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- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Leading firm in Edinburgh with a strong reputation in private client services.
- Benefits: Generous salary, 12.5% bonus, private medical insurance, and flexible working options.
- Other info: Flexible hours, part-time options, and excellent career progression opportunities.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA qualified or equivalent, with significant personal tax expertise.
The predicted salary is between 45000 - 55000 £ per year.
We have just been instructed on a fantastic Private Client Tax Senior or Assistant Manager opportunity on behalf of a leading firm in Edinburgh. Working with an impressive private client portfolio involving a mixture of compliance, tax planning, advisory and ad hoc project work. Clients range from HNWIs, UHNWIs, Non Domiciled, Non Residents, Trusts, Estates and Entrepreneurs including those with international affairs.
Excellent remuneration & benefits package, 12.5% bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Tax planning
- Ad hoc tax advisory work
- Provision of advice in areas such as Capital Gains & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Client meetings
- Building strong client relationships
You:
- CTA Qualified (ideally) CTA PQ/ ATT also considered
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
Benefits:
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- Private Medical Insurance
- Flexible Working (core hours 10am - 4pm)
- Option to Buy/ Sell Holiday
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Social events
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Private Client Tax Assistant Manager in Bonnyrigg employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Assistant Manager in Bonnyrigg
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, especially those who work with private clients. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax planning and compliance. We want you to be ready to discuss real-life scenarios and how you’d handle them, especially with HNWIs and trusts.
✨Tip Number 3
Showcase your soft skills! Excellent communication is key in this role, so practice articulating your thoughts clearly. Think about how you can build strong client relationships and mentor junior staff.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always here to help you find the right fit for your career goals.
We think you need these skills to ace Private Client Tax Assistant Manager in Bonnyrigg
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 and your expertise in tax compliance and planning. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax work and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure to demonstrate your ability to convey complex tax concepts clearly in your application. Whether it's in your CV or cover letter, let us see your communication prowess!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax, especially around compliance and planning. Familiarise yourself with the specifics of Capital Gains and Inheritance tax, as these are likely to come up in conversation.
✨Showcase Your Client Relationship Skills
Since building strong client relationships is key for this role, prepare examples of how you've successfully managed client interactions in the past. Think about times when you’ve gone above and beyond to meet a client's needs.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific tax scenarios or projects. Practise articulating your thought process and decision-making skills, as this will demonstrate your ability to manage diverse tax portfolios effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to tax planning or their client base. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.