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- Tasks: Lead the Private Client Tax team, managing diverse client portfolios and ensuring compliance.
- Company: Join a growing firm in Bury St Edmunds with a focus on private client services.
- Benefits: Enjoy potential partnership opportunities, career development, and a supportive team environment.
- Why this job: This role offers variety, personal growth, and the chance to make a real impact.
- Qualifications: CTA qualification required; ICAEW, ACCA, or STEP qualifications are a plus.
- Other info: Ideal for self-motivated individuals ready to travel within East Anglia.
The predicted salary is between 43200 - 72000 £ per year.
The Private Client Tax team is expanding and has an opportunity available in Bury St Edmunds for an ambitious individual with significant previous Private Client Tax experience to join the team as a Manager or Director, subject to experience. The role could offer future partnership potential to the right candidate.
The portfolio ranges across the Private Client spectrum including high net worth individuals and families, business owners, company directors, land and property owners, entrepreneurs, retirees, and family trusts. This is an interesting and varied role which provides scope for personal and career development.
You will head up the Private Client Tax team and work closely with the Partners and the rest of the team across the region.
Skills required:
- You should hold the CTA qualification (or be qualified by experience). ICAEW, ACCA and/or STEP qualifications would be beneficial.
- Experience of successfully managing a portfolio of private clients alongside reviewing self-assessment tax returns completed by other staff.
- Previous exposure to all aspects of Personal Tax compliance work within a professional services environment is essential, to include:
- Capital Gains Tax planning
- Remuneration planning
- IR35
- Trusts/IHT
- P11D
- Property income
Private Client Tax Manager/Director employer: Pro Talent
Contact Detail:
Pro Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager/Director
✨Tip Number 1
Network with professionals in the Private Client Tax field. Attend industry events or webinars where you can meet potential colleagues and partners. Building relationships can give you insights into the company culture and may even lead to a referral.
✨Tip Number 2
Research the latest trends and changes in tax legislation that affect private clients. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to staying informed in this dynamic field.
✨Tip Number 3
Prepare to discuss your previous experience managing a diverse portfolio of private clients. Be ready to share specific examples of how you've successfully navigated complex tax situations, as this will showcase your expertise and problem-solving skills.
✨Tip Number 4
Highlight your leadership abilities and experience in developing junior staff. Be prepared to discuss how you've built teams and fostered a collaborative environment, as this is crucial for the role of Manager or Director.
We think you need these skills to ace Private Client Tax Manager/Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Private Client Tax experience, particularly in managing portfolios and reviewing self-assessment tax returns. Emphasise any relevant qualifications like CTA, ICAEW, ACCA, or STEP.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your experience with high net worth individuals and your ability to manage competing deadlines and client expectations.
Showcase Your Skills: Clearly outline your skills in ICT literacy, communication, and team management. Provide examples of how you've explained complex tax matters in an accessible way and your experience in business development.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Pro Talent
✨Showcase Your Tax Expertise
Make sure to highlight your significant experience in Private Client Tax during the interview. Be prepared to discuss specific cases where you've successfully managed a portfolio, and how your expertise in areas like Capital Gains Tax planning and Trusts has benefited your clients.
✨Demonstrate Leadership Skills
As this role involves heading up the Private Client Tax team, it's crucial to showcase your leadership abilities. Share examples of how you've supervised and developed junior staff, and how you’ve managed competing deadlines while maintaining high client satisfaction.
✨Communicate Clearly
Given the need for excellent communication skills, practice explaining complex tax matters in a straightforward manner. This will not only demonstrate your technical knowledge but also your ability to make it accessible to clients and colleagues alike.
✨Prepare for Business Development Questions
Since a demonstrable track record in business development is essential, be ready to discuss your previous successes in this area. Think of specific strategies you've implemented to attract new clients or expand existing relationships, and how you can bring that experience to the team.
