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- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Join a progressive firm in Central Bristol with a focus on entrepreneurial clients.
- Benefits: Enjoy flexible working, private medical insurance, and a personal progression plan.
- Why this job: This role offers a chance to mentor others and build strong client relationships.
- Qualifications: CTA qualified individuals with experience in private client tax are preferred.
- Other info: Part-time options available; great transport links and social events included.
The predicted salary is between 48000 - 72000 £ per year.
Tax Specialists Taylor Rose Recruitment has been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client, a progressive firm in Central Bristol. Perfect for a CTA qualified individual looking for the next step up in their career towards becoming Tax Director.
Working with an entrepreneurial client portfolio (including HNWIs, Business Owners, Trusts & Estates) involving a mixture of compliance, tax planning, advisory and ad hoc advisory work. Fantastic remuneration & benefits package, manager & company bonus, private medical insurance, option of WFH, lots of flexibility and a personal progression plan.
The Role:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Review of tax compliance
- Tax planning
- Provision of advice in areas such as Capital Gains, Trusts & Estates, & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Client meetings
- Building strong client relationships
You:
- CTA Qualified
- STEP also beneficial
- CTA PQ/ ATT also considered
- Ideally experience of working with HNWIs & Business Owners
- Significant private client/ personal tax expertise
- Excellent communication & management skills
- UK Resident
Benefits:
- Personal Progression Plan to Director
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- Private Medical Insurance
- Flexible Working (core hours 10am - 4pm)
- Option to Buy/ Sell Holiday
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Social events
If this vacancy doesn’t tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Private Client Tax Senior Manager employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals (HNWIs) and business owners. Attend relevant events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and trends affecting private clients. Being well-versed in current issues will not only enhance your confidence during interviews but also demonstrate your commitment to staying informed in this dynamic field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed tax portfolios or provided advisory services in the past. Highlighting your experience with compliance and tax planning will show that you have the practical skills needed for this role.
✨Tip Number 4
Research the firm’s culture and values to tailor your approach during interviews. Understanding their focus on flexibility and personal progression can help you align your responses with what they are looking for in a candidate.
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualifications and relevant experience in private client tax. Emphasise your work with HNWIs and business owners, showcasing specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your understanding of the role. Mention your experience in tax planning and compliance, and how you can contribute to the firm's success.
Showcase Your Communication Skills: Since excellent communication is key for this role, ensure your application reflects your ability to build strong client relationships. Use clear and concise language, and consider including examples of successful client interactions.
Highlight Leadership Experience: If you have experience mentoring junior staff or managing projects, make sure to include this in your application. This will demonstrate your readiness for a senior manager position and your capability to lead within the firm.
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Showcase Your Tax Expertise
Make sure to highlight your experience with high-net-worth individuals and business owners. Be prepared to discuss specific tax planning strategies you've implemented in the past, especially in areas like Capital Gains and Inheritance tax.
✨Demonstrate Strong Communication Skills
As a Private Client Tax Senior Manager, you'll need to build strong client relationships. Practice articulating complex tax concepts in a clear and concise manner, as this will be crucial during client meetings.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Prepare examples of how you've identified tax planning opportunities or managed compliance issues in previous roles, showcasing your analytical skills.
✨Emphasise Your Leadership Qualities
Since the role involves mentoring junior staff, be ready to discuss your management style and any experiences you have in leading teams. Highlight how you've supported others in their professional development.
