Private Client Tax Manager in Kendal

Private Client Tax Manager in Kendal

Kendal Full-Time 45000 - 55000 £ / year (est.) No working from home possible
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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 45000 - 55000 £ 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, a competitive benefits package, and a Smart Working Policy that promotes a healthy work-life balance. Join us to be part of a dedicated team where your contributions are valued and rewarded, ensuring a fulfilling career in Private Client Tax Advisory Services.

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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

Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at Armstrong Watson. Building relationships can open doors that a CV just can't.

Show Off Your Skills

When you land that interview, make sure to highlight your experience with advisory projects and client interactions. Use specific examples to demonstrate how you've provided outstanding service and proactive tax planning advice in the past.

Ask Smart Questions

During interviews, come prepared with insightful questions about the team dynamics and ongoing projects. This shows you're genuinely interested in the role and helps you assess if it's the right fit for you too!

Apply Through Our Website

Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on joining the Armstrong Watson family.

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

CTA qualified
Tax Advisory Services
Proactive Tax Planning
Project Management
Client Relationship Management
Communication Skills
Teamwork Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualifications, advisory project experience, and any specific knowledge you have about Agricultural Tax and Trust matters. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory services and how your experience aligns with our needs. Don’t forget to mention your excellent communication skills and teamwork abilities – we love that!

Showcase Your Client Interaction Skills:Since dealing directly with clients is key for this role, make sure to include examples of how you've provided outstanding service in the past. We want to know how you handle client queries and ensure they feel valued and supported.

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team at Armstrong Watson!

How to prepare for a job interview at Armstrong Watson LLP

Know Your Tax Stuff

Make sure you brush up on your knowledge of Private Client Tax Advisory Services, especially around Agricultural Tax and Trust matters. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.

Showcase Your Communication Skills

Since this role involves liaising with clients and team members, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated complex tax issues in the past, as this will demonstrate your ability to provide outstanding service.

Demonstrate Leadership Experience

As a Private Client Tax Manager, you'll be managing Tax Seniors and Trainees. Be ready to share specific instances where you've led projects or mentored others. This will highlight your leadership skills and your capability to manage a team effectively.

Prepare for Client Scenarios

Think about potential client scenarios you might face in this role. Prepare to discuss how you would approach new client meetings and deliver proactive tax planning advice. This will show that you're not only ready for the job but also proactive in your thinking.