At a Glance
- Tasks: Manage private client tax compliance and support junior team members in a collaborative environment.
- Company: Join AG, a forward-thinking firm of Chartered Accountants and Tax Consultants.
- Benefits: Enjoy 25+ days holiday, annual salary reviews, and flexible benefits like gym discounts.
- Other info: We value diversity and encourage applicants from all backgrounds.
- Why this job: Make a real impact while developing your career in a supportive team.
- Qualifications: ATT and/or CTA qualified with experience in Private Client/Personal Tax.
The predicted salary is between 40000 - 50000 € per year.
The role involves joining our fantastic Personal Tax team, based in our Bristol, Taunton and Yeovil offices. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You’ll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a manager, you’ll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do.
What you’ll be doing:
- Managing a portfolio of private client tax compliance work
- Reviewing personal tax returns to ensure accuracy and technical quality
- Acting as a reliable and approachable point of contact for clients
- Supporting trainees and more junior team members
- Working closely with partners, directors and colleagues within the Personal Tax team
- Helping to ensure deadlines are met and work is delivered efficiently
While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests.
What we need from you:
- Be ATT and/or CTA qualified
- Have experience of working at a similar level within Private Client/Personal Tax
- Enjoy managing compliance work and maintaining high standards
- Be a collaborative team player
- Be comfortable reviewing work and supporting the development of others
- Have a professional, organised and thoughtful approach to client service
If your experience isn’t a complete match but you feel you could bring a lot to AG, we’d still encourage you to apply so that we can learn more about you!
What we can give you in return:
- A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
- An annual salary review
- A Level 1 Medicash Plan provided to all employees
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
- One volunteering day per year
- Cinema society discounts
- GymFlex discounts
- Bupa private medical insurance available
- Electric car and cycle to work schemes
About AG: Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals. We are friendly, fair and forward thinking with a can‑do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful. Our people are vital to our continued success, and we are always looking to train and develop individuals who could be our future Partners and leaders. Albert Goodman is committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, as well as a Disability Confident Committed employer. We offer an environment where candidates and colleagues feel valued and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.
Manager (Compliance), Private Client Tax in Taunton employer: Albert Goodman LLP
At Albert Goodman, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that fosters professional growth and development. With a competitive benefits package, including generous holiday allowances, health plans, and opportunities for volunteering, our Bristol, Taunton, and Yeovil offices provide a vibrant environment where you can thrive while making a meaningful impact in the lives of our private clients.
StudySmarter Expert Advice🤫
We think this is how you could land Manager (Compliance), Private Client Tax in Taunton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend doing mock interviews with friends or family to boost your confidence. Remember, showing genuine interest in the role and the company can really set you apart!
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. We suggest mentioning something specific from the interview to remind them of your conversation and reinforce your enthusiasm for the role.
✨Tip Number 4
Don’t hesitate to apply through our website! Even if you think you might not meet every single requirement, we encourage you to throw your hat in the ring. You never know what unique skills you might bring to the table that could make you the perfect fit!
We think you need these skills to ace Manager (Compliance), Private Client Tax in Taunton
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your compliance work and any relevant qualifications like ATT or CTA. We want to see how you can bring value to our Personal Tax team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your experience aligns with our needs. Remember, we love a collaborative spirit, so show us how you work well with others.
Showcase Your Client Management Skills:Since this role involves managing a portfolio of clients, be sure to mention any previous experience you have in client management. We’re looking for someone who can build strong relationships, so share examples of how you've done this in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our fantastic team!
How to prepare for a job interview at Albert Goodman LLP
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance and the specific regulations that apply to private clients. Being able to discuss recent changes in tax legislation or common compliance issues will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Team Spirit
Since this role involves collaboration and supporting junior team members, be ready to share examples of how you've worked effectively in a team. Highlight any experiences where you've mentored others or contributed to a positive team environment.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be prepared to discuss how you would handle specific compliance challenges or client queries. This will demonstrate your problem-solving skills and your ability to maintain high standards in client service.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team's approach to professional development or how they maintain their reputation for quality. This shows your enthusiasm for the role and your desire to contribute positively to the team.
