At a Glance
- Tasks: Manage a portfolio of private clients and provide expert tax advice.
- Company: Join a growing accountancy practice with a focus on personal tax.
- Benefits: Enjoy competitive salary, flexible working, and generous annual leave options.
- Why this job: Be part of a supportive team culture while making a real impact in tax planning.
- Qualifications: Must be CTA, ATT, ACA, or ACCA qualified with three years of experience.
- Other info: Opportunities for career progression and fully funded CPD available.
The predicted salary is between 50000 - 65000 £ per year.
Salary: £50,000 – £65,000Locations: Multiple locations in the EastMidlandsJob Type: Permanent, Full-TimeA growing accountancy practice is looking for a Private Tax Manager to join its personal tax team. The successful candidate will manage a portfolio of private clients including high-net-worth individuals and trusts, provide expert tax advice, and lead junior team members in a collaborative environment.
Key Responsibilities
- Manage a portfolio of private clients, including trusts and estates.
- Deliver specialist advice on inheritance tax, capital gains tax, income tax, and personal allowances.
- Work closely with partners and managers on complex tax assignments.
- Provide coaching, support, and performance management for junior staff.
- Identify tax planning opportunities and cross-sell services.
- Ensure compliance with relevant tax legislation and internal standards.
Candidate Requirements
- CTA, ATT, ACA, or ACCA qualified with at least three years post-qualification experience in private client tax.
- Strong technical expertise in inheritance tax, capital gains tax, trusts, and personal tax planning.
- Experience managing people and delivering client-focused service.
- Excellent interpersonal and organisational skills.
- Ability to manage multiple projects and deadlines effectively.
What We Offer
- Competitive salary and benefits package.
- Benefits including annual leave buying/selling, private healthcare and more than standard annual leave.
- Career progression and fully funded CPD opportunities.
- Flexible working and multiple office location options.
- Supportive, inclusive team culture.
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Private Tax Manager employer: RGH-Global Ltd
Contact Detail:
RGH-Global Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Tax Manager
✨Tip Number 1
Network with professionals in the accountancy and tax sectors. Attend industry events or join relevant online forums to connect with current Private Tax Managers or those in similar roles. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest tax legislation and trends, especially those affecting high-net-worth individuals and trusts. Demonstrating your knowledge during interviews can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios and provided tax advice in previous roles. Highlighting your experience with inheritance tax and capital gains tax will show that you're well-equipped for this position.
✨Tip Number 4
Emphasise your leadership skills and experience in coaching junior staff. Be ready to share how you've successfully managed teams and contributed to their professional development, as this is a key aspect of the Private Tax Manager role.
We think you need these skills to ace Private Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA, ATT, ACA, or ACCA credentials. Emphasise your experience in private client tax and any specific achievements related to inheritance tax, capital gains tax, and trusts.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Private Tax Manager role. Discuss your experience managing a portfolio of clients and how you have successfully delivered client-focused services in the past.
Showcase Leadership Skills: Since the role involves leading junior team members, include examples of your coaching and performance management experience. Highlight any instances where you have supported team development or improved team performance.
Demonstrate Technical Expertise: Be prepared to discuss your technical knowledge in detail during the application process. Mention specific tax planning opportunities you have identified in previous roles and how you ensured compliance with tax legislation.
How to prepare for a job interview at RGH-Global Ltd
✨Showcase Your Technical Expertise
Make sure to highlight your knowledge in inheritance tax, capital gains tax, and personal tax planning during the interview. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Demonstrate Leadership Skills
Since the role involves managing junior team members, share examples of how you've coached or supported others in previous positions. This will show your ability to lead and foster a collaborative environment.
✨Prepare for Client-Focused Questions
Expect questions about how you would handle client relationships, especially with high-net-worth individuals. Think of examples where you've provided exceptional service or identified tax planning opportunities for clients.
✨Understand the Company Culture
Research the accountancy practice's values and culture. Be ready to discuss how your personal values align with theirs, particularly regarding teamwork and inclusivity, as these are important aspects of their work environment.