Private Client Tax Assistant Manager
Private Client Tax Assistant Manager

Private Client Tax Assistant Manager

Peterborough Full-Time 55000 Β£ / year No home office possible
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At a Glance

  • Tasks: Manage a diverse private client tax portfolio and provide expert advice.
  • Company: Join a leading firm in Peterborough known for its entrepreneurial spirit.
  • Benefits: Enjoy flexible working, private medical insurance, and generous bonuses.
  • Why this job: Perfect for those seeking career growth with a great work-life balance.
  • Qualifications: CTA qualified or ATT considered, with experience in personal tax.
  • Other info: Part-time options available; social events to connect with colleagues.

Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Assistant Manager opportunity on behalf of our client, a leading firm in Peterborough.

Ensure all your application information is up to date and in order before applying for this opportunity.

Perfect for a CTA qualified individual looking to progress their career with a firm who pride themselves on work/ life balance, career development, and the xiskglj delivery of exceptional advisory services.

Working with an interesting cli…

Private Client Tax Assistant Manager employer: Taylor Rose Recruitment Ltd

Join a leading firm in Peterborough that prioritises work-life balance and offers an impressive array of benefits, including a generous remuneration package, private medical insurance, and flexible working options. With a focus on personal growth and development, this role provides the opportunity to manage a diverse private client tax portfolio while mentoring junior staff, all within a supportive and entrepreneurial work culture that values strong client relationships and professional advancement.
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Contact Detail:

Taylor Rose Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Assistant Manager

✨Tip Number 1

Network with professionals in the tax industry, especially those who work with high-net-worth individuals (HNWIs). Attend relevant events or webinars to connect with potential colleagues and learn more about the specific challenges and opportunities in private client tax.

✨Tip Number 2

Familiarise yourself with the latest tax legislation and trends affecting private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.

✨Tip Number 3

Prepare to discuss your experience in managing diverse tax portfolios and any specific projects you've led. Highlighting your ability to identify tax planning opportunities and mentor junior staff will set you apart from other candidates.

✨Tip Number 4

Showcase your communication skills by practising how you would explain complex tax concepts to clients. Being able to convey information clearly and effectively is crucial in building strong client relationships, which is a key aspect of this role.

We think you need these skills to ace Private Client Tax Assistant Manager

ATT/CTA Qualification
Private Client Tax Expertise
Tax Compliance Knowledge
Tax Planning Skills
Capital Gains Tax Knowledge
Inheritance Tax Knowledge
Advisory Skills
Project Management
Client Relationship Management
Mentoring and Coaching
Excellent Communication Skills
Attention to Detail
Analytical Skills
Problem-Solving Skills
Flexibility and Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ATT/CTA credentials. Emphasise any relevant experience with high-net-worth individuals and your expertise in private client tax.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work and your ability to manage diverse portfolios. Mention specific examples of tax planning opportunities you've identified or projects you've successfully delivered.

Highlight Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application of how you've effectively communicated complex tax issues to clients or mentored junior staff.

Showcase Flexibility and Work-Life Balance: Given the emphasis on work-life balance and flexible working arrangements, mention your adaptability and how you manage your time effectively, especially if you're considering part-time options.

How to prepare for a job interview at Taylor Rose Recruitment Ltd

✨Showcase Your Tax Knowledge

Make sure to brush up on your knowledge of tax compliance, planning, and advisory services. Be prepared to discuss specific cases or scenarios where you've successfully identified tax planning opportunities or managed compliance for high-net-worth individuals.

✨Demonstrate Communication Skills

As this role involves building strong client relationships, practice articulating complex tax concepts in a clear and concise manner. Think about examples where you've effectively communicated with clients or mentored junior staff.

✨Highlight Your Experience with HNWIs

If you have experience working with high-net-worth individuals, be ready to share relevant examples. Discuss how you tailored your approach to meet their unique needs and the outcomes of your strategies.

✨Prepare Questions About the Role

Show your interest in the position by preparing thoughtful questions about the firm's approach to private client tax work, the team dynamics, and opportunities for professional development. This demonstrates your enthusiasm and commitment to the role.

Private Client Tax Assistant Manager
Taylor Rose Recruitment Ltd
Location: Peterborough

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