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- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- Company: Join a progressive accountancy practice in Coventry experiencing exciting growth.
- Benefits: Enjoy hybrid working, flexible benefits, and potential for higher salary negotiations.
- Why this job: Be client-facing, build relationships, and elevate the firm's market presence while mentoring a team.
- Qualifications: Must be ACA/ACCA/CTA qualified with significant private client tax experience in the UK.
- Other info: Open to applications at Director level; must have right to work in the UK.
The predicted salary is between 43200 - 72000 £ per year.
We have a Personal Tax Senior Manager opportunity with a progressive accountancy practice in Coventry, to support the increased capacity within the team due to business growth. This role can offer hybrid working with three days in the office and a broad range of flexible benefits. Whilst advertised as a Senior Manager, the firm is open to applications at Director level and those seeking an equity position, in this case a higher salary than that advertised would be negotiable.
This role will provide strategic support to the Personal Tax Partner and manage a diverse portfolio of private clients, providing expert tax and compliance services. Acting as the escalation point for the Personal Tax Manager, this role facilitates the efficient delivery of tax services for clients, resolution of complex tax matters and delivery of tax structuring advice. Primarily client-facing, this role requires the ability to establish strong client relationships, develop new business and contribute towards elevating the firm's presence in the marketplace.
Reporting to Directors, as Personal Tax Senior Manager your responsibilities will include:
- Managing a client portfolio, including high net-worth individuals, business owners and trusts
- Advising clients on a wide range of tax issues, including inheritance tax, capital gains tax and income tax planning
- Providing tailored tax planning advice to clients, considering their individual circumstances and financial goals
- Leading and mentoring the Personal Tax team, providing guidance, training and support to ensure the delivery of high-quality services
- Contributing to the development and implementation of the firm's tax strategy
- Networking, collaborating with other departments, leading client meetings and overseeing the technical development of the team
- Mitigating risk for both the firm and clients and overseeing the preparation and review of complex tax returns on CCH software
Staff responsibilities - Personal Tax Manager (direct), Personal Tax Seniors and Semi-Seniors (indirect)
Please do apply for this Personal Tax Senior Manager role if you can satisfy the following:
- ACA/ACCA/CTA qualified or equivalent
- STEP Probate practitioner would be desirable
- Significant private client tax experience gained within a UK accountancy practice environment
- Proven track record of managing a diverse client portfolio and delivering high-quality tax advice
- Personal tax software experience, particularly CCH
- Ability to build strong client relationships and explain complex tax issues to clients
- Ability to mentor and develop junior team members
- Excellent communication skills
Unfortunately, we cannot accept applications for this role from candidates that do not have the right to work in the UK, or require visa sponsorship, either currently or in the future. This includes those currently on a student or graduate visa. Additionally, candidates must have experience gained within UK accountancy practice. We stipulate these criteria due to the high volume of applications from outside of the UK. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days please assume that on this occasion your application has not been successful.
Personal Tax Senior Manager in Coventry employer: Curtis Recruitment
Contact Detail:
Curtis Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager in Coventry
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work in personal tax. Attend industry events or webinars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances of landing this role.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance issues in the UK. Being well-versed in current legislation will not only help you in interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your experience managing diverse client portfolios during interviews. Highlight specific examples where you've successfully navigated complex tax issues or provided tailored advice, as this will showcase your expertise and problem-solving skills.
✨Tip Number 4
Consider reaching out to current employees at the firm for informational interviews. This can give you insights into the company culture and expectations, and it may also help you stand out as a candidate when you apply through our website.
We think you need these skills to ace Personal Tax Senior Manager in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your ACA/ACCA/CTA qualifications and relevant private client tax experience. Emphasise your ability to manage a diverse portfolio and deliver high-quality tax advice, as these are key requirements for the role.
Craft a Strong Cover Letter: In your cover letter, address how your experience aligns with the responsibilities of the Personal Tax Senior Manager position. Mention specific examples of your client relationship management and any successful tax planning strategies you've implemented.
Highlight Relevant Skills: Clearly outline your personal tax software experience, particularly with CCH, and your ability to mentor junior team members. This will demonstrate your readiness to lead and support the Personal Tax team effectively.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the accountancy field.
How to prepare for a job interview at Curtis Recruitment
✨Know Your Tax Fundamentals
Brush up on key tax concepts relevant to the role, such as inheritance tax, capital gains tax, and income tax planning. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the position.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your ability to explain complex tax issues in a way that clients can understand, as this is crucial for the role.
✨Demonstrate Leadership Experience
Be ready to discuss your experience in leading and mentoring teams. Share specific instances where you provided guidance and support to junior team members, as this will be an important aspect of the Senior Manager role.
✨Prepare for Technical Questions
Expect to face technical questions related to tax compliance and structuring advice. Familiarise yourself with CCH software and be prepared to discuss how you've used it in your previous roles to manage complex tax returns.
