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- Tasks: Manage a tax team and client portfolio, ensuring timely task completion and client satisfaction.
- Company: Join a well-established Chartered Accountancy firm with a strong reputation in the industry.
- Benefits: Enjoy 25 days holiday, hybrid working, profit share, and health cashback schemes.
- Why this job: Be part of a supportive culture that values mentorship and professional growth while making a real impact.
- Qualifications: Must be ATT or CTA qualified with prior tax experience and strong management skills.
- Other info: Opportunity to work with diverse clients including business owners and high-net-worth individuals.
The predicted salary is between 43200 - 72000 £ per year.
Bond Williams Accounting and Finance are pleased to be working with one of the areas established Chartered Accountancy firms to recruit a Private Client Tax Manager. Reporting to a Private Client Tax Manager, you will have responsibility for the service delivery and management of a tax team and portfolio of clients.
- Meeting personal and team targets
- Meet KPIs
- Forecasting and planning workflow
- Oversee training and provide support for less experienced staff members
The client portfolio would be a mixed one covering business owners, property investors, HNWI and UHNW families, trusts and estates.
Key responsibilities:
- To oversee efficient and timely completion of tasks.
- Act as point of contact for the portfolio allocated
- Annual client reviews to assess fees, services needed and tax planning
- Control budgets, chargeable hours and recoverability for the portfolio allocated including apprentices
- Organise and monitor workflow
- Motivate, mentor and encourage all team members to reach their potential
- Acting as a company Ambassador and actively promote services to existing and potential clients across all services
You will need to be qualified ATT or CTA with previous tax experience within an accountancy practice, have a strong client service approach and previous management experience. You will also need to have excellent communication and IT skills and be very self-motivated.
In return, a good working environment is offered together with exceptional benefits including 25 days holiday plus birthday and bank holidays (but option to buy and sell up to 5 days after probation), profit share, hybrid working, health cashback scheme, salary sacrifice pension scheme and parking to mention a few.
Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency.
Private Client Tax Manager employer: Bond Williams
Contact Detail:
Bond Williams Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with others who may have insights or leads on job openings, including our position at StudySmarter.
✨Tip Number 2
Showcase your leadership skills by discussing any previous experience managing teams or mentoring staff. Highlighting these experiences during interviews can set you apart as a candidate who can motivate and develop others.
✨Tip Number 3
Familiarise yourself with the latest tax regulations and trends that affect private clients. Being knowledgeable about current issues will demonstrate your commitment to the role and your ability to provide valuable insights to clients.
✨Tip Number 4
Prepare to discuss how you would manage client relationships effectively. Think of examples where you've successfully handled client concerns or improved service delivery, as this will show your strong client service approach.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ATT or CTA certification, and relevant tax experience. Emphasise your management skills and client service approach, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Client Tax Manager position. Mention specific experiences that demonstrate your ability to manage a tax team and your success in meeting KPIs and targets.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples of how you've effectively communicated with clients or mentored team members in your application materials.
Highlight Your Leadership Experience: Detail any previous management roles or experiences where you motivated and mentored team members. This will show your capability to lead a tax team and support less experienced staff.
How to prepare for a job interview at Bond Williams
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and practices relevant to private clients. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Demonstrate Leadership Skills
As a Private Client Tax Manager, you'll be expected to lead a team. Share examples of how you've motivated and mentored team members in the past, and how you plan to foster a positive working environment.
✨Prepare for Client Scenarios
Think about the types of clients you'll be managing, such as business owners and high-net-worth individuals. Prepare to discuss how you would approach their unique tax needs and any strategies you would implement for effective service delivery.
✨Highlight Your Communication Skills
Effective communication is key in this role. Be ready to explain how you ensure clear communication with clients and your team, especially when discussing complex tax matters or during annual client reviews.
