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- Tasks: Manage a portfolio of private clients and provide tax advice.
- Company: Join a top 60 accountancy firm with a thriving Private Client Tax team.
- Benefits: Enjoy flexible hybrid working, career development, and a supportive environment.
- Why this job: Perfect for those seeking technical variety and leadership in a client-focused setting.
- Qualifications: CTA qualified or experienced, with strong personal tax knowledge and communication skills.
- Other info: Opportunity for progression based on performance and experience.
The predicted salary is between 43200 - 72000 £ per year.
A top 60 accountancy firm is seeking an experienced and ambitious Private Client Tax professional to their Ipswich office as a Senior Manager. The successful candidate will join a thriving Private Client Tax team. With a 50/50 split between compliance and advisory work, the role is ideal for a current Senior Manager or a highly experienced Manager ready to take the next step.
Role Responsibilities
- Manage a portfolio of private clients, including high-net-worth individuals, business owners, landowners, and family trusts and estates.
- Review self-assessment tax returns and ensure high-quality, compliant output from junior team members.
- Provide technical guidance on personal tax issues including Capital Gains Tax planning, Remuneration planning, IR35 matters, Trusts and Inheritance Tax, Property income.
- Advise on complex tax matters, including residence issues, emigration/immigration, property development, and landed estates.
- Contribute to business development activities and promote the firm's services externally.
- Collaborate with the wider tax and advisory team on cross-departmental initiatives.
- Participate in budgeting and billing processes.
- Provide mentoring and training to junior team members.
Personal Requirements
- CTA qualified (or qualified by experience).
- Proven experience managing private client portfolios in a professional services setting.
- Strong knowledge of personal tax compliance and advisory work.
- Confident communicator with the ability to explain complex tax issues clearly and accessibly.
- Comfortable working independently while also contributing positively to team development.
- High ICT literacy, with experience using MS Office and tax software (CCH experience preferred).
- Demonstrated ability to meet deadlines and manage competing priorities.
- Experience reviewing work of junior staff and providing constructive feedback.
- Willing to travel occasionally within East Anglia and undertake overnight stays as needed.
Benefits
- Flexible hybrid working policy (up to two days from home per week once established).
- Career development opportunities, including support for further qualifications.
- A supportive and collaborative working environment within a well-established regional team.
- Exposure to a broad and varied client base.
- Opportunity to progress in line with performance and experience.
This is an ideal role for an experienced Private Client Tax Manager ready to take the next step in their career, or for a current Senior Manager seeking a new challenge in a dynamic and supportive firm. If you're seeking a role that offers both technical variety and leadership opportunity within a high-quality client-focused environment, we'd love to hear from you.
Butler Rose is committed to equality in the workplace and is an equal opportunity employer. Butler Rose Ltd is acting as an Employment Business in relation to this vacancy.
Personal/ Private Client Tax Senior Manager employer: Butler Rose
Contact Detail:
Butler Rose Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal/ Private Client Tax Senior Manager
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in personal tax legislation. Being well-informed will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience managing private client portfolios in detail. Be ready to share specific examples of how you've successfully navigated complex tax issues and provided value to clients.
✨Tip Number 4
Showcase your leadership skills during the interview. Highlight instances where you’ve mentored junior staff or contributed to team development, as this aligns with the role's responsibilities.
We think you need these skills to ace Personal/ Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing private client portfolios and your knowledge of personal tax compliance. Use specific examples that demonstrate your ability to handle complex tax matters.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your CTA qualification and how your background aligns with the responsibilities outlined in the job description, particularly your experience in advisory work.
Showcase Your Communication Skills: Since the role requires clear communication of complex tax issues, consider including examples in your application that demonstrate your ability to explain technical concepts to clients or team members effectively.
Highlight Leadership Experience: Emphasise any mentoring or training roles you've had with junior staff. This will show your capability to lead and develop a team, which is crucial for the Senior Manager position.
How to prepare for a job interview at Butler Rose
✨Showcase Your Technical Knowledge
As a Private Client Tax Senior Manager, you'll need to demonstrate a strong understanding of personal tax compliance and advisory work. Be prepared to discuss specific tax issues such as Capital Gains Tax planning and IR35 matters, and provide examples from your past experience.
✨Highlight Your Leadership Skills
This role involves mentoring junior team members and contributing to team development. Share instances where you've successfully led a team or provided constructive feedback, showcasing your ability to guide others while managing your own portfolio.
✨Prepare for Business Development Questions
Since the position includes promoting the firm's services externally, think about how you can contribute to business development. Prepare to discuss any previous experiences in client acquisition or networking that could benefit the firm.
✨Demonstrate Your Communication Skills
You'll need to explain complex tax issues clearly and accessibly. Practice articulating complicated concepts in simple terms, as this will be crucial in your role when dealing with high-net-worth individuals and other clients.
