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- Tasks: Manage a portfolio of high-net-worth clients and assist with personal tax planning projects.
- Company: Join a respected firm known for its supportive environment and career progression opportunities.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary with bonuses.
- Why this job: Develop your skills alongside experienced partners in a friendly team focused on personal tax.
- Qualifications: Must be CTA qualified with strong knowledge of income tax, CGT, and IHT.
- Other info: This role offers genuine scope for progression to Senior Manager grade.
The predicted salary is between 55000 - 65000 £ per year.
We are keen to speak to CTA qualified personal tax Managers and Assistant Managers, who may be interested in a new Manager role in Cambridge. As a key member of a high-profile Private Client Tax team, you’ll manage a portfolio of HNW business owners, serial entrepreneurs, prominent academics and landed wealth. You’ll also have the opportunity to assist with ad hoc personal tax planning projects.
You’ll work closely with respected Partners, developing your technical, managerial and business development experience in what is a friendly and supportive environment. The incoming individual will have a strong technical grasp of income tax, CGT and IHT (including the use of trusts), with experience of advising new-money HNWIs.
The firm has adopted hybrid working and flexible hours, with homeworking possible 2-3 days a week. Salary will be dependent on experience, but is likely to be in the range £55k-£65k + bens + bonus. This is a super opportunity for a personal tax CTA to develop their career with a respected firm, offering genuine scope for progression to Senior Manager grade.
Personal Tax Manager - Cambridge employer: Tolley
Contact Detail:
Tolley Recruiting Team
michaelhowells@howellsconsulting.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager - Cambridge
✨Tip Number 1
Network with professionals in the personal tax field, especially those who are already working in Cambridge. Attend local tax seminars or workshops to meet potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the latest developments in income tax, CGT, and IHT, particularly as they relate to high-net-worth individuals. This will not only boost your confidence but also demonstrate your commitment to staying updated in your field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed portfolios or projects involving HNW clients. Highlight your experience with trusts and personal tax planning to showcase your expertise during any informal discussions.
✨Tip Number 4
Research the firm’s values and recent achievements. Being able to articulate why you want to work for them and how you align with their goals can set you apart from other candidates when you get the chance to speak with them.
We think you need these skills to ace Personal Tax Manager - Cambridge
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Highlight your experience with HNW clients, income tax, CGT, and IHT in your application.
Tailor Your CV: Customise your CV to reflect your qualifications as a CTA and your relevant experience in personal tax management. Use specific examples that demonstrate your technical skills and managerial capabilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention how your background aligns with their needs and express your enthusiasm for working in a supportive environment.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Tolley
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of income tax, CGT, and IHT, especially in relation to trusts. Be prepared to discuss specific cases or scenarios where you've applied this knowledge, as it will demonstrate your expertise to the interviewers.
✨Highlight Your Experience with HNWIs
Since the role involves managing a portfolio of high-net-worth individuals, share examples of your previous work with similar clients. Discuss how you tailored your advice to meet their unique needs and how you built strong relationships with them.
✨Emphasise Your Managerial Skills
As a potential manager, it's crucial to convey your leadership abilities. Talk about any experience you have in managing teams or projects, and how you foster a supportive environment for your colleagues. This will show that you're ready to take on a managerial role.
✨Prepare Questions About the Firm's Culture
Since the firm prides itself on a friendly and supportive environment, prepare thoughtful questions about their culture and values. This not only shows your interest in the firm but also helps you assess if it's the right fit for you.
