At a Glance
- Tasks: Manage personal tax portfolios for high-net-worth clients and navigate complex tax issues.
- Company: Join MHA, a top UK accountancy firm with a people-first culture.
- Benefits: Enjoy competitive salary, professional development, and a supportive work environment.
- Other info: Flexible role with opportunities for career growth and skill development.
- Why this job: Make a real impact while building meaningful client relationships in a dynamic team.
- Qualifications: Experience in personal tax and a passion for client advisory roles.
The predicted salary is between 50000 - 60000 £ per year.
LOCATION: Peterborough
Are you ready to bring your Personal Tax expertise to a role where your skills and unique perspective can make a lasting impact?
What Sets Us Apart
At MHA, we’re about people first – our people, our clients, and the communities we serve. As one of the UK’s top 15 accountancy firms and a proud member of Baker Tilly International, we are a hub of global knowledge with a strong local commitment. Our people-focused approach truly sets us apart. Here, you won’t just be another face in the firm; you’ll be part of an ambitious, driven team dedicated to continuous learning and growth. We invest in our people because they are the foundation of our success. With access to unparalleled resources and award-winning development programmes, you’ll have the freedom to shape your career while making a meaningful impact. We take immense pride in being awarded gold for Investors in People. This recognition reflects our deep commitment to nurturing talent and ensuring every individual feels valued and supported.
Here, You’ll Go Beyond Numbers
We’re looking for a talented Personal Tax professional who thrives in a dynamic environment and embraces the chance to tackle complex challenges. At MHA, you’ll be surrounded by passionate professionals who are dedicated to making a difference. Your work in our Private Client Tax team will go beyond the numbers – it’s about building meaningful client relationships, understanding client’s wider affairs, navigating risks, and delivering insights that drive real results.
As a Personal Tax Assistant Manager in our Peterborough team, you will deal with high-net-worth individuals and their families and trusts. You will manage a Personal Tax portfolio, be responsible for the Trusts and Estates work, IHT reporting (and IHT 100 and IHT 400 forms), and will also gain exposure to a variety of projects, including working on international and cross-border tax issues, leveraging the fact that MHA is the UK independent member firm of Baker Tilly International. The role will involve elements of compliance, dispute resolution and advisory. There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with succession planning, OMB projects, trusts and structures, and inheritance tax planning.
Most importantly, we are looking for ambitious and forward-thinking individuals who are keen to develop their skills, build great relationships with existing and future clients, and leverage the experience on offer in this role to develop their technical and soft skills to progress in their career.
The role includes but is not limited to:
- Dealing with the preparation, submission, and review of annual tax returns of all delegated clients.
- Advising clients on various private client / personal tax issues.
- Responsible for and supporting on a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, trusts, estates and offshore structures.
- Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues.
- Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
- IHT reporting, including IHT 100 and IHT 400 forms.
Private Client Tax Manager: HNW, Trusts & IHT employer: Access Accountancy
At MHA, we prioritise our people, fostering a supportive and dynamic work culture that empowers you to thrive as a Private Client Tax Manager in Peterborough. With access to award-winning development programmes and a commitment to continuous learning, you'll have the opportunity to grow your career while making a meaningful impact on high-net-worth clients and their families. Our gold Investors in People accreditation reflects our dedication to nurturing talent and ensuring every team member feels valued and integral to our success.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager: HNW, Trusts & IHT
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your unique skills and experiences. Share specific examples of how you've tackled challenges in the past, especially those related to personal tax and high-net-worth clients.
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their values, and think about how your experience aligns with their needs. Prepare questions that show your interest in their work and culture – it’ll make you stand out!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm right from the start.
We think you need these skills to ace Private Client Tax Manager: HNW, Trusts & IHT
Some tips for your application 🫡
Show Your Personal Touch:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your journey in personal tax and what drives you to make an impact in this field.
Tailor Your CV:Make sure your CV is tailored to the role of Private Client Tax Manager. Highlight your experience with high-net-worth individuals, trusts, and IHT reporting. We love seeing how your skills align with our needs, so don’t hold back!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you’re the perfect fit for our team. Discuss your passion for personal tax and how you can contribute to our people-first approach. Keep it engaging and relevant to the role!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Access Accountancy
✨Know Your Tax Stuff
Brush up on your personal tax knowledge, especially around high-net-worth individuals, trusts, and inheritance tax. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your People Skills
Since MHA values client relationships, think of examples where you've built strong connections with clients or colleagues. Highlight your ability to communicate complex tax matters in a way that clients can understand.
✨Demonstrate Your Problem-Solving Skills
Prepare to discuss how you've tackled challenging tax situations in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and show how you can bring value to their team.
✨Ask Insightful Questions
At the end of the interview, ask questions that show your interest in the firm’s culture and growth opportunities. Inquire about their approach to professional development and how they support their employees in achieving their career goals.
