At a Glance
- Tasks: Support private client tax advisory for high-net-worth individuals and trusts.
- Company: Established Midlands accountancy firm with a global professional network.
- Benefits: Flexible seniority, career development, and exposure to complex planning work.
- Other info: Join a growing team with significant advisory work and excellent career growth.
- Why this job: Deepen your advisory expertise while working with experienced professionals.
- Qualifications: Experience in private client tax and advising high-net-worth individuals.
The predicted salary is between 36000 - 60000 £ per year.
Seniority can be flexible for the right candidate with strong private client advisory experience. Join a growing private client advisory team within a well-established Midlands accountancy and advisory firm advising entrepreneurs, directors, shareholders and high-net-worth individuals.
With a significant flow of advisory work already being generated within the private client team, this role offers the opportunity to work closely with an experienced Private Client Director on complex planning work while continuing to deepen your advisory expertise. This is an opportunity for a private client specialist who already has advisory experience and wants to further develop their capability advising high-net-worth individuals, family businesses and trusts.
Why this firm
This well-established Midlands advisory and accountancy firm supports entrepreneurs, owner-managed businesses and high-net-worth individuals across the region. As part of a globally recognised professional network, the firm combines strong regional relationships with international reach. Private client advisory is a key part of the firm's offering. An experienced Private Client Director is generating significant advisory work across the region, creating the need for an additional specialist to support complex planning engagements and further strengthen the advisory capability within the team.
You will gain exposure to a wide range of client situations involving high-net-worth individuals, directors, shareholders and trusts while working closely with experienced advisers across the business.
What you’ll be doing
- Supporting private client tax advisory work for high-net-worth individuals, entrepreneurs and trusts
- Supporting and delivering tax planning work across wealth structuring, succession and estate planning matters
- Building trusted relationships with clients and supporting partners on complex advisory engagements
- Collaborating with colleagues across the firm to deliver joined-up advisory solutions
What you’ll bring
- Experience working in private client tax within a UK accountancy practice
- Demonstrable experience supporting private client advisory work
- Experience advising high-net-worth individuals, directors or family businesses
- CTA qualified or working towards qualification
Apply now for a confidential conversation with Walker Lovell.
Private Client Tax Assistant Manager employer: Walker Lovell
Walker Lovell is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. With a strong emphasis on professional development, employees are encouraged to grow their skills through hands-on experience and mentorship, making it an ideal environment for those looking to advance their careers in forensic accounting. The company also values work-life balance and provides competitive benefits, ensuring that team members feel supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Assistant Manager
✨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 Walker Lovell, 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
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 Walker Lovell'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 Walker Lovell. 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 Walker Lovell!
How to prepare for a job interview at Walker Lovell
✨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 Walker Lovell.
✨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 Walker Lovell. It helps to show our commitment!
