At a Glance
- Tasks: Lead tax advisory for high-net-worth clients and manage a diverse portfolio.
- Company: Join a growing accountancy firm with a strong reputation in the industry.
- Benefits: Enjoy 25 days holiday, pension scheme, life assurance, and health benefits.
- Why this job: Be part of a dynamic team, mentor juniors, and make a real impact.
- Qualifications: Significant experience in private client tax advisory is essential.
- Other info: Opportunities for networking and professional development await you.
The predicted salary is between 48000 - 72000 £ per year.
We are looking for a Private Client Senior Tax Manager to join a well-established, growing accountancy firm in either Reading, Oxford or Newbury.
Experience of Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters is essential for this role.
Benefits:
- 25 days hols + bank hols
- Pension scheme – Scottish Widows Pension scheme with an option to join the Salary Exchange scheme, contribution levels are 5% employee with a matching 5% employer contribution
- Life Assurance – 4 x salary
- Group Income Protection Insurance
- BUPA Cash Plan – Auto enrolment after completion of probationary period
- Regular events organised by the social committee including a summer and Christmas party
As the Private Client Senior Tax Manager, you will be responsible for:
- Client advisory: provide high-level tax advisory services to HNW individuals, entrepreneurs, stakeholders and international clients. Advise on CGT, IHT, trusts and estates, property tax and international tax matters. Deliver bespoke tax planning solutions.
- Portfolio Management: Manage and grow a portfolio of clients, maintain strong client relationships and identify new advisory opportunities.
- Team Leadership: Supervise and mentor junior team members. Lead team meetings and support professional development.
- Business Development: Participate in networking and marketing activities. Identify and pursue new business opportunities.
- Compliance & Risk Management: Review complex tax returns and computations. Ensure compliance with relevant tax laws.
The successful Private Client Senior Tax Manager have the following related skills / experience:
- Significant experience in private client tax advisory.
Private Client Senior Tax Manager in Newbury, Berkshire employer: Focus Resourcing Group
Contact Detail:
Focus Resourcing Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Tax Manager in Newbury, Berkshire
✨Tip Number 1
Network with professionals in the accountancy and tax advisory sectors. Attend local events or join relevant online forums to connect with individuals who may have insights into the firm or the role.
✨Tip Number 2
Familiarise yourself with the latest developments in Capital Gains Tax, Inheritance Tax, and other relevant areas. Being well-versed in current legislation will demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and leading teams. Highlight specific examples where you've successfully grown client relationships or mentored junior staff.
✨Tip Number 4
Research the firm’s recent projects or initiatives in private client tax. Showing that you understand their work and values can set you apart from other candidates during the interview process.
We think you need these skills to ace Private Client Senior Tax Manager in Newbury, Berkshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with Capital Gains Tax, Inheritance Tax, trusts and estates, property tax, and international tax matters. Use specific examples to demonstrate your expertise in these areas.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Private Client Senior Tax Manager role. Mention your experience in client advisory and portfolio management, and how you can contribute to the firm's growth.
Showcase Leadership Skills: Since the role involves supervising and mentoring junior team members, include examples of your leadership experience. Highlight any previous roles where you led a team or supported professional development.
Demonstrate Business Development Acumen: Mention any past experiences where you successfully identified and pursued new business opportunities. This will show that you understand the importance of business development in this role.
How to prepare for a job interview at Focus Resourcing Group
✨Showcase Your Tax Knowledge
Make sure to brush up on your knowledge of Capital Gains Tax, Inheritance Tax, and other relevant tax matters. Be prepared to discuss specific cases or scenarios where you've successfully advised clients on these topics.
✨Demonstrate Client Management Skills
Highlight your experience in managing client portfolios and maintaining strong relationships. Share examples of how you've identified new advisory opportunities and grown client accounts in the past.
✨Emphasise Leadership Experience
As a Senior Tax Manager, you'll be expected to lead and mentor junior team members. Be ready to discuss your leadership style and provide examples of how you've supported the professional development of others.
✨Prepare for Business Development Questions
Since business development is a key part of this role, think about your networking and marketing experiences. Prepare to discuss how you've successfully pursued new business opportunities in previous positions.