At a Glance
- Tasks: Manage your own portfolio of private clients and prepare personal tax returns.
- Company: A growing accountancy practice in Somerset with a collaborative culture.
- Benefits: Competitive salary, 23 days holiday, private healthcare, and pension benefits.
- Other info: Flexible working arrangements available with excellent development opportunities.
- Why this job: Join a forward-thinking firm and build strong client relationships while progressing your career.
- Qualifications: 5+ years in a tax-focused role with strong personal tax compliance knowledge.
The predicted salary is between 51750 - 63250 £ per year.
Private Client Tax Manager Somerset (Full-Time / Part-Time Considered)
A well-established and growing accountancy practice in Somerset is looking to recruit an experienced
Private Client Tax professional to join their expanding team.
This is an excellent opportunity to join a collaborative and forward-thinking firm, working closely with experienced accountants and partners, and gaining exposure to a diverse client base ranging from SME business owners to high-net-worth individuals.
The Role
- Managing your own portfolio of private clients, with support from senior leadership
- Preparing personal tax returns and computations within deadlines
- Acting as a key point of contact, building strong client relationships
- Supporting clients across all aspects of their tax affairs, including advisory work
- Proactively managing workflows and prioritising day-to-day tasks
- Assisting with ad hoc projects such as tax enquiries, disclosures, and international tax matters
- Contributing to process improvements and use of technology within the team
- Working Environment
The firm has a strong team-focused culture and values in-office collaboration.
While flexible working arrangements are supported (including reduced hours and job shares), this is primarily an office-based role.
You will be given autonomy in your work, alongside ongoing support and development opportunities to help you progress your career.
Experience Required
- Minimum 5+ years experience in a similar tax-focused role
- Strong practical knowledge of personal tax compliance
- Experience managing client relationships
- Background within an accountancy practice environment
- Personal Attributes
- Self-motivated and proactive
- Strong communication and interpersonal skills
- High level of professionalism and confidentiality
- Excellent attention to detail and organisational skills
- Positive, personable, and team-oriented approach
- Salary & Benefits
- Salary from circa
- £45,000+ (pro rata), depending on experience
- 23 days holiday + bank holidays (with increases for service)
- Holiday carry-over option
- Private healthcare
- Employee Assistance Programme
- Pension with death in service benefit
- Additional incentive/commission schemes
- Additional Information
- Full-time (35 hours) or part-time (minimum 28 hours) considered
- Office-based role in Somerset
- Strong progression and development opportunities available
- #J-18808-Ljbffr
Private Client Tax Manager in Nether Stowey employer: Autograph Recruitment
Join a highly regarded accountancy practice in Devon, where you will enjoy a supportive work culture that values employee growth and development. With flexible hybrid working options and a diverse portfolio of clients, this role offers the chance to build meaningful relationships while advancing your career in a collaborative environment. Experience a rewarding career with opportunities for networking and professional development in a dynamic team setting.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Nether Stowey
✨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 Autograph Recruitment, 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 Nether Stowey
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 Autograph Recruitment'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 Autograph Recruitment. 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 Autograph Recruitment!
How to prepare for a job interview at Autograph Recruitment
✨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 Autograph Recruitment.
✨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 Autograph Recruitment. It helps to show our commitment!
