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.
- Benefits: Flexible working, 25 days holiday, and clear career progression.
- Other info: Supportive environment with opportunities to mentor junior staff.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Fully qualified CTA, ACA or ACCA with personal tax experience.
The predicted salary is between 40000 - 50000 € 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
Benefits:
- Flexible working
- Career progression opportunities
- 25 days holiday plus bank holidays
Are you fully qualified looking for your next challenge? If so, apply here now.
Private Client Tax Assistant Manager in Suffolk employer: Rutherford Briant
Rutherford Briant is an excellent employer for those seeking a fulfilling career in tax, particularly in the vibrant town of Ipswich. With a strong commitment to employee growth, flexible working arrangements, and a supportive work culture that values diversity and inclusion, you will have the opportunity to manage a diverse portfolio of high-net-worth clients while mentoring junior staff. Join us to advance your career in a dynamic environment that prioritises both professional development and work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Suffolk
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax regulations. We all know that confidence is key, so practice answering common interview questions related to private client tax to show you’re the right fit.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! We make it easy for you to showcase your skills and experience directly to the hiring team. Plus, it’s a great way to stand out from the crowd!
We think you need these skills to ace Private Client Tax Assistant Manager in Suffolk
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 preparing tax returns. Use specific examples to demonstrate how you've handled HMRC enquiries or mentored junior staff in the past.
Be Clear and Concise:Keep your application clear and concise. Avoid jargon and make sure your points are easy to understand. We want to see your personality shine through, so don’t be afraid to let us know what makes you unique!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. 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 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 on a leadership role. Share how you've supported others' development and how you approach reviewing their work. This will show that you're not just a tax whiz but also a team player.
✨Prepare for HMRC Scenarios
Be ready to discuss how you would handle HMRC enquiries and resolve tax issues efficiently. Think through some hypothetical scenarios and how you would approach them. This will demonstrate your problem-solving skills and your ability to think on your feet.
