At a Glance
- Tasks: Manage a portfolio of trusts and tax compliance clients while providing advisory support.
- Company: Dynamic firm with a youthful workforce and a commitment to diversity.
- Benefits: Competitive salary, comprehensive benefits, and hybrid working arrangements.
- Other info: Opportunity for travel to London for client meetings and excellent career progression.
- Why this job: Advance your career in a supportive environment while tackling complex tax matters.
- Qualifications: Accountancy or tax qualification with strong communication skills required.
The predicted salary is between 50000 - 65000 £ per year.
About the role
Responsibilities include:
- Managing a portfolio of trusts and tax compliance clients.
- Preparing trust accounts, trust self‑assessment tax returns, R185s, IHT returns, estate tax returns, and personal tax returns.
- Providing ad‑hoc planning and advisory support to directors on diverse and challenging matters.
About you
- Hold an accountancy or tax qualification such as CTA, ACA, or TEP.
- Be at senior or manager level with a desire to advance to manager level and beyond.
- Exhibit excellent written and verbal communication skills, explaining complex tax matters in clear, jargon‑free language.
- Be flexible, a team player, and capable of handling your own portfolio of complex clients while assisting others as required.
Location and Working Arrangements
The role will be based mainly at our Kent office in Goudhurst. We offer hybrid working with the expectation of three days a week in the office. Travel to our London office for client meetings is expected on an ad‑hoc basis.
Salary and Benefits
Salary will be commensurate with qualifications and experience and is competitive for a London‑quality role based outside London. A comprehensive benefits package is also available.
Eligibility
All applicants must have the Right to Work in the UK; sponsorship is not available for this role.
Private Client/Senior Manager in Goudhurst employer: Charter Tax
Join a dynamic and inclusive team at our Goudhurst office, where we prioritise employee growth and development in the field of private client management. With a competitive salary and comprehensive benefits package, we foster a collaborative work culture that values flexibility and teamwork, ensuring you can thrive while managing a diverse portfolio of clients. Our commitment to diversity and a youthful workforce makes us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client/Senior Manager in Goudhurst
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Private Client/Senior Manager role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of trusts and tax compliance. Be ready to explain complex tax matters in simple terms, just like you would with a client. This will show that you can communicate effectively, which is key for this role.
✨Tip Number 3
Don’t forget to showcase your flexibility and teamwork skills during interviews. Share examples of how you've managed your own portfolio while supporting others. This will highlight your ability to juggle responsibilities, which is crucial for a Senior Manager.
✨Tip Number 4
Apply through our website for the best chance at landing the job! We love seeing candidates who take the initiative to connect directly with us. Plus, it shows you're serious about joining our team in Goudhurst.
We think you need these skills to ace Private Client/Senior Manager in Goudhurst
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your accountancy or tax qualifications and any relevant experience managing complex client portfolios.
Craft a Compelling Cover Letter:Use your cover letter to showcase your personality and explain why you're the perfect fit for the role. Be clear and concise, and don't forget to mention your excellent communication skills!
Showcase Your Flexibility:In your application, emphasise your ability to work as part of a team while also managing your own portfolio. We love candidates who can juggle multiple responsibilities and support their colleagues.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Charter Tax
✨Know Your Numbers
Make sure you brush up on your technical knowledge related to trusts and tax compliance. Be prepared to discuss specific examples of trust accounts, self-assessment tax returns, and any complex cases you've handled. This will show that you’re not just qualified but also experienced.
✨Communicate Clearly
Since the role requires explaining complex tax matters in clear language, practice articulating your thoughts without jargon. You might even want to prepare a few scenarios where you simplified a complicated issue for a client or colleague.
✨Show Your Team Spirit
Highlight your ability to work as part of a team. Think of examples where you’ve collaborated with others to manage a portfolio or supported colleagues with their clients. This will demonstrate that you’re flexible and a true team player.
✨Be Ready for Hybrid Work
Since the role involves hybrid working, be prepared to discuss how you manage your time and productivity when working remotely. Share any tools or strategies you use to stay organised and connected with your team, especially when travelling for client meetings.