Private Client Tax Manager (3147) in Torquay
Private Client Tax Manager (3147)

Private Client Tax Manager (3147) in Torquay

Torquay Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage personal tax portfolios and provide expert advisory services to clients.
  • Company: A leading accountancy practice with a supportive, people-focused culture.
  • Benefits: Competitive salary, hybrid working, pension scheme, and employee assistance programs.
  • Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
  • Qualifications: Experience in personal tax compliance; ATT or CTA qualified preferred.
  • Other info: Great career progression opportunities in a collaborative environment.

The predicted salary is between 36000 - 60000 Β£ per year.

This highly regarded and growing accountancy practice is committed to delivering first-class professional services while maintaining a supportive, people-focused culture. With a strong presence across the South West, the firm provides opportunities to work on challenging and diverse projects, while fostering career progression and wellbeing.

A fantastic opportunity has arisen for a Private Client Tax Manager to join the Torquay office. The successful candidate will manage a varied portfolio of personal tax clients, including high-net-worth individuals and trusts, while delivering both compliance and advisory services. This is a hybrid role offering a mix of office and home-based working, suited to a motivated professional looking to develop their career in a collaborative and forward-thinking environment.

Responsibilities
  • Manage a portfolio of personal tax cases, including HNW individuals and trusts.
  • Provide expert tax advisory services on areas such as IHT, residence, domicile, and CGT.
  • Review and support the work of junior staff, contributing to their professional development.
  • Maintain strong client relationships and liaise with HMRC and professional advisers to deliver exceptional service.
Requirements
  • Proven experience in personal tax compliance and advisory work.
  • ATT or CTA qualified (or equivalent), with up-to-date technical knowledge.
  • Strong organisational skills, with the ability to manage deadlines effectively.
  • Professional, discreet, and able to build rapport quickly with clients.
Benefits
  • Employer pension scheme
  • Cycle to work scheme
  • Client and employee referral bonuses
  • Employee assistance program
  • Virtual GP
  • Discounted shopping portal

If you are an ambitious tax professional ready to take the next step in your career, apply today to find out more about this exciting opportunity.

Note on Sponsorship: We regret to inform you that currently, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.

Private Client Tax Manager (3147) in Torquay employer: Cathedrala appointments

Join a highly regarded and growing accountancy practice in Torquay, where you will be part of a supportive, people-focused culture that prioritises employee wellbeing and career progression. This hybrid role as a Private Client Tax Manager offers the chance to manage a diverse portfolio of high-net-worth clients while working on challenging projects, all within a collaborative environment that values professional development and strong client relationships.
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Contact Detail:

Cathedrala appointments Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Manager (3147) in Torquay

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching the company and its culture. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience and how it relates to the role of Private Client Tax Manager. Highlight your skills in managing personal tax cases and building client relationships to stand out.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Private Client Tax Manager (3147) in Torquay

Personal Tax Compliance
Tax Advisory Services
IHT Knowledge
Residence and Domicile Expertise
Capital Gains Tax (CGT) Knowledge
Portfolio Management
Client Relationship Management
HMRC Liaison
Organisational Skills
Deadline Management
Professional Discretion
Rapport Building
Team Leadership
ATT or CTA Qualification

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with personal tax compliance and advisory work, especially with high-net-worth individuals and trusts. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team in Torquay. Share your passion for tax advisory services and how you can contribute to our supportive culture. Remember, we love a good story!

Showcase Your Qualifications: Don’t forget to mention your ATT or CTA qualifications (or equivalent) in your application. We’re keen on candidates who have up-to-date technical knowledge, so make sure that shines through in your written application.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!

How to prepare for a job interview at Cathedrala appointments

✨Know Your Tax Stuff

Make sure you brush up on your personal tax compliance and advisory knowledge, especially around IHT, residence, domicile, and CGT. Being able to discuss these topics confidently will show that you're the expert they need.

✨Showcase Your Client Relationship Skills

Prepare examples of how you've built strong relationships with clients in the past. This role requires a professional who can connect quickly and maintain rapport, so be ready to share your success stories.

✨Demonstrate Leadership Potential

Since you'll be reviewing and supporting junior staff, think about times when you've mentored or guided others. Highlighting your leadership skills will show that you're not just a manager but also a team player.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's culture, career progression opportunities, and the types of projects you'll be working on. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

Private Client Tax Manager (3147) in Torquay
Cathedrala appointments
Location: Torquay
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