At a Glance
- Tasks: Manage private client tax portfolios and ensure compliance while providing expert advice.
- Company: Join a dynamic team in Portsmouth focused on Private Client Services.
- Benefits: Enjoy a flexible work environment with opportunities for professional growth.
- Why this job: Elevate your tax career while helping clients navigate complex tax systems.
- Qualifications: CTA Qualified or ATT/ACCA/ACA with substantial tax experience required.
- Other info: Experience with trusts and estates is a plus, but not essential.
The predicted salary is between 43200 - 72000 £ per year.
Manage a portfolio of private clients, ensuring all tax compliance matters are efficiently handled
Prepare and review annual tax returns while providing expert tax advice tailored to client needs
Collaborate with the team and offer support during busy periods
Conduct technical tax analyses and engage specialists when necessary
Work with local solicitors to offer tax advice on trusts, estates, and other matters
Gain experience with corporate tax and other business-related taxes
Identify and resolve technical tax issues, escalating as needed
Are you an experienced Tax Manager looking to elevate your career in Private Client Services? We are recruiting for a driven and ambitious tax professional to join a dynamic team in Portsmouth. This is an exciting opportunity to work in a supportive environment where you can apply your tax expertise to help clients manage the complexities of the tax system and maximize their financial outcomes., CTA Qualified, or ATT/ACCA/ACA with substantial tax experience
Experience with trusts and estates is beneficial but not essential
Strong communication skills with the ability to work collaboratively and provide clear advice
Excellent organizational skills with an eye for detail
If you’re seeking to advance your tax career in a flexible, client-focused setting, apply today to join this growing team in Portsmouth.
Personal Tax Manager employer: Clark Wood Ltd.
Contact Detail:
Clark Wood Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Make sure to highlight your experience with private clients and tax compliance in your conversations. When networking or during interviews, share specific examples of how you've successfully managed tax matters for clients.
✨Tip Number 2
Familiarize yourself with the latest tax regulations and trends, especially those relevant to trusts and estates. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Practice your communication skills by explaining complex tax concepts in simple terms. This will prepare you for client interactions and show potential employers that you can provide clear and effective advice.
✨Tip Number 4
Engage with professionals in the tax industry through networking events or online forums. Building relationships with local solicitors and other specialists can enhance your understanding of collaborative tax advice and may lead to valuable referrals.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax management, especially with private clients. Emphasize your qualifications such as CTA, ATT, ACCA, or ACA, and any specific achievements in tax compliance and advisory roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax management and your ability to provide tailored advice. Mention your experience with trusts and estates if applicable, and explain how your skills align with the needs of the team in Portsmouth.
Highlight Communication Skills: In your application, emphasize your strong communication skills. Provide examples of how you've successfully collaborated with teams or communicated complex tax issues to clients in a clear and concise manner.
Showcase Organizational Skills: Demonstrate your excellent organizational skills by detailing how you manage multiple client portfolios and ensure compliance deadlines are met. Include any tools or methods you use to stay organized during busy periods.
How to prepare for a job interview at Clark Wood Ltd.
✨Showcase Your Tax Expertise
Be prepared to discuss your experience with tax compliance and how you've managed client portfolios in the past. Highlight specific examples where you provided tailored tax advice that positively impacted your clients.
✨Demonstrate Collaboration Skills
Since the role involves working with a team, share instances where you've successfully collaborated with colleagues or external specialists. Emphasize your ability to support others during busy periods and how teamwork has led to successful outcomes.
✨Prepare for Technical Questions
Expect to engage in discussions about technical tax issues. Brush up on recent changes in tax legislation and be ready to analyze hypothetical scenarios. This will showcase your analytical skills and readiness to tackle complex tax matters.
✨Communicate Clearly and Confidently
Strong communication is key in this role. Practice explaining complex tax concepts in simple terms, as you may need to advise clients who are not tax-savvy. Clear communication will demonstrate your ability to provide valuable advice.