At a Glance
- Tasks: Lead the tax team, manage client portfolios, and provide tailored tax services.
- Company: Join a top accountancy practice in the South East focused on exceptional client service.
- Benefits: Enjoy 25 days holiday, hybrid work options, and paid overtime.
- Why this job: Make a real impact on clients' ambitions while developing your leadership skills.
- Qualifications: Qualified Tax Advisor (ATT/CTA) or equivalent experience with 5+ years in personal tax.
- Other info: Refer friends for a chance to earn up to £500 in vouchers!
The predicted salary is between 43200 - 72000 £ per year.
Youll be the lead in the tax team and be responsible for managing both junior staff and the private client tax portfolio. You will work closely with clients playing a key role in helping them realise their business and personal ambitions. This will be both advisory and compliance work. You will manage the portfolio of private clients trusts and partnerships delivering exceptional client service and producing work efficiently and effectively. The role includes providing comprehensive personal tax compliance and advisory services tailored to each client s unique circumstances. Additionally you will help train and supervise junior staff. Responsibilities Managing annual tax returns for assigned clients Liaising with HM Revenue & Customs on behalf of clients Handling a diverse range of personal tax assignments including tax forecasting residence and domicile considerations capital gains tax planning and enquiry work Addressing client issues and queries promptly Maintaining regular contact with clients Managing billing responsibilities for your portfolio of clients trusts and partnerships Collaborating with the team to meet deadlines and exceed client expectations Training and supervising junior staff Requirements Strong team mentality with the ability to work independently Qualified Tax Advisor (ATT/CTA) or qualified by experience Experience in a private client/personal tax environment in practice Proficiency with tax preparation software and HMRC online services Excellent organisational skills and experience managing a busy client portfolio Attention to detail and strong analytical and problemsolving skills Confident and adaptable communication skills both written and verbal Proactive and determined attitude Strong client service orientation Benefits Salary circaper annum depending on experience and qualification status 25 days holiday plus bank holidays Hybrid working policy dress for your day policy Paid overtime. Please contact Joe Potter on(tel)(mob) or via LinkedIn for a confidential conversation. Refer a friend… We re keen to remain the leading provider of the best accountancy talent in the SouthEast. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We re looking to work with the best accountancy practice and tax staff in the SouthEast so if your friends family or colleagues are considering a new opportunity and can demonstrate relevant experience wed love to speak to them. For every candidate you refer and we subsequently place into a permanent position we will give you up to 500 of Love2Shop vouchers. (Terms & Conditions apply). ACCA / ACA / ATT or CTA qualified. Previous experience in personal tax compliance and planning is advantageous. Solid experience working within an accountancy practice. Ideally, 5+ years of experience in Personal Tax. Excellent communication skills.
Private Client Tax Manager employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Make sure to showcase your leadership skills during the interview. As a Private Client Tax Manager, you'll be responsible for managing junior staff, so highlight any previous experience you have in training or supervising others.
✨Tip Number 2
Familiarize yourself with the latest tax regulations and compliance requirements. Being up-to-date will not only help you in the role but also impress the interviewers with your proactive approach to personal tax matters.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed a diverse client portfolio in the past. This will demonstrate your ability to handle the responsibilities outlined in the job description effectively.
✨Tip Number 4
Network with professionals in the accountancy field, especially those who work in personal tax. Building connections can provide valuable insights and potentially lead to referrals that could strengthen your application.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Tax Manager. Familiarize yourself with the key tasks such as managing tax returns, liaising with HMRC, and providing tailored advisory services.
Tailor Your CV: Highlight your relevant experience in personal tax compliance and planning. Emphasize your qualifications (ATT/CTA) and any specific software proficiency that aligns with the job requirements.
Craft a Strong Cover Letter: In your cover letter, express your passion for client service and your proactive approach to problem-solving. Mention how your experience aligns with the company's goals and how you can contribute to their success.
Showcase Leadership Skills: Since the role involves training and supervising junior staff, be sure to include examples of your leadership experience. Discuss how you've successfully managed teams or mentored others in previous roles.
How to prepare for a job interview at TPF Recruitment
✨Showcase Your Tax Knowledge
Be prepared to discuss your experience with personal tax compliance and advisory services. Highlight specific cases where you've successfully managed tax returns or provided strategic advice to clients.
✨Demonstrate Leadership Skills
Since you'll be managing junior staff, share examples of how you've trained or supervised team members in the past. Discuss your approach to fostering a collaborative team environment.
✨Client-Centric Approach
Emphasize your commitment to exceptional client service. Be ready to talk about how you've addressed client issues promptly and maintained strong relationships with clients in your previous roles.
✨Prepare for Technical Questions
Expect questions related to tax forecasting, residence and domicile considerations, and capital gains tax planning. Brush up on these topics to demonstrate your analytical skills and problem-solving abilities.