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- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Join a progressive firm in Central Bristol with a focus on entrepreneurial clients.
- Benefits: Enjoy flexible working, private medical insurance, and a personal progression plan.
- Why this job: This role offers a chance to grow towards Tax Director while mentoring junior staff.
- Qualifications: CTA qualified individuals with experience in private client tax are preferred.
- Other info: Part-time options available; great transport links and social events included.
The predicted salary is between 48000 - 72000 £ per year.
Tax Specialists Taylor Rose Recruitment has been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm in Central Bristol. Perfect for a CTA qualified individual looking for the next step up in their career towards becoming Tax Director.
Working with an entrepreneurial client portfolio (including HNWIs, Business Owners, Trusts & Estates) involving a mixture of compliance, tax planning, advisory and ad hoc advisory work. Fantastic remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Tax planning
- Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Client meetings
- Building strong client relationships
You:
- CTA Qualified
- STEP also beneficial
- CTA PQ/ ATT also considered
- Ideally experience of working with HNWIs & Business Owners
- Significant private client/ personal tax expertise
- Excellent communication & management skills
- UK Resident
Benefits:
- Personal Progression Plan to Director
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- Private Medical Insurance
- Flexible Working (core hours 10am - 4pm)
- Option to Buy/ Sell Holiday
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Social events
If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals (HNWIs) and business owners. Attend relevant events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting private clients. Being well-informed will not only help you in interviews but also demonstrate your commitment to staying ahead in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed tax portfolios or provided advisory services in the past. Highlighting your experience with compliance and tax planning will show that you're ready for the responsibilities of a Senior Manager.
✨Tip Number 4
Research the firm’s culture and values to tailor your approach during interviews. Understanding their focus on flexibility and personal progression can help you align your answers with what they are looking for in a candidate.
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualifications and relevant experience in private client tax. Emphasise your work with HNWIs and business owners, as well as any specific tax planning or compliance projects you've managed.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax advisory work and your ability to build strong client relationships. Mention your management skills and how you can contribute to mentoring junior staff.
Highlight Relevant Experience: In your application, focus on your significant private client and personal tax expertise. Provide examples of how you've identified tax planning opportunities and successfully delivered ad hoc tax projects.
Showcase Your Soft Skills: Since excellent communication and management skills are crucial for this role, include examples of how you've effectively communicated complex tax issues to clients and led teams in previous positions.
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Showcase Your Tax Expertise
Make sure to highlight your experience with high-net-worth individuals and business owners. Discuss specific cases where you've successfully managed tax compliance and planning, as this will demonstrate your capability to handle the diverse portfolio expected in this role.
✨Prepare for Technical Questions
Expect questions related to Capital Gains, Trusts & Estates, and Inheritance Tax. Brush up on these topics and be ready to discuss your approach to tax planning and advisory work, as well as any recent changes in tax legislation that may impact your clients.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll be expected to mentor junior staff and manage projects. Be prepared to share examples of how you've led teams or projects in the past, showcasing your management skills and ability to build strong client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, client base, and growth opportunities. This not only shows your interest in the role but also helps you assess if the firm aligns with your career goals and values.
