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For Companies At a Glance
- Tasks: Provide expert tax advice and manage compliance for high-net-worth clients.
- Company: Independent firm in Bath with a friendly and supportive team.
- Benefits: Hybrid working options, professional development, and a path for career growth.
- Why this job: Join a key role that shapes the future of tax advisory services.
- Qualifications: CTA qualified with experience in private client tax.
- Other info: Opportunity to work on complex cases and drive business growth.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Our client is an independent firm based in Bath. They seek an experienced private client tax specialist for a key role at Manager/Senior Manager level. You will be focusing predominantly on the advisory, planning and complex tax compliance services the firm has to offer. In addition, the role will give the opportunity to enhance and develop the tax advisory offering with a focus on business development. The role requires a technically strong individual who can provide exceptional tax advice and compliance services to a diverse portfolio of high-net-worth individuals (HNWIs), families, and owner-managed businesses and has a track record of doing so. The successful applicant will be an integral part of our firm\\\’s future, with a path for professional development and a mandate to drive business growth.
Responsibilities
- Client Management and Advisory: Manage and provide proactive, high-level tax advice to a complex portfolio of private clients, including HNWIs, families, and trusts.
- Specialise in providing technical advice on a wide range of UK taxes, with a particular emphasis on Income Tax, Capital Gains Tax, and Inheritance Tax.
- Identify and implement strategic tax planning opportunities for clients to ensure optimal tax efficiency and compliance.
- Tax Compliance: Oversee and review the preparation of complex self-assessment tax returns for individuals, partnerships, and trusts.
- Ensure all tax compliance obligations are met accurately and within statutory deadlines.
- Handle complex correspondence and resolve queries from HM Revenue & Customs (HMRC).
This role is based mainly in the Bath office but hybrid working also considered. Would suit a CTA qualified. Friendly team and excellent quality work.
Note: Unfortunately this firm is unable to offer visa sponsorship.
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Tax Manager - Bath employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager - Bath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the tax industry, especially those who work with HNWIs. Attend local events or join online forums to make valuable contacts that could lead to job opportunities.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of case studies or examples of your past work in tax advisory and compliance. This will help you stand out during interviews and demonstrate your ability to handle complex tax issues.
✨Tip Number 3
Practice your interview skills! Mock interviews can be a game changer. Get a friend or mentor to grill you on common tax-related questions, so you feel confident and ready to impress when it counts.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Tax Manager role. Plus, applying directly shows your enthusiasm and commitment to joining our friendly team in Bath.
We think you need these skills to ace Tax Manager - Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your experience with high-net-worth individuals and your expertise in UK taxes like Income Tax and Capital Gains Tax. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how you can contribute to our firm's growth. Be sure to mention any relevant achievements that showcase your ability to provide exceptional tax advice.
Showcase Your Technical Skills: Since this role requires a technically strong individual, don’t shy away from showcasing your technical skills in your application. Mention specific tax compliance services you've managed and any strategic planning opportunities you've identified for clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen on joining our friendly team!
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK taxes, especially Income Tax, Capital Gains Tax, and Inheritance Tax. Be ready to discuss specific cases or scenarios where you've provided tax advice, as this will show your technical expertise and ability to handle complex compliance.
✨Showcase Your Client Management Skills
Prepare examples of how you've managed client relationships in the past. Highlight any experiences where you've successfully advised high-net-worth individuals or families, as this is crucial for the role. Think about how you can demonstrate your proactive approach to client management.
✨Business Development Mindset
Since the role involves enhancing the tax advisory offering, come prepared with ideas on how you could contribute to business growth. This could be through identifying new service opportunities or improving existing processes. Showing that you have a forward-thinking attitude will impress the interviewers.
✨Be Ready for Technical Questions
Expect some challenging technical questions during the interview. Practice articulating your thought process when solving tax-related problems. This will not only showcase your knowledge but also your analytical skills, which are essential for the role.
