At a Glance
- Tasks: Manage a diverse client portfolio and provide expert tax advice.
- Company: Join a top independent accountancy firm with a collaborative culture in London.
- Benefits: Enjoy 26 days annual leave, flexible working, and private medical insurance.
- Why this job: Develop your skills in a supportive environment while working with high-net-worth clients.
- Qualifications: Must be CTA or ACA qualified with over 7 years of personal tax experience.
- Other info: Opportunity to train junior team members and build strong client relationships.
The predicted salary is between 43200 - 72000 £ per year.
Are you a CTA qualified Personal Tax Manager/Senior Manager seeking an advisory-focused role with an independent firm in Central or North West London? Our client is one of London’s leading independent accountancy firms with modern offices and a supportive, collaborative culture. With a background predominantly focused on OMB clients, the firm has also developed support for listed entities and large consolidated groups, having won clients from the Big 4 and Top 20. The firm is a member of a large global accounting network, providing the client base with a strong international dimension. The firm’s Partners work closely with the team and trust them to liaise directly with clients early in their careers. If you are looking to join a firm that will develop your commercial and advisory skills, this is a great opportunity.
Tax Manager/Senior Manager responsibilities include:
- Managing a portfolio of clients including individuals, sole traders, partnerships, and trusts
- Dealing with high-net-worth individuals
- Inheritance tax and lifetime planning
- Advising on reliefs such as BPR
- Shares schemes such as EMI and CSOP and their implementation
- Treatment of expenditure for corporation tax purposes
- Capital allowances and the use of allowances such as the Annual Investment Allowance
- Stamp Duty Land Tax and ATED, as well as the available reliefs from these taxes
- Income tax, capital gains tax, and inheritance tax planning for non-UK domiciled individuals
- Income tax reliefs such as loss relief and pension relief
- Identifying and developing new business opportunities using existing relationships or building new ones
- Training junior team members
As a Tax Manager/Senior Manager, you will be/have:
- CTA or ACA (and STEP) qualified
- Over 7 years’ personal tax experience
- Experience managing a large, varied client portfolio including directors of owner-managed businesses, property clients, HNWIs, landed estates, non-UK domiciled and non-resident clients
- Extensive personal tax advisory experience
- Experience working with complex clients and managing client relationships
- Experience managing a team
In return, as a Tax Manager/Senior Manager, you will receive:
- 26 days annual leave plus bank holidays
- Flexible working arrangements
- Private medical insurance
If you are seeking Tax Manager or Senior Manager roles in London, contact Austin Rose, the Public Practice Recruitment Specialists.
Tax Manager or Senior Manager in London) employer: Austin Rose Associates Limited
Contact Detail:
Austin Rose Associates Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager or Senior Manager in London)
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work with OMB clients or have experience in high-net-worth individual taxation. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and reliefs relevant to the role, such as BPR and EMI schemes. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss your experience managing a diverse client portfolio during the interview. Highlight specific examples of how you’ve successfully navigated complex tax situations or built strong client relationships, as this will showcase your suitability for the role.
✨Tip Number 4
Research the firm’s recent achievements and their approach to client service. This knowledge will help you tailor your conversation during interviews and show that you’re genuinely interested in contributing to their success.
We think you need these skills to ace Tax Manager or Senior Manager in London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA or ACA qualifications and relevant personal tax experience. Focus on your achievements in managing client portfolios, particularly with high-net-worth individuals and complex clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the advisory-focused role and mention specific experiences that align with the responsibilities listed in the job description, such as dealing with inheritance tax and capital allowances.
Showcase Your Team Management Skills: Since the role involves training junior team members, include examples of your leadership experience. Highlight any mentoring or training roles you've had in previous positions to demonstrate your capability.
Highlight Business Development Experience: The firm is looking for someone who can identify and develop new business opportunities. Include any relevant experiences where you successfully built client relationships or expanded a client portfolio.
How to prepare for a job interview at Austin Rose Associates Limited
✨Showcase Your CTA/ACA Qualifications
Make sure to highlight your CTA or ACA qualifications during the interview. Discuss how your training has equipped you with the necessary skills to handle complex tax issues and manage a diverse client portfolio.
✨Demonstrate Your Advisory Experience
Prepare examples of your personal tax advisory experience, especially with high-net-worth individuals and complex clients. Be ready to discuss specific cases where you've successfully advised on inheritance tax, capital allowances, or other relevant areas.
✨Emphasise Team Management Skills
Since the role involves managing a team, be prepared to talk about your experience in training and mentoring junior team members. Share examples of how you've fostered a collaborative environment and helped others develop their skills.
✨Discuss Business Development Strategies
The firm values new business opportunities, so come prepared with ideas on how to leverage existing relationships or build new ones. Discuss any past successes in developing client relationships that led to increased business.