge? If so, apply here now.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Private Client Tax Assistant Manager in Ipswich employer: Rutherford Briant
Join a well-established firm in Ipswich that values your expertise and offers a supportive work culture focused on professional growth. As a Private Client Tax Assistant Manager, you will benefit from career progression opportunities while working with a diverse portfolio of high-net-worth clients, trusts, and estates. The firm is committed to equity, diversity, and inclusion, ensuring a rewarding and meaningful employment experience for all employees.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the firm thoroughly. Understand their client base, especially high-net-worth individuals, and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and well-prepared.
✨Tip Number 3
Showcase your expertise! Bring examples of your previous work managing client portfolios and handling tax issues. Use specific scenarios where you’ve successfully resolved HMRC enquiries or delivered tax planning solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Private Client Tax Assistant Manager in Ipswich
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, trusts, and estates, and don’t forget to mention your qualifications like CTA, ACA, or ACCA.
Showcase Your Skills:In your cover letter, showcase your skills in managing client portfolios and handling HMRC enquiries. We want to see how you can bring value to our team and support junior staff.
Be Clear and Concise:Keep your application clear and concise. Use bullet points where possible to make it easy for us to read through your experiences and achievements. We appreciate straightforward communication!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Rutherford Briant
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal and private client tax. Be ready to discuss specific tax returns, CGT computations, and IHT accounts. The more you know about the technical aspects, the more confident you'll feel during the interview.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed a portfolio of clients in the past. Highlight any experiences with high-net-worth individuals or trusts, as this will resonate well with the firm’s clientele. They want to see that you can handle complex situations with ease.
✨Demonstrate Leadership Potential
Since the role involves supervising and mentoring junior staff, think of instances where you've taken the lead or supported others in their development. Share how you’ve reviewed work and provided constructive feedback, as this shows you're ready for the Assistant Manager position.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations, like handling HMRC enquiries or resolving tax issues. Practice articulating your thought process and problem-solving skills. This will help you demonstrate your ability to think on your feet and provide effective solutions.
