At a Glance
- Tasks: Manage diverse client portfolios and provide expert tax advisory services.
- Company: Leading Chartered Accountants firm focused on work/life balance and career growth.
- Benefits: Flexible working hours, private health insurance, and 25 days holiday plus bank holidays.
- Other info: Enjoy a modern work environment with regular social events and a clear progression plan.
- Why this job: Join a dynamic team and make a real impact in the world of tax advisory.
- Qualifications: ATT/CTA qualified with strong personal tax experience and communication skills.
The predicted salary is between 51750 - 63250 £ per year.
Tax specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Assistant Manager to join their team in Bristol. Suited for a recently ATT/ CTA Qualified individual looking to progress their career with a firm which prides themselves on work/ life balance, career development, and the delivery of exceptional advisory services.
Working with a diverse client base including HNWIs, Directors, Partnerships, Trusts & Estates, involving a mixture of tax advisory, compliance, tax planning, and ad hoc advisory work. Fantastic remuneration and benefits package, private health insurance, option of WFH, lots of flexibility, and a progression plan (to Manager/ Senior Manager).
The Role:
- Managing a diverse portfolio of clients
- Preparation and review of Personal Tax returns
- Capital gains tax computations
- Inheritance tax
- Identifying tax planning opportunities
- Assisting the Partners & Senior Management with advisory work
- Reviewing the work of junior staff members
- Assisting with ad hoc tax projects
- Liaising with HMRC
- Dealing with client queries
Benefits Include:
- Personal progression plan
- Flexible Working hours
- Hybrid working arrangement
- 25 Days Holiday + BH
- The option to buy/ sell holidays
- Private Health insurance
- Cycle to work scheme
- Employee Assistance Programme
- Modern work environment
- Regular Social events
You:
- ATT Qualified/ CTA PQ/ Qualified/ ACA Qualified
- Strong Personal/ Private client tax experience within a practice environment
- Experience of managing a client portfolio (ideally)
- Personal tax compliance proficiency
- Strong communication skills
- UK Resident
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels.
We're Hiring: Private Client - Tax Senior / Assistant Manager in Cardiff employer: Taylor Rose Recruitment Ltd
Join a leading firm in Milton Keynes that prioritises work-life balance and employee growth, offering an excellent remuneration package alongside extensive benefits. With a focus on professional development, including a clear progression plan to managerial roles, this company fosters a supportive work culture where you can thrive while managing a diverse portfolio of clients. Enjoy the flexibility of hybrid working arrangements and generous holiday entitlements, making it an ideal place for ambitious ACA/ACCA qualified professionals looking to advance their careers.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land We're Hiring: Private Client - Tax Senior / Assistant Manager in Cardiff
✨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 Taylor Rose Recruitment Ltd, 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 We're Hiring: Private Client - Tax Senior / Assistant Manager in Cardiff
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 Taylor Rose Recruitment Ltd'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 Taylor Rose Recruitment Ltd. 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 Taylor Rose Recruitment Ltd!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨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 Taylor Rose Recruitment Ltd.
✨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 Taylor Rose Recruitment Ltd. It helps to show our commitment!
