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- Tasks: Manage clients' tax affairs, prepare tax returns, and liaise with HMRC.
- Company: Join a reputable firm known for tax excellence and a diverse client base.
- Benefits: Enjoy hybrid working with 2 days in the office and flexible hours.
- Why this job: Gain autonomy and work with high-profile clients in a dynamic environment.
- Qualifications: Experience in private client tax is essential; attention to detail is key.
- Other info: Opportunity to report directly to partners and engage with interesting cases.
The predicted salary is between 43200 - 72000 £ per year.
This independent firm has a reputation for tax excellence and a high quality and diverse client base.
The head of private client tax is keen to recruit an experienced portfolio manager to handle all aspects of your clients\’ tax affairs.The client base includes HNWI, entrepreneurs, non res/non-dom individuals and trusts. This is a compliance centred role where efficiency and attention to detail is key. You will have ownership of your work load, reporting directly to partners and having contact with your clients, HMRC and third party intermedaries.
Responsibilities
The preparation of Self Assessment Tax Returns and supporting documents.
The completion of CGT returns.
The calculation of overall tax liability.
Checking and responding to correspondence from HMRC.
Liaising with clients to keep them fully updated.
Assisting with ad hoc planning work as required.
Managing WIP and billing.
This vacancy would suit an experienced private client tax specialist looking for an autonomous role and exposure to a diverse and interesting client base. The firm has fully embraced hybrid working with 2 days per week in the office.
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Contact Detail:
Buckley Consulting LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Familiarise yourself with the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals and non-residents. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 2
Network with professionals in the tax industry, particularly those who work with private clients. Attend relevant seminars or webinars to connect with potential colleagues and learn about the latest trends and challenges in personal tax management.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your previous experience that highlight your ability to manage complex tax affairs efficiently. This will showcase your problem-solving skills and attention to detail during interviews.
✨Tip Number 4
Demonstrate your understanding of the firm's client base by researching their typical needs and challenges. Tailor your conversations to show how your expertise aligns with their requirements, making you a more attractive candidate for the role.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax management, especially with high-net-worth individuals and trusts. Use specific examples to demonstrate your expertise in preparing Self Assessment Tax Returns and handling correspondence with HMRC.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your attention to detail and efficiency, as these are key qualities for the position. Discuss how your previous experience aligns with the responsibilities outlined in the job description.
Showcase Relevant Skills: Emphasise skills that are crucial for this role, such as tax compliance, client management, and communication with third-party intermediaries. Provide examples of how you've successfully managed similar tasks in past roles.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents. Ensure there are no spelling or grammatical errors, as attention to detail is vital in this compliance-centred role.
How to prepare for a job interview at Buckley Consulting LLP
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and compliance requirements, especially those relevant to high-net-worth individuals and trusts. Demonstrating your expertise in Self Assessment Tax Returns and CGT returns will impress the interviewers.
✨Highlight Your Attention to Detail
Since this role requires a strong focus on accuracy, be prepared to discuss specific examples from your past work where your attention to detail made a significant difference. This could include instances of successfully managing complex tax affairs or resolving discrepancies with HMRC.
✨Prepare for Client Interaction Scenarios
As you'll be liaising directly with clients, think about how you would handle various client scenarios. Be ready to discuss how you keep clients informed and manage their expectations, as well as any challenging situations you've navigated in the past.
✨Emphasise Your Autonomy and Work Management Skills
This position offers ownership of your workload, so it's crucial to convey your ability to manage tasks independently. Share examples of how you've effectively prioritised your work, managed billing, and handled WIP in previous roles.
