At a Glance
- Tasks: Manage a diverse portfolio of private clients and lead tax advisory projects.
- Company: Join UHY Hacker Young, a top 30 firm of Chartered Accountants in London.
- Benefits: Enjoy a competitive salary, study support, and 31 days holiday.
- Other info: Experience fast-track promotion opportunities and a dynamic working environment.
- Why this job: Be part of a people-first culture that values work-life balance and career growth.
- Qualifications: Ambitious individuals with a passion for tax and client service.
The predicted salary is between 36000 - 60000 £ per year.
Location: London
Department: Private Client Services
Contract type: Permanent
Are you a self-motivated, hardworking, ambitious person looking for your next challenge? If you are, and you’re looking to join a national operation with international reach, then we have a great role for you, based at our London office near Tower Bridge.
Our firm, UHY Hacker Young, is a Top 30 firm of Chartered Accountants based near Tower Hill in the City. We are ambitious professionals, united in our mission to be exceptional accountants and business advisers, delivering seamlessly integrated client service. Through our UHY network, we harness global intelligence and combine this with local presence and knowledge to share technical and commercial insight. We are a people-first business, and we recognise that you, and the rest of our team, are essential to deliver on our purpose of helping you prosper, whether you are a client, a member of our team, or part of our wider community. We want you to be challenged, to learn and grow while you’re with us, to have fun in the workplace, work with like-minded individuals, and deliver great services.
Are you looking to join a team that:
- believes in and delivers a culture of work-life balance, with a focus on wellbeing?
- provides a clear career framework and routes to progress?
- understands the importance of rewarding and retaining high calibre teams?
- delivered 20% growth in the last 12 months?
If so, we would love to hear from you.
Role overview: We are looking for an ambitious and driven Private Client Tax Assistant Manager to join our growing Private Client Tax team. This role offers the exciting opportunity to manage a well-established compliance portfolio while working closely with senior team members and partners on complex tax advisory projects. For the right candidate, this role offers direct client and external contact, as well as fast-track promotion opportunities based on merit.
Key Tasks and Responsibilities:
- Managing a portfolio of approximately 180 private clients, including high-net-worth individuals (HNWIs), non-domiciled individuals, LLPs, business owners, and partnerships.
- Supervising, mentoring, and reviewing the work of junior team members, ensuring the high-quality delivery of self-assessment tax returns and providing constructive feedback to support their development.
- Handling tax queries and acting as the primary point of contact for clients.
- Identifying tax planning opportunities and assisting in the delivery of advisory projects, including residency and domicile issues, capital gains tax planning, inheritance tax planning, and trust structuring.
- Managing complex HMRC investigations in regard to personal tax matters, businesses, and tax avoidance schemes, including drafting disclosures to HMRC under the WDF (Worldwide Disclosure Facility).
- Keeping up to date with changes in tax legislation and contributing to internal technical discussions.
Working arrangements:
- The working week: 35 hours per week (Monday-Friday) to be worked from 09:30-17:30 with occasional flexibility to meet specific work demands.
- Hybrid working policy with flexibility to meet specific work demands.
- Location: Your principal work base is our London Office.
At UHY it’s all about you – our benefits include a Study Package, including TOIL (Time off in Lieu) (TOIL up to AM, Study support only if agreed) and 31 days holiday (including bank holidays).
Private Client Services Assistant Manager employer: UHY Hacker Young Group
UHY Hacker Young is an exceptional employer located in the heart of London, offering a vibrant work culture that prioritises employee wellbeing and professional growth. With a commitment to work-life balance, clear career progression paths, and a supportive team environment, we empower our staff to thrive while delivering outstanding client services. Join us to be part of a dynamic firm that values ambition and fosters a collaborative spirit, all while enjoying the benefits of working in one of the world's most exciting cities.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Services Assistant Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to current employees at UHY Hacker Young. A friendly chat can sometimes lead to opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your skills and experiences that align with the Private Client Services role. Use specific examples from your past work to demonstrate how you can add value to their team.
✨Prepare for the Interview
Do your homework before the interview! Understand UHY Hacker Young’s values, recent achievements, and the specifics of the Private Client Services team. This will not only impress them but also help you tailor your answers to show you’re the perfect fit.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at UHY Hacker Young.
We think you need these skills to ace Private Client Services Assistant Manager
Some tips for your application 🫡
Show Your Ambition:When writing your application, let your ambition shine through! We want to see how driven you are and why you're excited about this role. Share your career goals and how they align with our mission at UHY Hacker Young.
Tailor Your CV:Make sure your CV is tailored to the Private Client Services Assistant Manager role. Highlight relevant experience, especially in managing client portfolios and tax advisory projects. We love seeing how your skills match what we’re looking for!
Be Personable:Remember, we’re a people-first business! Use your application to showcase your personality and how you work well with others. Mention any experiences where you’ve collaborated or mentored, as we value teamwork and development.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at UHY Hacker Young!
How to prepare for a job interview at UHY Hacker Young Group
✨Know Your Stuff
Make sure you brush up on the latest tax legislation and compliance requirements. Being able to discuss recent changes or trends in private client services will show that you're proactive and genuinely interested in the field.
✨Showcase Your People Skills
As a Private Client Services Assistant Manager, you'll be dealing with high-net-worth individuals and complex queries. Prepare examples of how you've successfully managed client relationships or resolved issues in the past to demonstrate your interpersonal skills.
✨Prepare for Technical Questions
Expect some technical questions related to tax planning and compliance. Review common scenarios you might face in the role, such as residency issues or capital gains tax planning, and be ready to discuss how you would approach them.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the team culture, growth opportunities, or specific challenges the firm is currently facing. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
