At a Glance
- Tasks: Lead a dynamic team in delivering high-level tax advisory and compliance solutions.
- Company: Join a fast-growing independent firm with a stellar reputation in the Midlands.
- Benefits: Enjoy flexible working, private medical cover, and a comprehensive benefits package.
- Other info: Great career progression towards Director/Partner level with full support for professional qualifications.
- Why this job: Shape your career in a visible role with direct access to Partners and leadership opportunities.
- Qualifications: Experience in Private Client and Trust Tax with strong leadership skills.
The predicted salary is between 54000 - 66000 £ per year.
Are you an ambitious Private Client and Trust Tax specialist looking to lead a dedicated team within one of the region’s fastest-growing independent firms? Do you thrive on delivering high-level Inheritance Tax, Trust, and CGT advisory while taking direct ownership of team growth, client relationships, and service delivery? If you are seeking a highly visible, progressive position working closely with Partners, this opportunity offers the perfect platform to shape your career and elevate a key service line.
About the Firm
This leading Independent Firm of Accountants has grown to over 150 employees, establishing an outstanding reputation for delivering integrated tax, audit, and strategic advisory services. Combining market-leading technical capability with a forward-thinking, collaborative environment, the practice continues to expand its footprint rapidly across the Midlands.
Responsibilities
- Lead, coach, and develop the specialist Private Client & Trust Services team, overseeing workflow, WIP, billing, recoveries, and performance appraisals.
- Deliver high-level advisory solutions covering Trusts, Inheritance Tax (IHT), Capital Gains Tax (CGT), offshore structures, and international tax matters.
- Oversee and lead the Personal and Trust Tax compliance framework, maintaining overall review and sign-off authority for complex returns.
- Ensure full departmental compliance across 60-day CGT Returns, the Trust Registration Service (TRS), Trust IHT Returns, and CRS reporting.
- Act as a senior point of contact for HMRC, external professional advisers, and high-net-worth clients, managing complex tax risks proactively.
- Drive business development initiatives, networking, and technical content generation to support regional market growth.
As a Private Client Tax Senior Manager you will:
- Utilize specialist tax and accountancy software (such as CCH or Digita) to manage department compliance and reporting efficiently.
- Maintain an individual personal chargeability target of 70% utilisation.
- Target and maintain 80% recovery on compliance engagements and 100% recovery on high-value advisory projects.
- Work directly alongside Partners to shape long-term business development, talent retention, and team recruitment strategy.
- Identify cross-selling opportunities across wider service lines including corporate tax, wealth management, and technology transformation.
What You’ll Receive
- Flexible working options including core hours and hybrid office/remote working arrangements.
- Private medical cover options available upon joining.
- Employer pension contributions included as part of a comprehensive benefits package.
- Direct path to leadership with structured progression reviews toward Director/Partner level.
- Full support and study/membership coverage for relevant professional qualifications and professional bodies.
Private Client Tax Senior Manager in Worcester) employer: Austin Rose Associates Limited
Austin Rose Associates Limited is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Aberdeen. With a strong focus on employee growth, you will have the opportunity to lead high-impact projects while enjoying a comprehensive benefits package that includes hybrid working options, medical cover, and a competitive pension contribution, making it a rewarding place to advance your career in corporate tax.
Contact Details:
Austin Rose Associates Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager in Worcester)
✨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 Austin Rose Associates Limited, 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 Senior Manager in Worcester)
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 Austin Rose Associates Limited'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 Austin Rose Associates Limited. 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 Austin Rose Associates Limited!
How to prepare for a job interview at Austin Rose Associates Limited
✨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 Austin Rose Associates Limited.
✨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 Austin Rose Associates Limited. It helps to show our commitment!
