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- Tasks: Manage a portfolio of private clients and oversee tax compliance.
- Company: Join a well-established accountancy firm known for its collaborative culture.
- Benefits: Enjoy competitive salary, hybrid working, and clear progression pathways.
- Why this job: Thrive in a dynamic environment with opportunities to mentor and grow.
- Qualifications: Professionally qualified in tax with strong UK legislation knowledge.
- Other info: Experience with tax software is a plus; client-facing role with HNWIs.
The predicted salary is between 43200 - 72000 £ per year.
A well-established and highly regarded accountancy firm based in Milton Keynes is seeking a confident and experienced Private Client Tax Manager to join their growing tax team. This is a fantastic opportunity for a tax professional who thrives in a client-facing role and enjoys managing a portfolio of HNWIs, non-domiciled individuals, business owners, and trusts.
The firm is known for its approachable leadership team, collaborative culture, and strong focus on technical excellence. The successful candidate will be joining a dynamic environment with real scope for progression into a senior management position.
Key Responsibilities- Manage a portfolio of private clients, including HNWIs, entrepreneurs, directors, and trusts
- Review and oversee the preparation of Self-Assessment tax returns and related compliance matters
- Provide technical advice on residency and domicile, capital gains tax, inheritance tax, and trust planning
- Liaise directly with clients and HMRC on a regular basis, building long-term relationships
- Support and mentor junior members of the team, providing technical reviews and development support
- Identify tax planning opportunities and contribute to internal knowledge sharing
- Assist partners and senior team members on bespoke advisory projects as needed
- Professionally qualified - CTA, ATT, or ACA (or equivalent)
- Solid background in personal tax compliance and advisory within a UK accountancy firm
- Strong knowledge of UK tax legislation, with a focus on private client issues
- Confident communicator with excellent interpersonal skills and client-handling experience
- Able to manage deadlines and priorities in a fast-paced environment
- Experience with tax software (e.g. CCH, IRIS, Digita) is advantageous
Personal Tax Manager employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work in private client services. Attend local tax seminars or workshops in Milton Keynes to meet potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest UK tax legislation and trends affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight your experience with HNWIs and your ability to build long-term relationships, as this is crucial for the role.
✨Tip Number 4
Showcase your mentoring skills by discussing any experience you have in supporting junior team members. The firm values collaboration, so demonstrating your ability to lead and develop others will set you apart.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and advisory. Emphasise your qualifications such as CTA, ATT, or ACA, and include specific examples of managing portfolios of high-net-worth individuals (HNWIs) and trusts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your client-facing experience and how you can contribute to their collaborative culture. Be sure to address your knowledge of UK tax legislation and your ability to mentor junior team members.
Showcase Technical Skills: Highlight your familiarity with tax software like CCH, IRIS, or Digita in your application. Provide examples of how you've used these tools to enhance efficiency in tax compliance and advisory work.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to managing client relationships and handling complex tax issues. Prepare to share specific scenarios where you've identified tax planning opportunities or provided technical advice.
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Showcase Your Technical Knowledge
As a Personal Tax Manager, you'll need to demonstrate a solid understanding of UK tax legislation. Be prepared to discuss specific tax issues such as residency, domicile, and capital gains tax during the interview.
✨Highlight Client Management Skills
Since the role involves managing a portfolio of high-net-worth individuals and trusts, share examples of your experience in client-facing roles. Discuss how you've built long-term relationships and handled complex client queries.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare to discuss how you would approach specific tax planning opportunities or compliance challenges, showcasing your analytical skills and strategic thinking.
✨Demonstrate Leadership and Mentoring Experience
The firm values collaboration and mentorship. Be ready to talk about your experience in supporting and developing junior team members, and how you contribute to a positive team culture.
