Private Client Tax Manager

Private Client Tax Manager

Birmingham Full-Time 43200 - 72000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage relationships with high-net-worth clients and provide tax advice.
  • Company: Join a leading UK accountancy firm that values flexibility and career growth.
  • Benefits: Enjoy a flexible work environment and strong support for your career development.
  • Why this job: Shape your role in a modern, people-focused culture with opportunities for impact.
  • Qualifications: ATT qualification required; CTA preferred with experience in personal tax management.
  • Other info: Email emma.hirst@arm.co.uk to learn more or apply directly.

The predicted salary is between 43200 - 72000 £ per year.

Overview

A leading UK accountancy firm is looking for a Private Client Tax Manager to join its growing team. This is a great opportunity for a commercially minded professional to shape their role in a flexible, people-focused environment. The firm offers a modern alternative to traditional practices, with genuine flexibility, forward-thinking leadership, and strong support for career growth.

ATT or CTA qualification required

Requirements

  • ATT qualified with experience managing a private client/personal tax portfolio
  • Ideally CTA qualified
  • Strong UK tax knowledge, particularly with high-net-worth individuals and trusts
  • Excellent communication skills for client and team collaboration
  • Self-motivated with strong organisational and time management skills

Responsibilities

  • Manage and build trusted relationships with high-net-worth individuals and trusts
  • Advise clients on income tax, capital gains tax, and inheritance tax matters
  • Identify additional opportunities to support and grow client relationships
  • Deliver advisory services in collaboration with partners/senior managers
  • Review work and mentor junior team members

If you are interested in learning more, please email emma.hirst@arm.co.uk or apply directly to this advert to be considered for this opportunity.

Job details

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Accounting/Auditing
  • Industries: Accounting

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Private Client Tax Manager employer: Advanced Resource Managers

Join a leading UK accountancy firm that prioritises flexibility and employee development, making it an excellent employer for a Private Client Tax Manager. With a modern approach to traditional practices, the firm fosters a supportive work culture that encourages career growth and collaboration, particularly in managing high-net-worth client relationships. Enjoy the benefits of a people-focused environment where your expertise is valued and your professional journey is nurtured.
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Contact Detail:

Advanced Resource Managers Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Manager

✨Tip Number 1

Network with professionals in the accountancy field, especially those who specialise in private client tax. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in tax management.

✨Tip Number 2

Showcase your expertise in managing high-net-worth individuals and trusts during informal conversations or networking events. This will help you stand out as a candidate who understands the unique challenges and opportunities in this area.

✨Tip Number 3

Consider reaching out to current employees at the firm through LinkedIn. Ask them about their experiences and any insights they can share about the company culture and expectations for the Private Client Tax Manager role.

✨Tip Number 4

Stay updated on changes in UK tax legislation that affect high-net-worth individuals and trusts. Being knowledgeable about recent developments will demonstrate your commitment to the role and your ability to provide valuable advice to clients.

We think you need these skills to ace Private Client Tax Manager

ATT or CTA qualification
Strong UK tax knowledge
Experience managing a private client/personal tax portfolio
Excellent communication skills
Client relationship management
Advisory skills in income tax, capital gains tax, and inheritance tax
Self-motivation
Organisational skills
Time management skills
Mentoring and coaching junior team members
Ability to identify growth opportunities
Collaboration with partners and senior managers

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your ATT or CTA qualifications and relevant experience managing a private client tax portfolio. Emphasise your strong UK tax knowledge, particularly with high-net-worth individuals and trusts.

Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and explains why you are a good fit for the role. Mention your self-motivation and organisational skills, and how they align with the firm's flexible and people-focused environment.

Highlight Relevant Experience: In your application, provide specific examples of how you've managed client relationships and delivered advisory services. This will demonstrate your ability to build trust with high-net-worth individuals and your capability to mentor junior team members.

Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail and professionalism, which are crucial in the accounting field.

How to prepare for a job interview at Advanced Resource Managers

✨Showcase Your Tax Knowledge

Make sure to brush up on your UK tax laws, especially those related to high-net-worth individuals and trusts. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.

✨Demonstrate Your Client Management Skills

Since the role involves managing relationships with clients, think of examples where you've built trust and rapport with clients. Highlight your communication skills and how you've effectively collaborated with teams in previous roles.

✨Prepare for Technical Questions

Expect questions that test your technical knowledge, particularly around income tax, capital gains tax, and inheritance tax. Practise explaining these concepts clearly and concisely, as if you were advising a client.

✨Emphasise Your Organisational Skills

As a Private Client Tax Manager, you'll need to manage multiple clients and deadlines. Be ready to discuss how you prioritise tasks and manage your time effectively, perhaps by sharing specific tools or methods you use.

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