At a Glance
- 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 Suffolk 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 Suffolk
✨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 put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and recent projects, so you can tailor your answers and show how you can add value to their team. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with personal/private client tax and how you've managed client portfolios. We recommend rehearsing with a friend or in front of a mirror to boost your confidence.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Private Client Tax Lead (HNW & Trusts) - Flexible in Suffolk
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: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with managing a diverse portfolio of clients. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since this role involves client portfolio management, make sure to include examples of how you've successfully managed client relationships in the past. We want to see your ability to identify planning and advisory opportunities!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
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 shows you're not just qualified, but also proactive and insightful.
✨Portfolio Management Examples
Prepare to share examples from your experience managing client portfolios. Highlight any challenges you faced and how you overcame them. This will demonstrate your ability to handle diverse client needs effectively.
✨Show Your CTA, ACA, or ACCA Credentials
Don’t forget to mention your qualifications! Being CTA, ACA, or ACCA qualified is a big deal for this role. Talk about how your education has prepared you for the responsibilities of the position and how it adds value to your work.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team and the company culture at Rutherford Briant. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with your interviewers!