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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 48000 - 84000 £ 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.
Contact Detail:
Cripps Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Make sure to highlight your experience with high net-worth individuals and complex tax issues during networking events. This will help you stand out as a candidate who understands the specific needs of the clientele you'll be managing.
✨Tip Number 2
Engage with professionals in the accountancy field through LinkedIn or local industry meetups. Building relationships with others in the sector can lead to referrals and insights about the firm’s culture and expectations.
✨Tip Number 3
Consider joining relevant professional groups or forums where tax professionals discuss current trends and challenges. This knowledge can be invaluable during interviews, showcasing your commitment to staying updated in the field.
✨Tip Number 4
Prepare to discuss your leadership style and mentoring experiences in detail. As this role involves leading a team, demonstrating your ability to develop junior staff will be crucial in making a strong impression.
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 client portfolio and deliver high-quality tax advice.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Personal Tax Senior Manager role and how your skills align with the responsibilities outlined in the job description. Mention your experience with CCH software and your ability to build strong client relationships.
Showcase Leadership Skills: Since the role involves leading and mentoring a team, provide examples of your leadership experience. Highlight any instances where you have trained or supported junior team members in delivering tax services.
Prepare for Interviews: If invited for an interview, be ready to discuss complex tax issues and how you would approach advising clients on inheritance tax, capital gains tax, and income tax planning. Prepare questions that demonstrate your interest in the firm's tax strategy and growth.
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 a Personal Tax Senior Manager, you'll be leading a team. Share instances where you've mentored or trained junior staff, and explain how you foster a collaborative environment to ensure high-quality service delivery.
✨Build Rapport with Clients
Since this role is client-facing, practice how you would establish strong relationships with clients. Prepare to discuss your approach to understanding their individual circumstances and financial goals, and how you tailor your advice accordingly.
✨Prepare for Technical Questions
Expect questions that test your knowledge of personal tax software, particularly CCH. Brush up on your technical skills and be ready to explain how you use these tools to prepare and review complex tax returns.
