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 Oxford.
- Benefits: Enjoy 25 days holiday, pension scheme, life assurance, and regular social events.
- Why this job: Make an impact with bespoke tax solutions while mentoring junior team members.
- Qualifications: Experience in private client tax advisory and client portfolio management is essential.
- Other info: Opportunities for professional development and networking 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.
- Proven ability to manage a client portfolio and deliver high quality tax advice.
Private Client Senior Tax Manager in Oxford 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 Oxford
✨Tip Number 1
Network with professionals in the accountancy and tax advisory sectors. Attend local events or seminars in Oxford to meet potential colleagues and clients, which can help you gain insights into the firm’s culture and client expectations.
✨Tip Number 2
Familiarise yourself with the latest developments in Capital Gains Tax, Inheritance Tax, and international tax matters. Being well-versed in current legislation will not only boost your confidence but also demonstrate your commitment to staying updated in this field.
✨Tip Number 3
Showcase your leadership skills by discussing any previous experience in mentoring or supervising team members. Highlighting your ability to lead and develop a team will resonate well with the firm's focus on team leadership.
✨Tip Number 4
Engage in business development activities by identifying potential clients or markets that align with the firm’s services. Prepare to discuss how you can contribute to growing the client portfolio during your interview.
We think you need these skills to ace Private Client Senior Tax Manager in Oxford
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 team leadership, include examples of how you've supervised or mentored junior team members in the past. Highlight any successful team projects or initiatives you've led.
Highlight Business Development Experience: If you have experience in networking and identifying new business opportunities, make sure to include this in your application. Discuss any relevant activities or successes that demonstrate your ability to grow a client portfolio.
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 scenarios where you've successfully advised clients on these topics.
✨Demonstrate Client Management Skills
Highlight your experience in managing client portfolios. Share examples of how you've built and maintained strong relationships with high-net-worth individuals and how you've identified new advisory opportunities.
✨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
Expect questions about your approach to networking and marketing activities. Think of specific instances where you've successfully pursued new business opportunities and how you plan to contribute to the firm's growth.