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For Companies At a Glance
- Tasks: Manage a portfolio of private clients and ensure high-quality compliance work.
- Company: A respected independent tax and advisory firm in Surrey.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity for career growth in a dynamic and supportive team.
- Why this job: Take ownership of client portfolios and gain exposure to complex advisory work.
- Qualifications: Experience in tax compliance and strong team collaboration skills.
The predicted salary is between 45000 - 55000 £ per year.
TPF Recruitment are representing a highly regarded, independent tax and advisory firm based in Surrey, who are looking to appoint a Private Client Tax Assistant Manager to join their growing team. This is an excellent opportunity for an ambitious tax professional to take ownership of a portfolio of clients while gaining exposure to more complex advisory work within a collaborative and forward thinking environment.
The Role
As a Private Client Tax Assistant Manager, you will be responsible for managing your own portfolio of clients, ensuring the timely delivery of high quality compliance work while supporting senior team members on more technical matters. You will also play a key role in reviewing work, supporting junior staff, and contributing to the continued development of the private client team.
Key Responsibilities
- Portfolio Management Compliance
- Manage a portfolio of private clients, including high net worth individuals, property investors, and internationally mobile individuals.
- Review and finalise personal tax returns and associated computations prepared by junior team members.
- Ensure all compliance deadlines are met and work is delivered accurately and efficiently.
- Handle client queries and provide a high standard of service on a day to day basis.
- Supervise and review the work of junior staff, providing guidance and support.
Private Client Tax - Assistant Manager in Surrey employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax - Assistant Manager in Surrey
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and advisory field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience managing client portfolios and your ability to handle complex compliance work. Make sure they see you as the go-to person for high net worth individuals.
✨Tip Number 3
Prepare for interviews by brushing up on technical knowledge. Be ready to discuss recent changes in tax legislation or share examples of how you've supported junior staff. This will show that you're not just a candidate, but a valuable asset to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications!
We think you need these skills to ace Private Client Tax - Assistant Manager in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Private Client Tax Assistant Manager role. Highlight your experience with portfolio management and compliance, as well as any exposure to advisory work.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've managed client portfolios and supported junior staff in previous roles. This is your chance to show your personality!
Showcase Your Technical Skills: Since the role involves reviewing work and handling client queries, make sure to mention any technical skills or software you’re familiar with. We want to see how you can contribute to our collaborative environment.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and compliance requirements, especially those relevant to high net worth individuals and property investors. Being able to discuss recent changes or trends in tax law will show that you're not just knowledgeable but also genuinely interested in the field.
✨Showcase Your Portfolio Management Skills
Prepare examples from your past experience where you've successfully managed a portfolio of clients. Highlight how you ensured compliance and delivered high-quality work. This will demonstrate your ability to take ownership and manage client relationships effectively.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Brush up on personal tax returns and computations, as well as any complex advisory scenarios you might face. Practising these scenarios can help you feel more confident when discussing them.
✨Emphasise Team Collaboration
Since this role involves supporting junior staff and collaborating with senior team members, be prepared to discuss your experience in mentoring or supervising others. Share specific examples of how you've contributed to team development and fostered a collaborative environment.