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- Tasks: Manage a diverse client portfolio and prepare tax documents while identifying advisory opportunities.
- Company: Rutherford Briant, a growing tax team in Ipswich.
- Benefits: Flexible working, 25 days holiday plus bank holidays, and career progression.
- Other info: Exciting career growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA, ACA, or ACCA qualified with personal tax experience.
The predicted salary is between 30000 - 40000 £ per year.
Rutherford Briant in Ipswich is seeking a Private Client Tax Assistant Manager to join their growing tax team. The role involves managing a diverse portfolio of clients, preparing various tax documents, and identifying planning and advisory opportunities.
Ideal candidates will be CTA, ACA, or ACCA qualified, with experience in personal/private client tax and client portfolio management.
The position offers flexible working, career progression, and 25 days holiday plus bank holidays.
Private Client Tax Lead (HNW & Trusts) - Flexible in Ipswich employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Lead (HNW & Trusts) - Flexible in Ipswich
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching common questions in the private client tax space. We recommend practising your answers with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 3
Showcase your expertise! When you get the chance, share your insights on tax planning and advisory opportunities during interviews. This will demonstrate your knowledge and passion for the role.
✨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 connect with us directly.
We think you need these skills to ace Private Client Tax Lead (HNW & Trusts) - Flexible in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Lead role. Highlight your qualifications like CTA, ACA, or ACCA, and any relevant experience in personal/private client tax.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've managed client portfolios and identified planning opportunities in the past.
Showcase Your Flexibility: Since we offer flexible working, mention how you can adapt to different working styles and environments. This will show us that you’re ready to thrive in our dynamic team.
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 don’t miss out on any important updates from us!
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 planning strategies and advisory opportunities you've identified in the past. This will show that you’re not just qualified, but also proactive and insightful.
✨Portfolio Management Experience
Prepare examples from your previous roles where you successfully managed a diverse portfolio of clients. Highlight any challenges you faced and how you overcame them. This will demonstrate your ability to handle the responsibilities of the Private Client Tax Lead role.
✨Showcase Your Qualifications
Since they’re looking for CTA, ACA, or ACCA qualified candidates, be sure to mention your qualifications early in the conversation. Discuss how your education has equipped you with the skills necessary for this position, and relate it back to the job description.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, career progression opportunities, and the types of clients you’ll be working with. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.