At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide bespoke tax advice.
- Company: Join a forward-thinking firm dedicated to exceptional client service and team development.
- Benefits: Competitive salary, professional growth opportunities, and a collaborative work environment.
- Other info: Embrace a progressive culture that values integrity, teamwork, and enthusiasm.
- Why this job: Make a real impact by solving complex tax issues for clients and leading a dynamic team.
- Qualifications: Qualified accountant or tax adviser with strong interpersonal and analytical skills.
The predicted salary is between 54000 - 66000 £ per year.
Purpose of the Role
To manage and develop a high-quality personal tax service to our clients.
The role focuses on managing a diverse portfolio of personal tax clients, providing a wide range of assignments including Inheritance Tax, Capital Gains Tax, income tax, international tax matters, and identifying opportunities to advise your portfolio of clients in relation to these taxes.
The successful candidate will provide original thinking to solve tax problems, frequently leading relationships to provide bespoke tax advice and solutions to one-off assignments.
The candidate will also play a key role in developing the personal tax team, both through business development and staff development.
Responsibilities
- Client Service & Portfolio management: Manage a portfolio of personal tax clients which will involve significant internal liaison, meetings with clients, approve technically robust tax computations, identify technical issues, deliver complex tax advisory outcomes, maintain technical knowledge, and provide exceptional client service in line with the Ellacotts Service Charter
- Technical
Delivery: Demonstrate exceptional technical knowledge and deliver this to clients through robust, effective advisory reporting and guidance.
Specific technical knowledge required is outlined below.
- Team Leadership & Staff Development: Manage and develop the team, conduct reviews, provide feedback, delegate appropriately, and build a confident, technically capable team.
- Operational Efficiency & Workflow
Management: Drive process efficiency and technology adoption, oversee WIP and billing, maintain compliance trackers, drive team productivity through recoveries and chargeable output, ensure files meet quality standards, and support client onboarding.
- Business
Development: Identify advisory opportunities both within existing clients and new clients, support partners on complex client matters and attend external events to build personal and the Firm's profile
- Firmwide Contribution: Collaborate with other teams and contribute to wider firm initiatives including best‑practice and technology projects.
- Critical Knowledge Required
- Core advisory areas may include, but are not limited to: Inheritance Tax, Capital Gains Tax, Trusts and Estates, HMRC Investigations, Income Tax, International Taxes and Residency status
Qualifications & Experience Required
- Qualified accountant (ACA or ACCA) and/or tax adviser (CTA) with experience working in a personal tax focused environment with exposure to a varied client base.
- Academically strong results in career to date.
- Strong interpersonal skills are required in addition to strong oral and written communication skills.
- A keen and insightful appreciation of the issues facing private clients and an ability to deliver bespoke tax solutions to meet their needs.
- An ability to work as part of a team as well as on their own initiative.
- High level of analytical skills and a commercial approach to resolving issues and providing advice.
- May already hold an existing network of contacts in the region
- Personal Qualities
- Focussed: Building solid positive professional and personal client relationships by providing excellent client service.
- Teamwork: Valuing and working with each other with mutual respect in a positive, collaborative and approachable environment.
- Integrity: Doing the right thing. We are trustworthy, honest and comply with professional and ethical standards.
- Enthusiastic: Being the best and enjoying what we do. We celebrate success, inspire others and are fully engaged.
- Progressive: Making a difference and challenging the status quo.
We challenge what we do and how we do it, ensuring our clients receive the latest and best possible advice or services.
- Job Requirements
- Live within commuting distance
- Work outside normal hours as required
- #J-18808-Ljbffr
Private Client Tax Manager in Birmingham employer: Ellacotts Accountants
Ellacotts Accountants is an exceptional employer located in Kettering, offering a collaborative work culture that values professional growth and development. With a commitment to high-quality audit assignments, employees benefit from ongoing training opportunities and the chance to work alongside experienced professionals in a supportive environment. The firm also promotes a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Birmingham
✨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 Ellacotts Accountants, 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 Private Client Tax Manager in Birmingham
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 Ellacotts Accountants'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 Ellacotts Accountants. 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 Ellacotts Accountants!
How to prepare for a job interview at Ellacotts Accountants
✨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 Ellacotts Accountants.
✨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 Ellacotts Accountants. It helps to show our commitment!
