At a Glance
- Tasks: Manage diverse tax portfolios and ensure compliance for individuals, trusts, and estates.
- Company: Well-established legal firm with a strong regional presence and collaborative culture.
- Benefits: Competitive salary, attractive benefits package, and genuine career progression opportunities.
- Other info: Flexible working across multiple offices in Lincolnshire and Yorkshire.
- Why this job: Take ownership of a rewarding caseload and make a real impact in tax planning.
- Qualifications: 5+ years in tax compliance with strong knowledge of trust taxation.
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 & Tax Planning 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.
The Candidate
- A minimum of 5 years’ experience in tax compliance.
- Strong technical knowledge of trust taxation and relevant legislation.
- The ability to manage their own caseload independently.
- Excellent organisational skills and attention to detail.
- Professional and confident communication skills.
- Applicants may come from accountancy practice, legal practice, or a specialist tax background.
The Opportunity
You will be joining a firm with a strong regional presence, an excellent reputation, and a supportive, collaborative culture. In return, you can expect a competitive salary, very attractive benefits package, and genuine scope for progression.
If you are interested in this Private Tax Manager role, please apply now.
Private Tax Manager employer: Chase and Holland
Join a highly regarded legal firm in Grimsby as a Private Tax Manager, where you will enjoy a supportive and collaborative work culture that prioritises employee growth and development. With a competitive salary and an attractive benefits package, this role offers the autonomy to manage a diverse portfolio while contributing to a respected team known for its excellence in Wills, Estates & Tax Planning. The firm's strong regional presence and commitment to professional development make it an ideal place for tax professionals seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the legal and tax sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! Prepare a portfolio showcasing your past work in tax compliance, especially with trusts and estates. This will help you stand out during interviews and demonstrate your technical knowledge.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience and how it aligns with the role of Private Tax Manager. Confidence is key!
✨Tip Number 4
Apply through our website! We make it easy for you to submit your application directly. Plus, it shows you're serious about joining our team. Don’t miss out on this fantastic opportunity!
We think you need these skills to ace Private Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your tax compliance experience and any relevant qualifications to show us you’re the right fit for the Private Tax Manager role.
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 background aligns with our needs. Don’t forget to mention your experience with trusts and estates!
Showcase Your Technical Knowledge:We want to see your expertise in action! Include specific examples of your work with Self-Assessment, Capital Gains Tax, and Inheritance Tax returns. This will help us understand your depth of knowledge and experience.
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 your technical knowledge of trust taxation and relevant legislation. Be prepared to discuss specific cases or scenarios where you've successfully managed tax compliance for individuals, trusts, or estates.
✨Showcase Your Organisational Skills
Since the role requires excellent organisational skills, think of examples from your past work where you effectively managed a diverse caseload. Highlight how you prioritised tasks and ensured compliance while maintaining attention to detail.
✨Communicate Confidently
Professional and confident communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to prepare some questions to ask about the firm’s approach to client relationships and teamwork.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Being able to align your personal values with theirs can set you apart. Think about how you can contribute to their supportive and collaborative environment.
