At a Glance
- Tasks: Manage client relationships and oversee tax compliance for high-net-worth clients.
- Company: A prestigious tax boutique in London with a focus on wealth planning.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a thriving team and make a real impact in the world of private client tax.
- Qualifications: ATT and EA dual-qualified with experience in tax advisory.
- Other info: Supportive environment with excellent long-term career prospects.
The predicted salary is between 55000 - 65000 Β£ per year.
Want to be more than a face in the crowd? We are working with one of London's high-end tax boutiques, who specialise in the provision of tax and wealth planning advice to HNW American clients. Their Private Client Tax team is thriving, growing and keen to appoint an additional adviser at Assistant Manager grade.
The incoming individual will look after a portfolio of HNW US executives, business owners, PE principals and their families. Acting as a key point of contact, they will manage the client relationship, oversee the annual US and UK personal tax compliance cycles and review the work of junior preparers.
They will also work closely with respected Directors and Partners on ad hoc planning projects and networking/business development activities. This is an opportunity for an ATT and EA dual-qualified adviser to develop their career in a supportive environment where they will have a genuine voice. They will take on early responsibility and be encouraged and assisted with progression towards Manager grade. Longer-term prospects are also excellent.
Salary will be dependent on experience, but is likely to be in the region Β£55k-Β£65k + bens + bonus. The team operates hybrid working 2-3 days a week.
US/UK Private Client Tax Assistant Manager employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land US/UK Private Client Tax Assistant Manager
β¨Tip Number 1
Network like a pro! Reach out to professionals in the tax and wealth planning sector, especially those who work with HNW clients. Attend industry events or webinars to make connections that could lead to job opportunities.
β¨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on US and UK tax compliance cycles. Be ready to discuss how you can manage client relationships and oversee junior preparers effectively.
β¨Tip Number 3
Donβt just apply, engage! When you apply through our website, take the time to personalise your application. Mention specific projects or experiences that align with the role of Assistant Manager in Private Client Tax.
β¨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace US/UK Private Client Tax Assistant Manager
Some tips for your application π«‘
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out in a sea of formalities.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this specific role. Highlight your experience with HNW clients and any relevant tax qualifications. We love seeing how your background aligns with what weβre looking for!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured information thatβs easy to digest. Avoid jargon unless itβs relevant to the role β we want to understand your skills without getting lost in the details.
Apply Through Our Website: Donβt forget to apply through our website! Itβs the best way for us to receive your application directly. Plus, it shows youβre keen on joining our team at StudySmarter. We canβt wait to hear from you!
How to prepare for a job interview at Taxation
β¨Know Your Tax Stuff
Make sure you brush up on your knowledge of US and UK tax regulations, especially those that pertain to high-net-worth individuals. Being able to discuss specific tax strategies or compliance issues will show that you're not just a face in the crowd but someone who understands the nuances of the role.
β¨Showcase Your Client Management Skills
Since you'll be managing client relationships, prepare examples of how you've successfully handled client interactions in the past. Think about times when you resolved issues or provided exceptional service, as this will demonstrate your ability to be a key point of contact.
β¨Prepare for Technical Questions
Expect some technical questions during the interview. Review common scenarios you might encounter in the role, such as overseeing tax compliance cycles or working on planning projects. Practising your responses will help you feel more confident and articulate during the interview.
β¨Network Like a Pro
Since networking and business development are part of the job, think about how you can contribute to these areas. Prepare to discuss any relevant connections you have or ideas for expanding the firm's client base. This shows that you're proactive and ready to take on early responsibilities.