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For Companies At a Glance
- Tasks: Manage a diverse portfolio of private clients and lead on tax advisory projects.
- Company: Join a supportive, partner-led chartered accountancy practice with a strong client base.
- Benefits: Enjoy a competitive salary, private healthcare, 25 days holiday, and flexible working hours.
- Why this job: Make a real impact while balancing technical challenges and building client relationships.
- Qualifications: Experienced in personal tax, ideally CTA or STEP qualified, with strong client management skills.
- Other info: Great career progression opportunities in a friendly, inclusive environment.
Location: Reading
Contract Type: Permanent
Employer: Small to Medium sized Chartered Accountancy Practice
Salary: ÂŁ60,000 to ÂŁ65,000 per annum base
Private Healthcare + 25 days holiday + pension 4% matched + life assurance + flexible hours
Hybrid working - 4 days in the office, 1 day from home.
About the Firm
We are working with a well‑established small to medium sized chartered accountancy practice known for its high‑quality, partner‑led service and long‑standing private client base. The firm offers an inclusive, supportive culture with real autonomy, access to interesting work, and a clear route for progression.
The Role
As Private Client Tax Manager, you will oversee a diverse client base including high‑net‑worth individuals, families, business owners, non‑doms, and trusts. You will take the lead on advisory projects while managing the delivery of compliance work through your team. This is an ideal role for someone who enjoys balancing technical complexity with building strong client relationships in a friendly, mid‑sized practice environment.
Key Responsibilities
- Client Management & Advisory
- Manage a portfolio of private clients including HNWIs, non‑doms, entrepreneurs, and family groups.
- Provide advisory work across IHT planning, CGT, estate planning, residency and domicile, succession planning, and structuring.
- Lead on tax planning projects and present clear recommendations to clients.
- Act as first point of contact for client queries and build long‑term trusted relationships.
- Compliance Oversight
- Review complex personal tax returns prepared by the team.
- Oversee trust and estate tax compliance where required.
- Ensure all work is completed to quality standards and HMRC deadlines.
- Identify opportunities for tax efficiencies and additional advisory projects.
- Team Leadership
- Manage and mentor a team of three (mixed levels).
- Review work, provide technical guidance, and support their development.
- Assist in workload planning and ensuring efficient workflow across the team.
- Practice & Commercial Responsibilities
- Work closely with partners on client strategies and technical matters.
- Contribute to business development, proposals, and onboarding of new clients.
- Maintain strong technical knowledge and stay up‑to‑date with legislative changes.
About You
- Experienced personal/private client tax professional, ideally CTA or STEP qualified (or qualified by experience).
- Strong background in managing a private client portfolio within practice.
- Confident delivering advisory work and dealing with complex tax issues.
- Experience mentoring or leading staff.
- Approachable, relationship‑driven, and comfortable in a client‑facing role.
What's on Offer
- Competitive salary and benefits package.
- Genuine progression to Senior Manager for the right person.
- Supportive, friendly practice with excellent work‑life balance.
- Exposure to a wide range of advisory work, not just compliance.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
Tax Manager in Bracknell employer: Gleeson Recruitment Group
Contact Detail:
Gleeson Recruitment Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager in Bracknell
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. Think about how your experience aligns with the role of Tax Manager and be ready to discuss specific examples. Confidence is key, so practice makes perfect!
✨Showcase Your Expertise
During interviews or networking chats, don’t hesitate to share your knowledge on tax planning and compliance. Discussing recent changes in legislation or sharing insights on client management can really set you apart as a candidate who’s passionate and informed.
✨Apply Through Our Website
When you find a job that fits, apply through our website! It streamlines the process and ensures your application gets directly to the right people. Plus, it shows you’re serious about joining the team!
We think you need these skills to ace Tax Manager in Bracknell
Some tips for your application 🫡
Read the Job Description Carefully: Before you start your application, take a good look at the job description. Make sure you understand what we're looking for in a Tax Manager and how your skills align with the role.
Tailor Your CV: Don’t just send out the same CV for every job. Highlight your experience in managing private client portfolios and any advisory work you've done. We want to see how you fit into our team!
Craft a Personal Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you the perfect fit for our firm. Keep it friendly and professional.
Apply Through Our Website: When you're ready, hit that apply button on our website! It’s the easiest way for us to receive your application and ensures it goes straight to the right people. We can’t wait to hear from you!
How to prepare for a job interview at Gleeson Recruitment Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal and private client tax issues. Be ready to discuss IHT planning, CGT, and estate planning in detail. The interviewers will want to see that you can handle complex tax matters with confidence.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about specific situations where you’ve provided valuable advice or resolved complex queries. This role is all about client interaction, so demonstrate your approachability and relationship-driven mindset.
✨Team Leadership Experience
Since you'll be managing a team, be ready to talk about your leadership style. Share experiences where you've mentored staff or led projects. Highlight how you ensure quality standards and support your team's development, as this will resonate well with the firm’s values.
✨Stay Updated on Legislation
The tax landscape is always changing, so show that you're proactive about keeping your knowledge current. Mention any recent changes in tax legislation that could impact private clients. This will demonstrate your commitment to providing top-notch advisory services.
