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For Companies At a Glance
- Tasks: Lead a team managing personal and trust tax compliance for diverse clients.
- Company: Join a leading accountancy practice in Worcester with a supportive culture.
- Benefits: Enjoy hybrid working, 25 days leave, and perks like an Electric Car Scheme.
- Why this job: This role offers career growth and the chance to make a real impact.
- Qualifications: Qualified CTA preferred; ACA or ATT with strong personal tax experience considered.
- Other info: Perfect for a proven Manager or high-performing Assistant Manager ready for the next step.
The predicted salary is between 48000 - 72000 £ per year.
Location: Worcester
Competitive Salary – Full-Time
About the Role
We are working on behalf of a leading accountancy practice in Worcester to recruit a Private Client Tax Manager, following continued business growth. This is an exciting opportunity for an experienced personal tax professional to join a dynamic and supportive firm in a leadership position within the Private Client Tax team.
As a Private Client Tax Manager, you will be responsible for overseeing personal and trust tax compliance for a diverse portfolio of clients. In addition to compliance, you will also be involved in advisory projects, helping clients minimise tax liabilities within the framework of current legislation. This position is ideal for a proven Manager or a high-performing Assistant Manager ready to take the next step.
Key Responsibilities:
- Manage and oversee a portfolio of private clients, ensuring accurate and timely delivery of personal and trust tax compliance services.
- Review self-assessment tax returns prepared by junior team members, ensuring quality standards before submission.
- Provide tailored tax planning and advisory services.
- Be a point of contact for complex client queries, delivering clear and proactive advice.
- Contribute to team development through supervision, technical guidance, and performance reviews.
- Liaise directly with HMRC and third parties when required on client matters.
- Ensure all work complies with relevant legislation, internal policies, and professional standards.
Requirements:
- Qualified CTA preferred; ACA or ATT considered with strong personal tax experience.
- Experience in private client tax within a UK accountancy practice.
- Ability to manage a client portfolio independently.
- Strong review skills and attention to detail.
- Excellent communication skills with the ability to explain complex tax issues in a clear, client-friendly manner.
- Proven ability to mentor and support junior colleagues.
About the Rewards:
- Hybrid and flexible working options - 3 days in office.
- 25 days annual leave, plus bank holidays.
- Career progression opportunities.
- Electric Car Scheme.
- Cycle to Work Scheme.
- Life Assurance.
- Flexible Holiday Purchase Scheme.
- Enhanced Family Pay – maternity, paternity, parental, and compassionate leave.
- Employee Assistance Programme – 24/7 confidential helpline and online support.
If you're an experienced personal tax specialist ready to step into a managerial role or already working at that level, this is a fantastic opportunity to join a growing team in a well-regarded practice.
Private Client Tax Manager employer: Four Squared
Contact Detail:
Four Squared Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who specialise in private client tax. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends and challenges in personal tax management.
✨Tip Number 2
Familiarise yourself with the specific tax compliance software and tools commonly used in the industry. Being proficient in these systems can give you an edge during interviews and demonstrate your readiness to hit the ground running.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully managed a client portfolio or resolved complex tax issues. This will showcase your problem-solving skills and ability to provide clear, proactive advice, which is crucial for the role.
✨Tip Number 4
Research the firm’s values and recent projects to tailor your conversations during interviews. Showing that you understand their approach to client service and team development can set you apart from other candidates.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax and any leadership roles you've held. Emphasise your qualifications, such as CTA, ACA, or ATT, and detail your specific achievements in managing client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax compliance and advisory services. Mention your ability to explain complex tax issues clearly and how you can contribute to the firm's growth and team development.
Highlight Relevant Experience: In your application, focus on your experience within a UK accountancy practice, particularly in private client tax. Provide examples of how you've successfully managed client queries and delivered tailored tax planning services.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your application is clear, concise, and free from typos, as attention to detail is crucial in this role.
How to prepare for a job interview at Four Squared
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax legislation and compliance requirements. Being able to discuss recent changes and how they impact personal tax will demonstrate your expertise and commitment to staying informed.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in the role. Be ready to discuss how you would handle complex queries or provide tailored tax planning advice, showcasing your problem-solving skills.
✨Highlight Leadership Experience
As a Private Client Tax Manager, you'll be expected to lead and mentor junior team members. Prepare examples of how you've successfully managed teams or projects in the past, focusing on your ability to guide and develop others.
✨Demonstrate Communication Skills
Since you'll need to explain complex tax issues clearly, practice articulating your thoughts on tax matters in a straightforward manner. Consider doing mock interviews with friends to refine your communication style.
