At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver expert tax advice.
- Company: Join a respected and growing accountancy practice in Surrey.
- Benefits: Competitive salary, flexible working, and strong career progression opportunities.
- Other info: Collaborative team culture with ongoing professional development.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: ATT/CTA qualified with experience in private client tax and excellent communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Job Opportunity: Private Client Tax Assistant Manager
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
Requirements
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
Private Client Tax Assistant Manager or Manager in Guildford employer: TPF Recruitment
Join a highly regarded and growing accountancy practice in Surrey, where you will have the opportunity to manage a diverse portfolio of high-net-worth clients while enjoying a supportive and collaborative work environment. With strong progression opportunities, ongoing professional development, and flexible working arrangements, this role offers a meaningful career path for private client tax professionals looking to make a significant impact.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager or Manager in Guildford
✨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 or Manager in Guildford
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!
