Personal Tax Client Manager

Personal Tax Client Manager

Full-Time 45000 - 50000 £ / year (est.) Home office (partial)
Blusource Professional Services Ltd

At a Glance

  • Tasks: Manage personal tax clients and mentor junior team members while preparing and reviewing tax returns.
  • Company: Friendly and flexible accountancy firm in Leicester with a strong client base.
  • Benefits: Work from home one day a week, early finishes on Fridays, and free parking.
  • Other info: Great opportunity for career development in a small, successful practice.
  • Why this job: Join a supportive team and play a key role in the firm's growth and client success.
  • Qualifications: No strict qualifications needed; focus on attitude, leadership, and personality.

The predicted salary is between 45000 - 50000 £ per year.

A rare tax opportunity in Leicester, this job offers a position with a friendly, professional and flexible accountancy firm, offering 1 day per week from home, an early finish on Fridays at 3pm, free parking and an enjoyable, varied Personal Tax position, suited to anyone from Tax Senior to Tax Manager grade.

You will be the number 1 in your tax department, reporting to the owner and helping to develop a Tax Semi-Senior and oversee a Trainee, with your job both completing tax returns, but also reviewing them.

In a small, but successful practice, this firm can be flexible on start and finish times if needed.

They are a successful, smaller practice, with loyal staff, a solid client base developed over many years and a great opportunity to improve what they do, their IT capability and grow the practice.

This firm have some flexibility on your experience level in personal tax, the emphasis being on getting the right person longer-term.

The exact job title will depend on the level of the person hired, but the intention is that you would develop your position over time.

The job is available to Personal Tax Seniors, Client Managers, Portfolio Managers or Assistant Managers who are ready to take the next step in their career.

The successful candidate will become an important part of the practice's long-term growth plans, so personality, leadership potential and client relationship skills are just as important as technical knowledge.

Salary really depends on experience and would be judged after interview, but an approximate guide is up to and around £50,000.

JOB DETAILS

The role will involve managing a portfolio of personal tax clients, including sole traders, partnerships, landlords and company directors.

The firm are looking for more than someone who can prepare tax returns.

The right person will become a trusted adviser to clients, mentor a junior member of the team and play a key role in the future development of the practice.

Qualifications aren't a priority, they are far more interested in finding someone with the right attitude, leadership qualities and personality, who fits the firm’s culture and enjoys helping both clients and colleagues succeed.

If you are seeking the chance to work in a friendly, established firm, this opportunity could be ideal for you. The firm will pay well for the right person

Blusource Professional Services Ltd

Contact Details:

Blusource Professional Services Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Tax Client Manager

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 Blusource Professional Services Ltd, 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 Personal Tax Client Manager

Personal Tax Knowledge
Client Relationship Management
Leadership Skills
Mentoring
Tax Return Preparation
Portfolio Management
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 Blusource Professional Services Ltd'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 Blusource Professional Services Ltd. 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 Blusource Professional Services Ltd!

How to prepare for a job interview at Blusource Professional Services Ltd

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 Blusource Professional Services Ltd.

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 Blusource Professional Services Ltd. It helps to show our commitment!