At a Glance
- Tasks: Provide tailored tax planning advice to private clients and owner-managed businesses.
- Company: Join Clearcut Accountancy, a firm focused on delivering clear and practical tax advice.
- Benefits: Enjoy competitive salary, medical insurance, flexible hours, and paid personal time off.
- Other info: Flexible part-time options available, fostering a supportive team environment.
- Why this job: Make a genuine impact with clients and shape a growing advisory function.
- Qualifications: CTA qualified with at least five years of recent tax advisory experience.
Manchester
Salary: £50,000 – £65,000 per annum (pro rata, depending on experience) + Benefits
Part-time (2 to 4 days per week) or Full-time
About Clearcut Accountancy
At Clearcut Accountancy, we pride ourselves on delivering clear, practical and commercially focused advice that genuinely helps our clients succeed. Working with a diverse portfolio of entrepreneurs, owner-managed businesses and high-net-worth individuals, we build long-term relationships by providing trusted advice tailored to each client's circumstances and goals. Our values underpin everything we do: Customer First, Passion, Integrity, Excellence.
As our advisory offering continues to grow, we are looking for an experienced Private Client Tax Advisory Manager to join the team.
Role overview
This is a genuine tax advisory role focused on delivering high-quality planning advice rather than compliance work. You will work closely with a varied client base, advising on complex tax matters and identifying proactive planning opportunities that add real value. The successful candidate will be confident managing advisory assignments independently and bringing established expertise from day one. We are open to both full-time applicants and experienced advisers seeking a reduced working pattern of two to four days per week.
Duties
- Providing tailored tax planning advice to private clients and owner-managed businesses.
- Advising on Inheritance Tax planning, including estate and lifetime planning strategies.
- Supporting clients with trusts and succession planning matters.
- Delivering property tax advice relating to acquisitions, disposals and ownership structures.
- Identifying tax efficiencies and proactive planning opportunities.
- Managing complex advisory assignments independently from instruction through to delivery.
- Building strong, trusted relationships with clients and professional contacts.
- Explaining technical tax matters clearly and commercially.
- Contributing to the continued growth and development of the firm's advisory services.
Ideal candidate
- CTA qualified (Chartered Tax Adviser).
- A minimum of five years' recent experience delivering tax planning and advisory work.
- Strong technical knowledge of: Private client tax, Inheritance Tax (IHT), Trusts and Property tax.
- The ability to manage complex advisory work with minimal supervision.
- Excellent communication and relationship-building skills.
- Commercial awareness and the ability to identify planning opportunities that benefit clients.
- A proactive and solutions-focused approach.
Please note: This role is not suitable for candidates whose experience has been predominantly tax compliance, tax return preparation or team management without hands-on tax planning exposure. We are seeking an individual with proven experience of delivering tax advisory solutions independently and adding value from the outset.
Why Join Clearcut Accountancy?
- Flexible part-time working available (2 to 4 days per week).
- Opportunity to shape and influence a growing advisory function.
- Exposure to interesting and varied advisory work.
- Supportive and collaborative team environment.
- The opportunity to make a genuine impact with clients from day one.
Benefits
- Competitive salary
- Medical insurance
- Flexible working hours
- Paid personal time off
- Retirement plan
- Additional holidays
- Client referral bonus
If you are an experienced tax adviser looking for a role where your advisory expertise will be valued and utilised from the outset, we would love to hear from you. Apply now for this Chartered Tax Advisor role with your updated CV.
Private Client Tax Advisory Manager in Manchester employer: Clearcut Accounting
At Clearcut Accountancy, we offer a dynamic and supportive work environment where your expertise as a Private Client Tax Advisory Manager will be valued from day one. With flexible working options, a focus on professional growth, and the chance to engage with a diverse client base, you will have the opportunity to make a meaningful impact while enjoying a collaborative culture that prioritises integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager in Manchester
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your experience and knowledge in private client tax advisory. Share specific examples of how you've added value in previous roles. This will help you stand out as a candidate who can hit the ground running.
✨Tailor Your Approach
Every company is different, so do your homework on Clearcut Accountancy! Understand their values and the type of clients they work with. Tailor your conversations to show how your skills align with their needs and how you can contribute to their growth.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Clearcut Accountancy.
We think you need these skills to ace Private Client Tax Advisory Manager in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Advisory Manager role. Highlight your expertise in tax planning and advisory work, especially in areas like Inheritance Tax and trusts.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for Clearcut Accountancy. Share your passion for delivering high-quality tax advice and how you can contribute to our values of customer first, integrity, and excellence.
Showcase Your Communication Skills:Since this role involves explaining complex tax matters clearly, make sure your application demonstrates your ability to communicate effectively. Use straightforward language and examples that show how you've built strong client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you can easily keep track of your application status!
How to prepare for a job interview at Clearcut Accounting
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax, Inheritance Tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in handling complex tax matters.
✨Showcase Your Advisory Skills
Prepare examples that highlight your experience in delivering tailored tax planning advice. Think about how you've identified proactive planning opportunities in the past and be ready to explain these situations clearly and commercially during the interview.
✨Build Rapport
Since building strong relationships is key in this role, practice your communication skills. Be personable and approachable in your responses, and think about how you can demonstrate your ability to connect with clients and professional contacts during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about Clearcut Accountancy's advisory services and their approach to client relationships. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your values and career goals.