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- Tasks: Manage complex private client tax returns and provide expert advisory support.
- Company: Established Private Client Tax team in Canterbury, South East England.
- Benefits: Flexible focus on advisory or compliance work, with opportunities for business development.
- Why this job: Join a dynamic team and build strong client relationships while making an impact.
- Qualifications: CTA qualified with experience in managing complex private client tax portfolios.
- Other info: Opportunities for networking and contributing to the firm's profile.
The predicted salary is between 36000 - 60000 £ per year.
An excellent opportunity has arisen to join a well-established Private Client Tax team based in Canterbury, South East England. This role offers the chance to work with a varied and high-quality client portfolio, with flexibility to focus on either advisory or compliance work depending on your experience and career goals.
You may specialise in providing expert advisory support on Inheritance Tax and wider private client matters, or take responsibility for managing a portfolio of complex tax returns to ensure full compliance. The position also provides opportunities to contribute to business development initiatives and to build strong, long-term client relationships.
About the Role- Managing a portfolio of complex private client tax returns, ensuring compliance with all relevant regulations
- Working closely with the wider team, providing technical input and supporting advisory assignments
- Developing and maintaining strong client relationships, delivering a high standard of service
- Participating in business development activities, including networking, internal referrals and marketing initiatives
- Contributing to the firm's profile through written content, publications and online presence
- Providing advisory support with a primary focus on Inheritance Tax, alongside exposure to areas such as global mobility, share schemes and EIS
- Occasional travel to other offices or client sites as required
- CTA qualified (or equivalent qualification)
- Proven experience managing a portfolio of complex private client tax clients
Personal Tax Manager in Maidstone employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Maidstone
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or clients on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with complex private client tax returns and advisory support. Share specific examples of how you've helped clients navigate tricky tax situations.
✨Tip Number 3
Don’t forget about follow-ups! After meeting someone or having an interview, drop them a quick email to say thanks and reiterate your interest in the role. It keeps you fresh in their minds and shows you’re genuinely keen on the opportunity.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Personal Tax Manager role. Plus, applying directly gives you a better chance of standing out. So, what are you waiting for? Get your application in today!
We think you need these skills to ace Personal Tax Manager in Maidstone
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your CTA qualification and any relevant experience managing complex private client tax returns to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how your background aligns with our needs. Don’t forget to mention your interest in advisory work or compliance, depending on your strengths.
Showcase Your Client Relationship Skills: We love candidates who can build strong, long-term relationships with clients. In your application, share examples of how you've successfully managed client portfolios and delivered high-quality service in the past.
Apply Through Our Website: To make sure your application gets to us directly, apply through our website. It’s the best way for us to see your application and get you into the process quickly!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Inheritance Tax and other private client matters. Be ready to discuss specific cases or scenarios where you've provided advisory support or managed complex tax returns. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you went above and beyond to deliver excellent service. This will demonstrate your ability to connect with clients and contribute to business development initiatives.
✨Be Ready for Teamwork Questions
Since this role involves working closely with a team, be prepared to discuss your experience collaborating with others. Share examples of how you've supported advisory assignments or contributed technical input, highlighting your ability to work well in a team environment.
✨Demonstrate Your Business Development Mindset
Think about ways you've participated in business development activities before. Whether it's networking, marketing initiatives, or writing content, be ready to share your ideas on how you can contribute to the firm's profile and growth. This shows you're proactive and invested in the company's success.
