Private Client Tax Manager in Kendal

Private Client Tax Manager in Kendal

Kendal Full-Time 56250 - 68750 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Lead tax advisory projects and provide expert advice to clients.
  • Company: Join a growing national tax consultancy with a supportive culture.
  • Benefits: Competitive salary, flexible working, health benefits, and professional development opportunities.
  • Other info: Enjoy a dynamic work environment with excellent career growth potential.
  • Why this job: Make a real impact in tax advisory while developing your career.
  • Qualifications: CTA qualified preferred, with strong client communication and teamwork skills.

The predicted salary is between 56250 - 68750 £ per year.

Our Tax Consultancy service line operates as a national team and supports our clients from all our offices. As a result of continued growth, we are now recruiting for a Private Client Tax Manager, to be based at our Kendal office.

The main elements of this role will include but not be limited to:

  • Liaising with Armstrong Watson clients and the wider team to deliver Private Client Tax Advisory Services
  • Undertaking new client meetings in relation to Tax Advisory opportunities
  • Delivering proactive Tax planning advice for clients
  • Managing various service line projects, including reviewing the work of other team members
  • Monitoring work in progress, recoveries and billing
  • Having formal line management responsibility of Tax Seniors and Trainees
  • Dealing with ad hoc queries from the wider firm when required

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

  • CTA qualified (Desirable)
  • Experience of leading advisory projects
  • Knowledgeable and able to provide advice surrounding Agricultural Tax and Trust matters (Desirable)
  • A Full UK Driving Licence (Essential)
  • Experience of dealing directly with clients and ensuring they receive an outstanding level of service
  • Excellent communication skills (both verbal and written) when dealing with clients and colleagues across the firm
  • Great teamwork skills to be able to communicate with your own team as well as the other Armstrong Watson teams across all offices

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

  • Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
  • Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
  • Smart Working Policy, giving you the ability to balance home and remote working
  • Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
  • Employee Assistance Programme (24/7 confidential support for wellbeing and health)
  • Paid flu jabs and eye tests
  • Introductory Commission Scheme (financial reward if you refer a new client)
  • Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
  • Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
  • Paid professional membership fees

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further. When you're with us... we're with you.

Private Client Tax Manager in Kendal employer: Armstrong Watson LLP

Armstrong Watson is an exceptional employer, offering a supportive and collaborative work culture in the picturesque location of Kendal. With a strong focus on employee growth, we provide extensive training opportunities, competitive benefits, and a Smart Working Policy that promotes a healthy work-life balance. Join us to be part of a team that values your contributions and invests in your professional development.

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Contact Details:

Armstrong Watson LLP Recruitment Team

StudySmarter Expert Advice🤫

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

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 Armstrong Watson LLP, 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 Private Client Tax Manager in Kendal

CTA qualified
Tax Advisory Services
Client Management
Proactive Tax Planning
Project Management
Team Leadership
Communication Skills

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 Armstrong Watson LLP'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 Armstrong Watson LLP. 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 Armstrong Watson LLP!

How to prepare for a job interview at Armstrong Watson LLP

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 Armstrong Watson LLP.

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 Armstrong Watson LLP. It helps to show our commitment!