At a Glance
- Tasks: Lead tax advisory and compliance for a diverse portfolio of 900 private clients.
- Company: Join a highly regarded and friendly accountancy firm with a strong reputation.
- Benefits: Enjoy competitive salary, flexible working options, and a supportive culture.
- Why this job: Make a real impact on client strategies and develop your career in a collaborative environment.
- Qualifications: Significant personal tax experience, ideally in practice; CTA qualified preferred.
- Other info: Open to part-time applicants; diversity and inclusion are core values.
The predicted salary is between 43200 - 72000 £ per year.
Location: East Hants | Salary: Competitive + Benefits | Full-Time, Permanent (Open to part-time)
Are you an experienced tax professional ready to take the next step in your career? I'm recruiting on behalf of a highly regarded and friendly accountancy firm seeking a Senior Tax Manager to lead advisory and compliance services across a significant and diverse private client portfolio.
The Role
This is a senior client-facing position with responsibility for overseeing a portfolio of approximately 900 private tax clients, including high-net-worth individuals, company directors, trusts, estates, and partnerships. Working closely with the Partners, you will manage a wide range of tax planning assignments and support the development and expansion of the firm's tax services.
Key Responsibilities
- Oversee compliance for a wide-ranging client portfolio, with support from the wider tax team.
- Provide technical leadership on tax planning projects, particularly for HNWIs, trusts, estates, and directors.
- Ensure timely and accurate submission of tax returns, monitoring deadlines and advising clients of key obligations and changes in legislation.
- Maintain high-quality compliance and advisory files, with clear working papers for Partner review.
- Manage and plan workloads for yourself and team members, proactively identifying bottlenecks and keeping Partners informed.
- Build strong relationships with clients through proactive and responsive communication.
- Remain up to date with relevant tax developments and legislation, feeding insights back into the team and wider firm.
- Identify new planning opportunities and contribute to wider business development efforts.
- Lead or contribute to ad hoc technical projects as required by the Partners.
What We're Looking For
- Significant experience in personal tax, ideally gained in a practice environment.
- Demonstrated leadership in managing both compliance and advisory tax work.
- Comfortable with technical issues relating to high-net-worth individuals, trusts, and partnerships.
- CTA qualified (preferred) or qualified by experience with a strong track record in tax.
- Strong commercial awareness and the ability to develop trusted client relationships.
- Excellent time management, organisation, and people management skills.
- A broad understanding of accountancy principles is beneficial.
Why Apply?
- Join a respected and growing firm with a high-quality client base.
- Enjoy real responsibility and visibility with Partners from day one.
- Play a key role in shaping client strategy and driving team development.
- Clear progression opportunities for those with ambition and drive.
- Hybrid/flexible working options depending on the firm.
- Supportive, collaborative, and friendly culture.
Ready to lead and shape the future of a well-established private client tax team?
Senior Tax Manager employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Stay updated on the latest tax legislation and trends, especially those affecting high-net-worth individuals and trusts. This knowledge will not only prepare you for interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed compliance and advisory work in your previous roles. Highlighting your leadership skills and ability to handle complex tax issues will set you apart.
✨Tip Number 4
Research the firm thoroughly, including their client base and recent developments. Tailoring your conversation to reflect your understanding of their operations will show your genuine interest in joining their team.
We think you need these skills to ace Senior Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your significant experience in personal tax, especially in a practice environment. Emphasise your leadership skills and any relevant qualifications, such as CTA, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention specific experiences where you've managed compliance and advisory tax work, particularly for high-net-worth individuals and trusts.
Showcase Technical Knowledge: In your application, demonstrate your technical knowledge of tax planning and compliance. Provide examples of how you've kept up to date with tax developments and legislation, and how you've applied this knowledge in your previous roles.
Highlight Client Relationship Skills: Since building strong client relationships is key for this role, include examples of how you've successfully communicated with clients and contributed to their tax strategies. This will show your ability to thrive in a client-facing position.
How to prepare for a job interview at Robert Half
✨Showcase Your Technical Knowledge
As a Senior Tax Manager, you'll need to demonstrate your expertise in personal tax, especially regarding high-net-worth individuals and trusts. Be prepared to discuss specific tax planning projects you've managed and how you navigated complex compliance issues.
✨Emphasise Leadership Skills
This role requires strong leadership capabilities. Share examples of how you've successfully managed teams and workloads in the past, highlighting your ability to identify bottlenecks and keep everyone informed, especially the Partners.
✨Build Rapport with Clients
Client relationships are crucial in this position. Prepare to discuss how you've built and maintained strong relationships with clients in previous roles, focusing on your proactive communication style and responsiveness to their needs.
✨Stay Updated on Tax Legislation
The tax landscape is always changing, so it's important to show that you're up-to-date with current legislation. Be ready to discuss recent developments in tax law and how they might impact your clients, demonstrating your commitment to continuous learning.