At a Glance
- Tasks: Manage diverse tax portfolios and ensure compliance for individuals, trusts, and estates.
- Company: Well-established legal firm with a strong reputation in Wills and Estates.
- Benefits: Competitive salary, flexible working locations, and long-term career growth.
- Other info: Enjoy autonomy and visibility within a supportive private client team.
- Why this job: Take ownership of rewarding cases and make a real impact in a progressive environment.
- Qualifications: Experienced tax professional with strong technical skills and client management abilities.
The predicted salary is between 60000 - 60000 £ per year.
We are proud to be working in partnership with a highly successful and well-established legal firm seeking to appoint an experienced Private Tax Manager to join their respected Wills, Estates team. This is an excellent opportunity for a technically strong tax professional looking to take ownership of a varied and rewarding caseload within a progressive and growing firm. The role offers genuine autonomy, high-quality work, and long-term career prospects. The position can be based across multiple offices in Lincolnshire and Yorkshire, offering flexibility depending on your location.
The Role
- You will manage a diverse portfolio of individuals, trusts, and estates, ensuring full compliance while providing expert support to colleagues and clients.
- Managing tax compliance obligations for individuals, trusts, estates, and partnerships.
- Preparing Self-Assessment and Capital Gains Tax returns.
- Preparing Inheritance Tax returns, including 10-year anniversary charges and exit charges.
- Producing annual trust accounts and overseeing ongoing trust administration.
- Registering and maintaining trust and estate records on HMRC's Trust Registration Service (TRS).
- Liaising with trustees, beneficiaries, investment managers, and other professional advisers.
This is a role that offers responsibility and visibility within the wider private client team.
Private Tax Manager in Lincolnshire employer: Chase and Holland
Join a highly respected legal firm in Lincoln as a Private Tax Manager, where you will enjoy a supportive work culture that values autonomy and professional growth. With a commitment to high-quality work and a diverse caseload, this role offers excellent long-term career prospects and the flexibility to work across multiple offices in Lincolnshire and Yorkshire. Experience a rewarding environment that fosters collaboration and provides opportunities for continuous development in your tax career.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Manager in Lincolnshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars to meet potential employers and get your name out there. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with tax compliance, self-assessment returns, and trust administration. This will give you an edge when discussing your skills during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers. Focus on how you can manage diverse portfolios and ensure compliance, as these are key aspects of the Private Tax Manager role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll have a better chance of standing out and landing that dream job in private tax management.
We think you need these skills to ace Private Tax Manager in Lincolnshire
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Private Tax Manager role. Highlight your expertise in managing tax compliance for individuals, trusts, and estates, as this will show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax management and how your previous experiences have prepared you for this role. We love seeing genuine enthusiasm!
Showcase Your Technical Skills:Since this role requires a technically strong tax professional, don’t shy away from detailing your knowledge of Self-Assessment, Capital Gains Tax, and Inheritance Tax. We want to see your expertise front and centre!
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 regarding your application status.
How to prepare for a job interview at Chase and Holland
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and compliance requirements. Be ready to discuss specific cases you've handled, especially around Self-Assessment and Inheritance Tax returns. This shows you're not just knowledgeable but also experienced.
✨Showcase Your Autonomy
Since this role offers genuine autonomy, be prepared to share examples of how you've taken ownership of your work in previous positions. Talk about how you managed a diverse portfolio and the impact of your decisions on clients and colleagues.
✨Understand the Firm's Values
Research the legal firm’s culture and values. Tailor your responses to reflect how your personal values align with theirs. This will demonstrate that you’re not just looking for any job, but that you genuinely want to be part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client management or how they support professional development. It shows you're engaged and serious about the opportunity.
