At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide tax compliance and advisory support.
- Company: Join a top 10 accountancy firm with a focus on personal tax matters.
- Benefits: Enjoy hybrid working, birthday leave, and extensive learning opportunities.
- Other info: Work with high-net-worth individuals and enjoy a supportive career coaching environment.
- Why this job: Take ownership of client relationships and develop your career in a specialist advisory environment.
- Qualifications: CTA or ATT qualified with at least 5 years of relevant private client tax experience.
Location: Manchester
Salary: £35,000-£42,500 per year
Permanent | Full-time | 37.5 hours per week
Overview and Opportunity
We are working with a top 10 accountancy firm in their search for a Private Client Tax Senior to join their Manchester office.
Job description
You will work with a diverse portfolio of private clients, including high-net-worth individuals, trusts, non-residents and non-domiciled individuals, providing both compliance support and advisory assistance across a broad range of personal tax matters. This role would suit a proactive tax professional with strong private client experience who is looking to take greater ownership of client relationships while developing their career within a specialist advisory environment.
Main Responsibilities:
- Manage a portfolio of private clients, taking increasing ownership of client relationships and ongoing compliance
- Act as a key point of contact, keeping clients informed of changes to legislation and their personal tax obligations
- Prepare and review personal tax returns and computations
- Support senior team members and Partners with complex private client advisory projects
- Advise and assist with areas including succession planning, inheritance tax, trusts, family investment structures and residency matters
- Identify tax planning opportunities and proactively highlight potential issues and opportunities to clients
- Work closely with colleagues across tax and wider service lines to provide a joined-up service
- Support business development by identifying opportunities within the existing client base
- Maintain strong client relationships and develop a detailed understanding of their personal circumstances
- Ensure all work is delivered in line with internal risk management and compliance procedures
Ideal Candidate:
- CTA or ATT qualified, or qualified by experience
- At least 5 years' relevant private client tax experience
- Previous experience within a Personal Tax, Private Client or Mixed Tax role in an accountancy practice
- Strong technical knowledge across personal and private client taxation
- Experience working with HNW individuals, trusts and/or international private clients would be advantageous
- Strong communication and relationship-building skills
- Commercially minded with the ability to identify tax planning and advisory opportunities
- Proactive, organised and comfortable taking ownership of client relationships
- Genuine interest in developing a long-term career within private client advisory
Benefits:
- Hybrid and flexible working
- Birthday leave
- Professional subscription support
- Extensive learning and development opportunities
- Career coaching and progression support
- Employee benefits and wellbeing initiatives
- Opportunity to work with a diverse and interesting private client portfolio
Tax Senior in Manchester employer: Achieve Professionals
Join a dynamic legal team in North Yorkshire as a Residential/Commercial Conveyancer, where you will enjoy a supportive work culture that prioritises employee growth and development. With hybrid working arrangements, you can balance your professional and personal life while managing a diverse caseload and delivering exceptional client service. This role offers competitive salary packages and the opportunity to thrive in a collaborative environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Senior in Manchester
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Achieve Professionals, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Senior in Manchester
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Achieve Professionals's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Achieve Professionals. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Achieve Professionals!
How to prepare for a job interview at Achieve Professionals
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Achieve Professionals.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Achieve Professionals. It helps to show our commitment!
