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For Companies At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide tax planning advice.
- Company: Join a leading firm in Peterborough known for its entrepreneurial spirit.
- Benefits: Enjoy flexible working, private medical insurance, and a generous bonus package.
- Why this job: Perfect for those seeking career growth with a great work-life balance and supportive culture.
- Qualifications: CTA qualified preferred; ATT also considered with relevant experience.
- Other info: Part-time options available; excellent transport links and social events.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
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.
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 delivery of exceptional advisory services.
Working with an interesting client portfolio involving a mixture of advisory, compliance, tax planning, and ad hoc project work (the compliance and advisory split can be tailored to the individual).
Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and hybrid/ flexible working (WFH up to 3 days per week).
The Role
- Assisting in managing a diverse private client tax portfolio (HNWIs, Directors, Trusts & Estates)
- Identifying tax planning opportunities
- Review of tax compliance
- Tax planning
- 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
Benefits Include
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- Progression Plan
- Private Medical Insurance
- Flexible Working (core hours 10am – 4pm)
- Option to Buy/ Sell Holiday
- Part time considered
- Generous Pension
- Cycle to work scheme
- Social events
You
- CTA Qualified
- CTA PQ/ ATT also considered
- Ideally experience of working with HNWIs
- Significant private client/ personal tax expertise
- Excellent 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. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
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Private Client Tax Assistant Manager 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
✨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 boost your confidence during 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 provide strategic advice will set you apart from other candidates.
✨Tip Number 4
Showcase your mentoring skills by discussing any experience you have in training or supporting junior staff. This is particularly important for the role, as building strong relationships and fostering team development are key aspects of the position.
We think you need these skills to ace Private Client Tax Assistant Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ATT/CTA credentials. Emphasise any experience you have 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 how you've identified tax planning opportunities or successfully delivered projects.
Highlight Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application of how you've built strong client relationships or mentored junior staff in previous positions.
Showcase Flexibility and Work-Life Balance: Mention your adaptability and willingness to embrace flexible working arrangements. This aligns with the company's values and shows that you're a good fit for their culture.
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 Strong Communication Skills
As a Private Client Tax Assistant Manager, you'll need to communicate complex tax concepts clearly. Practice explaining tax strategies in simple terms, and be ready to showcase your ability to build strong client relationships during the interview.
✨Highlight Your Mentoring Experience
Since the role involves mentoring junior staff, think of examples where you've supported or guided others in their professional development. Share how you approach mentoring and the positive outcomes that resulted from your guidance.
✨Prepare Questions About Work-Life Balance
Given the emphasis on work-life balance in this role, prepare thoughtful questions about the company's culture and flexibility. This shows your interest in maintaining a healthy work-life balance while being committed to your professional responsibilities.
