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: Flexible team player needed for a role based mainly in Kent with occasional travel to London.
- 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 employer: Charter Tax
Join a dynamic and inclusive team at our Goudhurst office, where we prioritise employee growth and development in the field of tax compliance and advisory. 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 career opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client/Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people 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!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and communication skills. Be ready to explain complex tax matters in a clear, jargon-free way. Practice common interview questions and think of examples that showcase your experience managing trusts and tax compliance clients.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that suit your qualifications and experience. Tailor your approach to each company to show you’re genuinely interested!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your interest in the role and highlight how your skills can benefit their team.
We think you need these skills to ace Private Client/Senior Manager
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 don’t forget to mention any relevant experience managing complex client portfolios.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the role. Be clear and concise, and remember to showcase your excellent communication skills by avoiding jargon.
Showcase Your Team Spirit:We love team players! In your application, mention examples of how you've collaborated with others in previous roles. This will show us that you can handle your own portfolio while supporting your colleagues.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
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 ready to discuss specific examples of trust accounts or tax returns you've managed, as this will show your expertise and confidence in handling complex matters.
✨Communicate Clearly
Since the role requires explaining complex tax matters in clear language, practice articulating your thoughts without jargon. You might want to prepare a few scenarios where you've successfully simplified complicated topics for clients or colleagues.
✨Show Your Team Spirit
Highlight your experience working collaboratively with others. Think of examples where you've supported team members or contributed to group projects, as this will demonstrate your flexibility and ability to work well in a team environment.
✨Be Ready for Hybrid Work Questions
As the role involves hybrid working, be prepared to discuss how you manage your time and productivity when working remotely. Share any strategies you use to stay organised and ensure effective communication with your team, especially when you're not in the office.
