The Private Client Team of this firm provides high level consulting and advanced tax planning strategies to a vast client base of entrepreneurial HNWIs. The firm is fast growing and offers an assistant manager an excellent opportunity to develop their career and professional growth with the firm. The nature of the work will be extremely consultative and the role will offer plenty client facing opportunities. You will gain the experience of developing strong client relations, identifying opportunities and managing the delivery of tax and other ad-hoc projects.
Key aspects of the role:
- Take ownership of specialist assignments as designated (IHT/Wills, CGT planning etc), undertaking the work and producing complete reports in line with client brief.
- Review smaller assignments undertaken by PCT assistants, provide coaching and address outstanding issues in order to facilitate hot file reviews by the PCT manager.
- Develop strong working relationships with allocated clients through assignments and regular contact in order to identify additional support or services appropriate to their circumstances and introduce to other specialists within the group where necessary.
- Determine scope and budget on allocated clients/assignments.
- Identify and document ways to improve tax assignments in future.
- Coach and support more junior team members to ensure The Firm’s quality standards are consistently achieved or exceeded.
Experience:
- CTA (or equivalent) and ongoing CPD
- Previous experience in tax environment, exposed to range of complex assignments or able to demonstrate equivalent knowledge, experience and competency has been gained.
Interpersonal:
- Client focus
- Initiative
- Self Development
- Attention to quality
- Commercial awareness
- Teamwork
- People development
- Management control
- Solution focused
- Risk awareness
Technical:
- Income tax (advanced knowledge)
- IHT and CGT (advanced knowledge)
- Technical knowledge of tax based financial products to recognise opportunities to involve specialists and assist in implementation thereof
Benefits:
In addition to a competitive salary The Firm offers, 4 x salary life assurance, Group Income Protection and Pension schemes.
Creative Tax Recruitment offers you 100s of UK tax jobs in addition to tax vacancies in Europe, Far East and the Southern Hemisphere. Contact us to discuss your ideal tax career.
