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- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- Company: Join a forward-thinking accountancy firm with a collaborative culture in Coventry.
- Benefits: Enjoy flexible hybrid working, 28 days holiday, and study support for professional qualifications.
- Why this job: Shape the future of tax services while mentoring junior staff in a supportive environment.
- Qualifications: ACA/ACCA/CTA qualified with significant experience in private client tax required.
- Other info: Clear progression pathway to Director-level and regular team socials.
Our client is a well-established and forward-thinking accountancy firm with around 40 staff based in Coventry, providing expert audit, tax consultancy, and private client services. Known for their collaborative and professional culture, the firm offers a relaxed but high-performing environment with flexible hybrid working. Due to continued growth and evolving client needs, they are now seeking a Personal Tax Senior Manager to support their expanding private client tax team.
This is a key senior-level position within the Personal Tax department, responsible for managing a high-value portfolio of private clients, including High Net Worth Individuals, business owners, and trusts. You will support the firm's strategic tax initiatives and act as a technical escalation point, guiding the Personal Tax Manager and mentoring junior staff. This client-facing role requires strong leadership, business development acumen, and a proactive approach to delivering tailored tax planning and compliance solutions. You'll play an instrumental role in shaping the future of the firm's tax service offering.
- Manage a diverse portfolio of private clients, providing expert advice across income tax, capital gains, inheritance tax, and trust matters.
- Lead and support the personal tax team, offering mentoring and technical guidance.
- Oversee and review complex personal tax returns, ensuring accuracy and compliance.
- Provide bespoke tax planning and structuring advice aligned with clients' financial goals.
- Collaborate with other departments to deliver a holistic service and identify cross-selling opportunities.
- Contribute to strategic tax planning, business development, and marketing initiatives.
- Stay informed of legislative changes and represent the firm in client meetings and external networking events.
Job Requirements:
- ACA/ACCA/CTA qualified (or equivalent); STEP or Probate Practitioner is desirable.
- Significant experience in private client tax, preferably within an accountancy practice.
- Strong technical knowledge of UK tax legislation and compliance.
- Demonstrable leadership experience and the ability to mentor staff effectively.
- Excellent communication skills and a consultative, client-first approach.
Salary & Benefits:
- Salary: £55,000 - £65,000 (DOE)
- Flexible 37.5-hour work week (9:00 am - 5:30 pm)
- Holiday Package: 28 days + 8 bank holidays
- Hybrid Working: 3 days in the office, 2 days from home
- Progression: Clear pathway to Director-level role
- Study Support: CTA, ACCA, and other relevant qualifications
- Regular team socials, including days at the races
- Monthly dress-down Fridays
- Supportive and people-focused working environment
- Pension
Contact Detail:
Bennett and Game Recruitment LTD Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in personal tax. Attend industry events or webinars to connect with potential colleagues and clients, as this can help you gain insights into the firm's culture and client needs.
✨Tip Number 2
Demonstrate your leadership skills by sharing examples of how you've successfully managed teams or projects in your previous roles. Highlighting your ability to mentor junior staff will show that you're a great fit for the Personal Tax Senior Manager position.
✨Tip Number 3
Stay updated on the latest changes in UK tax legislation and compliance. Being knowledgeable about current trends and regulations will not only prepare you for interviews but also demonstrate your commitment to providing expert advice to clients.
✨Tip Number 4
Prepare to discuss your business development strategies during the interview. Think about how you can contribute to the firm's growth and identify cross-selling opportunities, as this is a key aspect of the role.
We think you need these skills to ace Personal Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly your leadership roles and technical knowledge of UK tax legislation. Use specific examples that demonstrate your ability to manage high-value portfolios and mentor junior staff.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the firm's culture and values. Emphasise your proactive approach to tax planning and your experience in business development. Mention how you can contribute to the firm's strategic initiatives.
Highlight Relevant Qualifications: Clearly list your qualifications such as ACA, ACCA, or CTA, and any additional certifications like STEP or Probate Practitioner. This will help establish your credibility and expertise in the field.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients and collaborated with other departments. This is crucial for a client-facing role and will demonstrate your consultative approach.
How to prepare for a job interview at Bennett and Game Recruitment LTD
✨Showcase Your Technical Knowledge
As a Personal Tax Senior Manager, you'll need to demonstrate a strong understanding of UK tax legislation. Be prepared to discuss specific tax scenarios and how you would approach them, showcasing your expertise in income tax, capital gains, and inheritance tax.
✨Emphasise Leadership Skills
This role requires significant leadership experience. Share examples of how you've successfully mentored junior staff or led a team in previous positions. Highlight your ability to guide others and foster a collaborative environment.
✨Demonstrate Client-Focused Approach
Since this is a client-facing role, it's crucial to convey your consultative approach. Prepare to discuss how you've tailored tax planning solutions to meet clients' financial goals and how you build strong relationships with high-net-worth individuals.
✨Prepare for Business Development Questions
The firm is looking for someone who can contribute to strategic tax planning and business development. Think about past experiences where you've identified cross-selling opportunities or contributed to marketing initiatives, and be ready to share those insights.
