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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 a clear progression pathway.
- 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.
- Other info: Participate in regular team socials and enjoy dress-down Fridays.
The predicted salary is between 47000 - 57000 £ per year.
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
Personal Tax Senior Manager employer: Bennett and Game Recruitment LTD
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 mentored junior staff in previous roles. This will show that you're not just technically proficient but also capable of guiding others.
✨Tip Number 3
Stay updated on the latest changes in UK tax legislation and compliance. Being knowledgeable about current trends and regulations will position you as a valuable asset during interviews and discussions with the firm.
✨Tip Number 4
Prepare to discuss your approach to business development and how you can contribute to the firm's strategic initiatives. Think of specific strategies you could implement to attract new clients or enhance existing relationships.
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 with High Net Worth Individuals and trusts. Emphasise your leadership skills and any mentoring experience, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the position and the firm. Discuss how your background aligns with their needs, particularly your technical knowledge of UK tax legislation and your consultative approach to client service.
Showcase Relevant Achievements: Include specific examples of your past successes in tax planning and compliance. Highlight any business development initiatives you've led or contributed to, as this will demonstrate your proactive approach.
Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential in the accountancy field.
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.
✨Highlight Leadership Experience
This role requires strong leadership skills, so be ready to share examples of how you've successfully managed teams or mentored junior staff in the past. Discuss your approach to fostering a collaborative environment and how you've contributed to team success.
✨Prepare for Client-Facing Scenarios
Since this is a client-facing role, practice articulating your consultative approach. Think of examples where you've provided tailored advice to high-net-worth individuals or business owners, and how you ensured their financial goals were met.
✨Demonstrate Business Development Acumen
The firm is looking for someone who can contribute to strategic tax planning and business development. Prepare to discuss any previous experiences where you've identified cross-selling opportunities or contributed to marketing initiatives that benefited your firm.
