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- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- Company: Join a progressive accountancy practice in Coventry with a focus on growth.
- Benefits: Enjoy hybrid working, flexible benefits, and potential for higher salary negotiations.
- Why this job: Be client-facing, build relationships, and elevate the firm's market presence.
- Qualifications: Must be ACA/ACCA/CTA qualified with significant private client tax experience.
- Other info: Open to applications at Director level; mentoring opportunities available.
The predicted salary is between 43200 - 72000 £ per year.
We have a Personal Tax Senior Manager opportunity with a progressive accountancy practice in Coventry, to support the increased capacity within the team due to business growth. This role can offer hybrid working with three days in the office and a broad range of flexible benefits.
Whilst advertised as a Senior Manager, the firm is open to applications at Director level and those seeking an equity position, in this case a higher salary than that advertised would be negotiable.
This role will provide strategic support to the Personal Tax Partner and manage a diverse portfolio of private clients, providing expert tax and compliance services. Acting as the escalation point for the Personal Tax Manager, this role facilitates the efficient delivery of tax services for clients, resolution of complex tax matters and delivery of tax structuring advice.
Primarily client-facing, this role requires the ability to establish strong client relationships, develop new business and contribute towards elevating the firm’s presence in the marketplace.
Reporting to Directors, as Personal Tax Senior Manager your responsibilities will include:
- Managing a client portfolio, including high net-worth individuals, business owners and trusts
- Advising clients on a wide range of tax issues, including inheritance tax, capital gains tax and income tax planning
- Providing tailored tax planning advice to clients, considering their individual circumstances and financial goals
- Leading and mentoring the Personal Tax team, providing guidance, training and support to ensure the delivery of high-quality services
- Contributing to the development and implementation of the firm’s tax strategy
- Networking, collaborating with other departments, leading client meetings and overseeing the technical development of the team
- Mitigating risk for both the firm and clients and overseeing the preparation and review of complex tax returns on CCH software
Staff responsibilities - Personal Tax Manager (direct), Personal Tax Seniors and Semi-Seniors (indirect)
Please do apply for this Personal Tax Senior Manager role if you can satisfy the following:
- ACA/ACCA/CTA qualified or equivalent
- STEP Probate practitioner would be desirable
- Significant private client tax experience gained within a UK accountancy practice environment
- Proven track record of managing a diverse client portfolio and delivering high-quality tax advice
- Personal tax software experience, particularly CCH
- Ability to build strong client relationships and explain complex tax issues to clients
- Ability to mentor and develop junior team members
- Excellent communication skills
Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a graduate visa.
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
Personal Tax Senior Manager employer: Cripps Recruitment
Contact Detail:
Cripps Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who specialise in personal tax. Attend industry events or webinars to connect with potential colleagues and clients, which can help you stand out as a candidate.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and compliance requirements in the UK. Being well-versed in current tax issues will not only boost your confidence but also demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss your experience managing diverse client portfolios. Be ready to share specific examples of how you've successfully navigated complex tax matters and provided tailored advice to high net-worth individuals.
✨Tip Number 4
Showcase your leadership skills by discussing any mentoring or training experiences you've had with junior team members. Highlighting your ability to develop talent within a team can set you apart from other candidates.
We think you need these skills to ace Personal Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA/CTA qualifications and relevant private client tax experience. Emphasise your ability to manage a diverse portfolio and deliver high-quality tax advice, as these are key requirements for the role.
Craft a Compelling Cover Letter: In your cover letter, address how your experience aligns with the responsibilities of the Personal Tax Senior Manager position. Mention specific examples of how you've built strong client relationships and resolved complex tax matters in previous roles.
Showcase Leadership Skills: Since the role involves leading and mentoring a team, include examples of your leadership experience. Highlight any training or guidance you've provided to junior team members, as well as your ability to contribute to a firm's tax strategy.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Cripps Recruitment
✨Showcase Your Tax Expertise
Be prepared to discuss your experience with various tax issues, especially inheritance tax, capital gains tax, and income tax planning. Highlight specific examples where you've successfully advised clients or resolved complex tax matters.
✨Demonstrate Leadership Skills
As this role involves mentoring junior team members, be ready to share your experiences in leading teams. Discuss how you've supported and developed others in previous roles, and your approach to fostering a collaborative environment.
✨Build Rapport with Clients
Since the position is client-facing, practice how you would establish strong relationships with clients. Think of ways to communicate complex tax issues clearly and effectively, ensuring clients feel understood and valued.
✨Prepare for Strategic Discussions
Understand the firm's tax strategy and be ready to discuss how you can contribute to its development and implementation. Show that you are proactive in identifying opportunities for business growth and enhancing the firm's market presence.
