At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide practical advice.
- Company: Join a growing independent accountancy practice that values relationships.
- Benefits: Competitive salary, career growth opportunities, and a supportive work environment.
- Other info: Collaborative culture where your ideas are welcomed and valued.
- Why this job: Make a real impact by mentoring others and shaping the future of the business.
- Qualifications: Experience in accountancy, strong knowledge of personal tax, and excellent communication skills.
The predicted salary is between 45000 - 50000 £ per year.
Are you the person clients ask for by name?
Perhaps you're an experienced Personal Tax Senior ready to step into a leadership role.
Maybe you're already a Client Manager, Portfolio Manager or Assistant Manager looking for a practice where relationships matter just as much as technical expertise.
If you're looking for a role where you can genuinely influence clients, mentor others and help shape the future of a growing business, this could be exactly what you've been waiting for.
This is far more than a compliance role.
You'll become the trusted adviser for your own portfolio of personal tax clients, building long-term relationships and providing practical advice they can understand.
You'll also play an important part in developing junior talent and contributing ideas that help the practice continue its ambitious growth.
If you enjoy working closely with people, take pride in delivering outstanding client service and want your contribution to make a real difference, you'll find plenty of opportunity here.
Responsibilities: Manage a varied portfolio of personal tax clients including sole traders, partnerships, landlords and company directors.
Review Self Assessment tax returns along with sole trader, partnership and rental accounts.
Meet clients throughout the year, providing practical advice in straightforward language.
Act as the main point of contact, building trusted long-term relationships.
Mentor and support an Accounts Technician, helping develop their technical ability and confidence.
Manage workflow, deadlines and identify opportunities to improve client service and internal processes.
The Ideal Candidate Experience working within an accountancy practice.
Strong knowledge of Self Assessment and personal tax.
Comfortable managing your own client portfolio and building lasting client relationships.
Experience reviewing work completed by junior colleagues and supporting their development.
Confident communicator who explains technical matters in plain English.
Organised, proactive and keen to play a part in the future growth of the business.
Opportunity to join a growing independent accountancy practice with genuine long-term career prospects.
A varied portfolio with autonomy to build strong client relationships.
The chance to mentor and develop junior team members.
Support to continue developing your technical knowledge and leadership skills.
Opportunity to become part of the future leadership team.
Friendly, collaborative working environment where your ideas are welcomed.
Register your interest by applying today or call Richard Davies or Luke Scale on 01926 290 290 to discuss this opportunity further, always in complete confidence.
Addington Ball is a specialist finance and accounting recruitment consultancy covering the Midlands and Northern Home Counties.
We are a member of TEAM and are acting as an Employment Agency in relation to this vacancy.
Job ref - ABJ/261458 - Personal Tax Client Manager.
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Personal Tax Client Manager in Leicester employer: All The Top Bananas
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StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Client Manager in Leicester
✨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 All The Top Bananas, 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 Personal Tax Client Manager in Leicester
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 All The Top Bananas'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 All The Top Bananas. 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 All The Top Bananas!
How to prepare for a job interview at All The Top Bananas
✨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 All The Top Bananas.
✨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 All The Top Bananas. It helps to show our commitment!
