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For Companies 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, generous holiday, private healthcare, and pension scheme.
- Other info: Flexible working options available, with excellent progression opportunities.
- Why this job: Join a forward-thinking firm and build strong client relationships while advancing your career.
- Qualifications: 5+ years in a tax-focused role with strong personal tax compliance knowledge.
The predicted salary is between 42000 - 52500 £ per year.
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 £42,000+ (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
Private Client Tax Manager employer: Autograph Recruitment
Contact Detail:
Autograph Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience and expertise in personal tax compliance. Share specific examples of how you've managed client relationships and tackled complex tax issues. We want to see your passion shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s culture, values, and recent projects. Prepare questions that show you’re genuinely interested in their work and how you can contribute to their team. Remember, it’s a two-way street!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on board!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your 5+ years in tax-focused roles and any specific achievements that showcase your expertise in personal tax compliance.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Mention your experience managing client relationships and how you can contribute to our collaborative culture. Keep it engaging and personal!
Showcase Your Soft Skills: We value strong communication and interpersonal skills, so don’t forget to highlight these in your application. Share examples of how you've built client relationships or worked effectively in a team setting.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker. We can't wait to hear from you!
How to prepare for a job interview at Autograph Recruitment
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and the latest regulations. Be ready to discuss your experience managing client portfolios and how you've handled complex tax situations in the past.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong relationships with clients. Think about specific instances where your communication skills made a difference, especially in advisory roles or during challenging tax enquiries.
✨Demonstrate Your Organisational Skills
Since this role involves managing workflows and prioritising tasks, be ready to talk about your time management strategies. Share how you keep track of deadlines and ensure that all client needs are met efficiently.
✨Emphasise Team Collaboration
This firm values a team-focused culture, so highlight your experiences working collaboratively. Discuss how you've contributed to process improvements or used technology to enhance team performance in previous roles.