At a Glance
- Tasks: Provide proactive tax services to private clients and manage client portfolios.
- Company: Join Blick Rothenberg, a leading tax and business advisory firm with a supportive culture.
- Benefits: Enjoy flexible hours, competitive salary, health insurance, and extensive learning opportunities.
- Other info: Be part of a dynamic team within a rapidly growing firm.
- Why this job: Make a real impact in a nurturing environment while advancing your career.
- Qualifications: Must be CTA or ACA qualified with experience in client-focused tax services.
The predicted salary is between 36000 - 60000 £ per year.
Are you looking to develop your career within a nurturing environment where you can flourish? Do you want to join an award-winning firm that strives for excellence and success for our clients, our people and our business? Blick Rothenberg are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. Our teams work seamlessly to provide advice throughout the life cycle of our clients.
Our partner-led approach ensures that our clients receive an excellent service from a team of high-quality people who combine technical expertise with personal integrity. Our ethos is reflected in the way that we work with our clients, taking the time to understand their business and invest in the relationship to ensure that we can provide the best advice possible. We want success for our people, our clients and for our business. In order to help preserve this winning formula, to bring it to life with our new joiners and to explain it to our clients, we have articulated our approach through the values of Collaboration, Authenticity, Respect and being Dynamic.
The role offers a nurturing and collaborative working culture that is caring and protective of our people, within an environment where they can learn and flourish. In addition to a competitive remuneration package, we offer a range of flexible benefits and flexible hours of work. We have clearly defined career pathways which empower you to manage your own development. We have a number of colleague-led collaborative working groups which help shape our strategy.
Key accountabilities
- Providing an efficient, client focussed and proactive service to meet the needs of private clients.
- Working with directors and managers on technical assignments.
- Managing day to day client portfolio including billing and monitoring work in progress.
- Ensuring that the firm’s risks are managed appropriately.
- Liaising with HMRC in relation to client matters and dealing with enquiries from HMRC.
- Liaising proactively with clients on advisory matters.
- Meeting new clients with the appropriate partner/director and being a main point of contact with those clients going forward.
- Reviewing personal tax returns prepared by more junior members of staff / preparing complex compliance cases.
You must be either CTA or ACA qualified to be considered for this opportunity.
Skills & experience
You will be joining a forward-thinking, progressive office with a supportive and friendly atmosphere. The role provides an exciting opportunity for a talented Assistant Manager to become involved in a diverse and interesting client portfolio. Excellent on-the-job training will be provided, together with the opportunity to advance your career within a dynamic business.
Other
- Pension – Looking after your future self when it’s time to step back and relax.
- 25 days annual leave + bank holidays – Time to focus on what’s important to you.
- Private Medical Insurance – Taking care of your health.
- Permanent Health Insurance – Financial protection in the event of illness or injury.
- Flexible hours of work – We operate a flexible working policy.
- Life Assurance – 4 x times salary.
- Employee Referral Bonus – We’re always looking for talented individuals to join our family.
- Employee Benefits Portal – Cashback and vouchers on everyday purchases.
- Extensive Learning & Development Opportunities – Continuous development and support.
- Opportunity to attend social events – Time to stop, pause and have fun.
- Career Coaching – Better never stops.
Private Client Tax Assistant Manager employer: Taxation
Clark Wood is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Stoke-on-Trent. With a strong commitment to employee development, you will have ample opportunities for professional growth while working alongside experienced Partners and mentoring junior staff. The hybrid working model ensures a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!