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- Tasks: Manage a tax team and client portfolio, ensuring timely task completion and client satisfaction.
- Company: Join a well-established Chartered Accountancy firm with a strong reputation in the industry.
- Benefits: Enjoy 25 days holiday, hybrid working, profit share, and health cashback schemes.
- Why this job: Be part of a supportive culture that values mentorship and professional growth.
- Qualifications: Must be ATT or CTA qualified with prior tax experience and management skills.
- Other info: Opportunity to work with diverse clients including business owners and high-net-worth individuals.
The predicted salary is between 43200 - 72000 £ per year.
Bond Williams Accounting and Finance are pleased to be working with one of the areas established Chartered Accountancy firms to recruit a Private Client Tax Manager. Reporting to a Private Client Tax Manager, you will have responsibility for the service delivery and management of a tax team and portfolio of clients.
- Meeting personal and team targets
- Meet KPIs
- Forecasting and planning workflow
- Oversee training and provide support for less experienced staff members
The client portfolio would be a mixed one covering business owners, property investors, HNWI and UHNW families, trusts and estates.
Key responsibilities:- To oversee efficient and timely completion of tasks.
- Act as point of contact for the portfolio allocated
- Annual client reviews to assess fees, services needed and tax planning
- Control budgets, chargeable hours and recoverability for the portfolio allocated including apprentices
- Organise and monitor workflow
- Motivate, mentor and encourage all team members to reach their potential
- Acting as a company Ambassador and actively promote services to existing and potential clients across all services
You will need to be qualified ATT or CTA with previous tax experience within an accountancy practice, have a strong client service approach and previous management experience. You will also need to have excellent communication and IT skills and be very self-motivated.
In return, a good working environment is offered together with exceptional benefits including 25 days holiday plus birthday and bank holidays (but option to buy and sell up to 5 days after probation), profit share, hybrid working, health cashback scheme, salary sacrifice pension scheme and parking to mention a few.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
Contact Detail:
Bond Williams Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with others who may have insights or leads on job openings, including our own at StudySmarter.
✨Tip Number 2
Showcase your management skills by discussing any previous experience where you led a team or mentored junior staff. This will demonstrate your capability to motivate and support team members, which is crucial for the Private Client Tax Manager role.
✨Tip Number 3
Familiarise yourself with the latest tax regulations and trends that affect high-net-worth individuals and families. Being knowledgeable about current issues will help you stand out as a candidate who is proactive and well-informed.
✨Tip Number 4
Prepare to discuss how you would approach client reviews and service delivery. Think of specific examples from your past experiences that highlight your ability to manage client relationships effectively and ensure their needs are met.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ATT or CTA certification, and relevant tax experience. Emphasise your management skills and client service approach, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Client Tax Manager position. Mention specific experiences that demonstrate your ability to manage a tax team and your success in meeting KPIs and targets.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples of how you've effectively communicated with clients or mentored team members in your application materials.
Highlight Your Leadership Experience: Detail any previous management experience you have, especially in overseeing workflow and training less experienced staff. This will show that you can motivate and mentor team members effectively.
How to prepare for a job interview at Bond Williams
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and practices relevant to private clients. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will demonstrate your expertise and confidence in the field.
✨Demonstrate Leadership Skills
Since the role involves managing a team, be ready to share examples of how you've motivated and mentored others in previous positions. Highlight any experiences where you’ve successfully led a project or improved team performance, as this will show your capability to manage and inspire a team.
✨Prepare for Client Interaction Questions
Expect questions about how you would handle client relationships, especially with high-net-worth individuals and families. Think of examples where you've provided exceptional client service or resolved conflicts, as this will illustrate your strong client service approach.
✨Discuss Workflow Management
Be prepared to talk about your experience in managing workflows and meeting KPIs. Share specific strategies you've used to ensure timely completion of tasks and how you’ve organised and monitored workflow in past roles, as this is crucial for the position.
