At a Glance
- Tasks: Provide tailored tax planning advice and manage complex advisory assignments independently.
- Company: Join Clearcut Accountancy, a supportive and collaborative team focused on client success.
- Benefits: Enjoy a competitive salary, flexible working hours, and additional holidays.
- Other info: Flexible part-time options available, perfect for balancing work and life.
- Why this job: Make a genuine impact with clients and shape a growing advisory function.
- Qualifications: CTA qualified with five years' experience in tax planning and advisory work.
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: Equals One
At Clearcut Accountancy, we offer a dynamic and supportive work environment where your expertise as a Private Client Tax Advisory Manager will be truly valued. With flexible working options and a focus on professional growth, you will have the opportunity to shape our advisory services while building meaningful relationships with a diverse client base in Manchester. Join us to make a genuine impact from day one, backed by competitive benefits and a collaborative team culture that prioritises integrity and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory Manager in Manchester
✨Make the Most of Networking Events
In tax advisory consulting, face-to-face connections can be a game changer. Look out for industry networking events, seminars, and workshops – these are great places to chat with professionals and even potential employers. Don't just attend, be engaging and show interest in the work others do!
✨Join Professional Bodies
Getting involved with professional bodies like the Chartered Institute of Taxation can really boost your visibility. These organisations often have student memberships and offer resources, networking opportunities, and events that can lead to part-time roles. So, get signed up and start connecting!
✨Leverage University Career Services
As you’re looking for a part-time role, don't forget about your university's career services. They often have listings for internships and part-time opportunities in tax advisory consulting that aren't advertised elsewhere. Plus, they can help you polish your interview skills – which is vital in this competitive field!
✨Showcase Your Passion Online
Set up a simple online portfolio or even share your insights and thoughts about tax issues on platforms like LinkedIn. It helps showcase your knowledge and enthusiasm for tax advisory consulting. By doing this, when companies like Equals One are looking for someone part-time in this field, you're already on their radar!
We think you need these skills to ace Private Client Tax Advisory Manager in Manchester
Some tips for your application 🫡
Focus on Your Tax Knowledge:When applying for a tax advisory consulting role, highlight your understanding of tax laws and regulations. Make sure to mention any relevant coursework, certifications, or specific projects that demonstrate your expertise in the field. We want to see that you’re up-to-date with the latest developments in tax practices!
Quantify Your Achievements:In your CV, it’s great to highlight achievements that are data-driven. Include examples of how you’ve helped clients save on their taxes or maximised their returns. Specific figures can really make you stand out to Equals One, showing them the potential value you can bring to their team.
Tailor Your Cover Letter to Part-Time Flexibility:Since this is a part-time role, be sure to express your enthusiasm for the chance to balance academic pursuits with professional experience. Let us know how you can effectively manage your time and contribute meaningfully to Equals One’s projects while diving into your studies!
Demonstrate Your Analytical Skills:Tax advisory requires a keen eye for detail and strong analytical skills. Include any examples from your past experience where you’ve successfully analysed data or solved complex tax issues. Show us how you can apply your analytical abilities in practical situations when you join Equals One!
How to prepare for a job interview at Equals One
✨Get Comfortable with Numbers
Since you're diving into tax advisory consulting, brush up on your numerical skills, particularly in tax calculations and compliance. Expect to face some technical questions that assess your understanding of tax laws and deduction strategies, so be prepared to demonstrate how you've tackled such challenges in the past.
✨Know Your Tax Softwares
Familiarise yourself with the common tax software used in the industry like Sage or QuickBooks. If they ask about your experience with these tools, having relevant examples ready will definitely give you a leg up. Mention any projects where you used these systems effectively, as this showcases your readiness to contribute immediately.
✨Emphasise Your Flexibility
Since this is a part-time role, showcase your ability to manage time effectively and juggle multiple tasks. Share examples of how you've previously balanced academic commitments or other jobs while ensuring high-quality work in tax-related projects—this shows you're reliable and adaptable!
✨Pitch Your Learning Eagerness
As an aspiring tax advisor in a part-time capacity, your motivation and willingness to learn are crucial. Highlight any relevant courses or certifications you’re pursuing that relate to tax regulations. This not only demonstrates your commitment to the field but also conveys that you’re keen to grow with Equals One in this role.
