At a Glance
- Tasks: Manage a diverse portfolio of private clients and deliver high-quality tax compliance and advisory projects.
- Company: Join a forward-thinking accountancy practice focused on growth and client relationships.
- Benefits: Enjoy competitive salary, flexible working, generous leave, and comprehensive benefits.
- Other info: Collaborative culture with clear career progression and opportunities for professional development.
- Why this job: Take your career to the next level while making a real impact in client advisory.
- Qualifications: CTA/ATT qualified or experienced, with strong private client tax knowledge and communication skills.
This is an excellent opportunity for an experienced Private Client Tax professional looking to take the next step in their career within a growing and forward thinking accountancy practice. You will take ownership of a diverse portfolio of private clients, delivering high quality personal tax compliance alongside a range of advisory projects. Working closely with Partners, Directors and colleagues across the wider firm, you will play an important role in building trusted client relationships, identifying advisory opportunities and delivering an exceptional client experience. As an Assistant Manager, you will also provide technical guidance and day to day support to more junior members of the team, giving you the opportunity to further develop your leadership skills while gaining exposure to larger and more complex advisory assignments.
Key Responsibilities
- Manage a varied portfolio of private clients, acting as a trusted advisor and key point of contact.
- Deliver high quality personal tax compliance across your client portfolio.
- Contribute to a range of private client tax advisory projects.
- Identify advisory opportunities within your portfolio by developing strong, long term client relationships.
- Support one off compliance and advisory assignments as required.
- Attend client meetings and play an active role in relationship and workflow management.
- Maintain up to date technical knowledge through training, research and monitoring changes in legislation and HMRC policy.
- Ensure all client work is completed within agreed budgets and to the firm's required standards.
Client Relationships & Business Development
- Develop strong, long term relationships with private clients and become a trusted point of contact.
- Identify opportunities to provide additional advisory support across private client tax and the wider firm's service offering.
- Build strong internal relationships with Partners and Directors across different service lines.
- Liaise with internal teams to ensure a joined up and high quality service for clients.
- Contribute to the continued growth and development of the private client tax offering.
Leadership & Development
- Supervise junior members of the team involved in delivering private client tax work.
- Review work and provide constructive feedback to support the development of junior colleagues.
- Provide technical guidance and day to day support to the wider team.
- Contribute to a collaborative and supportive team culture.
- Take increasing responsibility for more complex client work as your experience develops.
Workflow & Commercial Management
- Manage your portfolio effectively to ensure key deadlines are achieved.
- Monitor work in progress and manage client billing effectively.
- Work within agreed budgets and ensure scope is managed appropriately.
- Maintain high standards of compliance and internal processes across your portfolio.
Requirements
- CTA and/or ATT qualified, or qualified by experience.
- Strong private client tax compliance knowledge with relevant advisory experience.
- Previous experience managing a portfolio of private clients.
- Excellent communication skills with the ability to build strong, trusted client relationships.
- Proactive, organised and detail focused, with good commercial awareness.
- Experience reviewing work and supporting or supervising junior members of a team.
- Strong technical knowledge and a commitment to keeping up to date with changes in tax legislation and HMRC policy.
- A collaborative approach with the confidence to work closely with Partners, Directors and colleagues across the wider practice.
- Experience in, or an interest in, the agricultural sector would be advantageous.
Benefits
- Competitive salary and comprehensive benefits package.
- Hybrid and flexible working arrangements.
- Generous annual leave entitlement plus bank holidays, with the option to purchase additional holiday.
- Contributory pension scheme and life assurance.
- Private medical and critical illness insurance.
- Health cash plan and income protection.
- Employee assistance and wellbeing support.
- Access to a wide range of employee discounts and rewards.
- Clear and structured career progression opportunities.
- Ongoing technical, professional and leadership development.
- Access to internal and external training courses.
- Family friendly and inclusive working environment.
- Opportunities to support charitable causes and volunteering initiatives.
- Cycle to work and other flexible travel benefits.
Private Client Tax Assistant Manager in Chichester employer: TPF Recruitment
Join a highly reputable firm of chartered accountants in Sidcup, where you will benefit from a flexible work environment and a strong focus on employee growth. With excellent client exposure and a commitment to career progression, this is an ideal opportunity for those seeking meaningful and rewarding employment in one of Kent's leading accountancy practices.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Chichester
✨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 TPF Recruitment, 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 Private Client Tax Assistant Manager in Chichester
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 TPF Recruitment'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 TPF Recruitment. 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 TPF Recruitment!
How to prepare for a job interview at TPF Recruitment
✨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 TPF Recruitment.
✨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 TPF Recruitment. It helps to show our commitment!
