At a Glance
- Tasks: Manage private client tax compliance and support junior team members in a collaborative environment.
- Company: Join Albert Goodman, a forward-thinking firm with a friendly culture.
- Benefits: Enjoy 25+ days holiday, annual salary reviews, and flexible benefits.
- Other info: Be part of a B Corp certified firm that values diversity and inclusion.
- Why this job: Make a real impact while developing your career in a supportive team.
- Qualifications: ATT/CTA qualified with experience in Private Client/Personal Tax.
The predicted salary is between 40000 - 50000 £ per year.
We are looking for a Private Client Tax Manager to join our fantastic Personal Tax team. The Personal Tax team is based in our Bristol, Taunton and Yeovil offices so we would welcome applications for any of these.
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:
- Ideally you will 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
- Group pension scheme
- 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.
What sets us apart:
A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023. We’ve previously been named the Best Companies number one accountancy firm to work for in the UK, as well as a “World Class Place to Work”. To add to the list we’ve recently been officially certified as a Great Place to Work employer, as voted for by feedback from our people!
Private Client Tax Manager (Compliance) in Bath employer: Albert Goodman
At Albert Goodman, we pride ourselves on being a fantastic 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 training, our Bristol, Taunton, and Yeovil offices provide an ideal environment for Private Client Tax Managers to thrive while making a meaningful impact in the lives of our clients and communities. Join us and be part of a team that values diversity, innovation, and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager (Compliance) in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and compliance field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company culture and values. At StudySmarter, we believe that understanding the vibe of the workplace can help you tailor your responses and show how you’d fit right in with the team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it aligns with the Private Client Tax Manager role. Keep it concise but impactful – we want to hear how you can contribute to the team’s success.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our fantastic team at Albert Goodman.
We think you need these skills to ace Private Client Tax Manager (Compliance) in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Manager role. Highlight your compliance experience and any relevant qualifications like ATT or CTA to catch our eye!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about personal tax and how you can contribute to our team. Share specific examples of your past work that demonstrate your ability to manage client portfolios effectively.
Showcase Your Team Spirit:We love collaborative team players! In your application, mention instances where you've supported junior colleagues or worked closely with others to achieve common goals. It’s all about building strong relationships here!
Apply Through Our Website:For the best chance of success, make sure to apply through our website. This way, we can easily track your application and get back to you quickly. We can’t wait to hear from you!
How to prepare for a job interview at Albert Goodman
✨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 genuinely engaged with 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 mentoring experiences or situations where you helped others succeed, as this will resonate well with their emphasis on teamwork.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their Personal Tax team, the types of clients they work with, and how they support professional development. This shows your interest in the role and helps you gauge if it's the right fit for you.
✨Demonstrate Your Organisational Skills
As a Private Client Tax Manager, you'll need to manage multiple clients and deadlines. Be prepared to discuss how you prioritise tasks and ensure accuracy in your work. Sharing specific examples of how you've successfully managed your workload will highlight your organisational abilities.
