At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and lead advisory projects.
- Company: Join a respected and growing accountancy practice in Surrey.
- Benefits: Competitive salary, flexible working, and ongoing professional development.
- Other info: Collaborative environment with excellent career progression opportunities.
- Why this job: Make a real impact while working with complex tax matters and high-profile clients.
- Qualifications: ATT/CTA qualified with strong private client tax experience.
Location: Surrey
Employment Type: Permanent, Full Time
Sector: Accountancy Practice / Private Client Tax
TPF Recruitment is delighted to be supporting a highly regarded and growing accountancy practice that is looking to recruit a Private Client Tax Assistant Manager to join its expanding tax team. This is an excellent opportunity for an experienced private client tax professional to take ownership of a varied portfolio while working closely with high-net-worth individuals, business owners and complex private clients. The role offers a strong blend of compliance and advisory work alongside team leadership responsibilities and genuine progression opportunities.
The Role
As a Private Client Tax Assistant Manager, you will manage your own portfolio of private clients while supporting the wider team through reviewing work, mentoring junior staff and delivering advisory projects. This is a highly client-facing role requiring strong technical expertise alongside excellent communication and relationship management skills.
Key responsibilities will include:
- Managing a varied portfolio of private clients, including high-net-worth individuals, partnerships and property owners
- Acting as the primary point of contact for clients and professional advisors
- Preparing and reviewing self-assessment tax returns and tax computations
- Reviewing work prepared by junior members of the team and providing coaching and technical support
- Delivering advisory work across areas such as capital gains tax, inheritance tax, trusts, incorporations and EIS/VCT/SEIS planning
- Supporting clients with residence, domicile and international tax matters
- Handling HMRC enquiries, settlements and correspondence
- Assisting with client meetings and presenting technical matters clearly to non-tax specialists
- Managing WIP, billing and portfolio profitability
- Supporting business development activities and identifying opportunities to add value to clients
The Ideal Candidate
The successful candidate will likely have:
- ATT and/or CTA qualification
- Strong experience within private client tax in a UK accountancy practice
- Excellent technical knowledge across UK personal tax compliance and advisory work
- Experience advising high-net-worth individuals, owner-managed businesses and complex private clients
- Exposure to trusts, CGT, IHT and international tax matters
- Proven experience reviewing work and mentoring junior staff
- Strong communication and client relationship management skills
- Commercial awareness with experience managing fees, WIP and identifying advisory opportunities
- The ability to manage multiple client matters effectively and work to deadlines
Benefits
What’s on Offer:
- Competitive salary dependent on experience
- Exposure to complex and interesting private client advisory work
- Strong progression opportunities within a growing tax team
- Supportive and collaborative working environment
- Ongoing professional development and technical training
- Flexible working arrangements where appropriate
For a confidential conversation about this opportunity, or other accountancy practice roles, please reach out to Kourtney Luckett.
Refer a Friend...
We’re keen to remain the leading provider of top accountancy talent in the South East. To do this, we’re always looking to expand our network, and we know that great candidates like you can help us connect with other brilliant professionals. If your friends, family or colleagues are considering a new opportunity and have relevant experience in accountancy or tax, we’d love to speak with them. As a thank you, for every candidate you refer who we successfully place in a permanent role, we will give you £200 in Love2Shop vouchers. (Terms & Conditions apply)
Private Client Tax Assistant Manager in Guildford employer: TPF Recruitment
Join a highly regarded and growing accountancy practice in Surrey as a Private Client Tax Assistant Manager, where you will enjoy a supportive and collaborative work environment that fosters professional development. With a focus on complex and interesting private client advisory work, this role offers strong progression opportunities and the chance to mentor junior staff while managing a varied portfolio of high-net-worth individuals. Embrace flexible working arrangements and be part of a team that values your expertise and contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager in Guildford
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Assistant Manager role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to impress someone. Prepare a quick summary of your experience and what makes you a great fit for the role. Keep it concise and engaging – you want to leave them wanting to know more!
✨Tip Number 3
Show off your expertise! When you get the chance to chat with potential employers, be ready to discuss your knowledge of UK personal tax compliance and advisory work. Share examples of how you've helped clients in the past – it’ll make you stand out from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, we’re always here to support you on your journey to becoming a Private Client Tax Assistant Manager.
We think you need these skills to ace Private Client Tax Assistant Manager in Guildford
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 high-net-worth individuals and any relevant qualifications like ATT or CTA. 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 and how you can add value to our team. Be sure to mention any specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Communication Skills:Since this role is highly client-facing, it's crucial to demonstrate your excellent communication skills. In your application, give examples of how you've effectively managed client relationships or presented complex tax matters to non-specialists.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK personal tax compliance and advisory work. Be ready to discuss specific areas like capital gains tax, inheritance tax, and trusts, as these are crucial for the role.
✨Showcase Your Client Management Skills
Since this role is highly client-facing, prepare examples of how you've successfully managed relationships with high-net-worth individuals or complex private clients. Highlight your communication skills and ability to present technical matters clearly.
✨Demonstrate Leadership Experience
Be prepared to talk about your experience in mentoring junior staff and reviewing their work. Share specific instances where you provided coaching or support, as this will show your capability to lead within the team.
✨Prepare for Technical Questions
Expect questions that test your technical expertise, especially around handling HMRC enquiries and managing WIP. Practise articulating your thought process and approach to problem-solving in these scenarios.
