At a Glance
- Tasks: Lead personal tax advisory for high-net-worth clients and mentor junior team members.
- Company: Established accountancy and tax advisory practice in Winnersh.
- Benefits: Hybrid working, flexible hours, 25-30 days leave, private medical insurance.
- Other info: Opportunity for career growth and professional development in a dynamic environment.
- Why this job: Join a growing team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with at least 6 years of personal tax experience.
The predicted salary is between 65000 - 80000 £ per year.
An established and growing accountancy and tax advisory practice is seeking an experienced Personal Tax Senior Manager to join its Winnersh office. This is an excellent opportunity for a CTA-qualified tax professional looking to take ownership of a varied portfolio while delivering high-level personal tax advisory services to UK and international private clients. The successful candidate will combine strong technical expertise with leadership skills, supporting both clients and junior team members while contributing to the continued growth of the tax function.
Key Responsibilities
- Personal Tax Advisory
- International tax planning and advisory
- Foreign Income and Gains (FIG) regime advice for individuals moving to or recently arriving in the UK
- Temporary Repatriation Facility planning
- UK inbound and outbound tax planning, including the Statutory Residence Test
- Remittance Basis advice, including historic and current rules and interaction with the FIG regime
- Transfer of Assets Abroad legislation
- Inheritance Tax (IHT) planning
- Capital Gains Tax (CGT) planning and advisory services
- Profit extraction planning for owner-managed businesses and shareholders
- Personal Tax Compliance
- Manage a portfolio of high-net-worth individuals, business owners, and complex personal tax clients
- Prepare and review complex Self-Assessment tax returns
- Review tax returns prepared by junior team members
- Review Annual Tax on Enveloped Dwellings (ATED) returns
- Review P11D and PSA submissions
- Ensure compliance deadlines are met while maintaining exceptional service standards
- Leadership & Practice Development
- Line manage and mentor two members of the tax team
- Manage work-in-progress (WIP), billing, and portfolio profitability
- Support business development initiatives and networking activities
- Identify and implement process improvements to enhance quality, efficiency, and risk management
- Stay current with tax legislation and technical developments
Requirements
- CTA Qualified
- Minimum 6 years' experience in Personal Tax
- At least 3 years' post-qualification experience
- Strong technical knowledge across UK personal tax, CGT, IHT, and international tax matters
- Experience managing complex personal tax portfolios
- Previous experience reviewing the work of junior team members
- Excellent client relationship and communication skills
Desirable
- Experience advising high-net-worth individuals and internationally mobile clients
- Business development and networking experience
- Previous team management experience
Benefits
- Hybrid working: 3 days in the office and 2 days from home after probation
- Flexible start times between 8:00am and 10:00am
- 25 days annual leave, increasing by one day per year of service up to 30 days
- Option to purchase up to 5 additional days' holiday
- Private medical insurance
- Free on-site parking
If you are a CTA-qualified Personal Tax professional seeking a senior leadership opportunity with a strong advisory focus, please contact Will Langdon at Clark Wood.
Personal Tax Senior Manager in Winnersh employer: Clark Wood
Clark Wood is an exceptional employer located in Winnersh, offering a dynamic work environment that fosters professional growth and development. With a strong focus on personal tax advisory services, employees benefit from a hybrid working model, flexible hours, and generous annual leave that increases with service. The company prioritises mentorship and leadership opportunities, making it an ideal place for CTA-qualified professionals to thrive while delivering high-quality service to a diverse portfolio of clients.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior Manager in Winnersh
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Clark Wood, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Senior Manager in Winnersh
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Clark Wood's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Clark Wood. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Clark Wood!
How to prepare for a job interview at Clark Wood
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Clark Wood.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Clark Wood. It helps to show our commitment!
