At a Glance
- Tasks: Manage personal tax portfolios and provide high-quality tax advice to clients.
- Company: Well-established accountancy practice in Brighton with a friendly culture.
- Benefits: Salary up to £60,000, hybrid working, and a supportive environment.
- Other info: Enjoy a bright office atmosphere and a strong tea culture!
- Why this job: Take ownership of your work and build strong client relationships in a collaborative team.
- Qualifications: Experience in personal tax and relevant professional qualifications required.
The predicted salary is between 54000 - 66000 £ per year.
TPF Recruitment is delighted to be supporting a well established independent accountancy practice in Brighton with the recruitment of a Personal Tax Manager. Our client is a highly regarded firm with around 40 members of staff, known for its friendly culture, collaborative environment and excellent staff retention. The firm operates from a bright, open plan office and promotes a supportive team atmosphere. Hybrid working is available, allowing up to two days per week from home.
This is a key hire for the firm and a unique opportunity for an experienced personal tax professional to take ownership of the entire personal tax portfolio, working closely with partners and a team of cross trained general practice accountants who assist with compliance work where required.
The Role
As Personal Tax Manager, you will oversee the firm’s personal tax function, managing a varied portfolio of private clients while ensuring compliance deadlines are met and clients receive high quality tax advice. The role will combine hands on compliance work with advisory responsibilities and oversight of junior support where appropriate. This position would suit someone who enjoys autonomy, responsibility and being a trusted point of contact for both clients and colleagues.
Key Responsibilities
- Preparing, completing and submitting self assessment tax returns for a varied portfolio including individuals, partnerships, landlords, estates, trusts and high net worth individuals.
- Managing the day to day running of trusts, including maintaining trust cash books, dealing with trustee queries, calculating distributions, and preparing trust accounts and trust tax returns.
- Calculating capital gains tax liabilities, including the preparation and submission of 60 day CGT returns where required.
- Providing clients with guidance on residency, inheritance tax and capital gains tax matters, escalating complex advisory work to partners where necessary.
- Acting as the primary point of contact for personal tax clients, maintaining regular communication and building strong long term relationships.
- Managing work in progress levels and ensuring billing is kept up to date, working closely with partners to maintain efficient workflow.
- Supporting and mentoring a junior member of staff, reviewing work where appropriate and providing technical guidance.
- Liaising with the wider accounts team to ensure personal tax implications are considered in broader client matters.
- Identifying potential tax planning opportunities and assisting with ad hoc advisory projects.
- Keeping up to date with changes in personal tax legislation and HMRC guidance to ensure the firm remains compliant and clients receive proactive advice.
- Supporting the partners in developing and improving internal personal tax processes and procedures.
Requirements About You
- Experience working within a UK accountancy practice in a personal tax focused role.
- A relevant professional qualification such as ATT, CTA or ACCA/ACA is essential.
- Strong experience preparing self assessment tax returns and trust tax work.
- Experience managing or supporting junior staff members.
- Good knowledge of capital gains tax, inheritance tax and residency matters.
- Strong organisational skills with the ability to manage your own workload and deadlines.
- Confident communicator with the ability to build strong client relationships.
Benefits Salary and Benefits
- Salary between £45,000 and £60,000, depending on experience.
- Hybrid working with two days per week from home.
- Friendly and supportive working environment.
- Bright, open plan Brighton based office.
- Excellent staff retention and collaborative culture.
- A famously strong office tea culture and a genuinely enjoyable place to work.
Private Client Tax Manager in Brighton employer: Green Professionals
Join a dynamic and independent accounting practice in Colchester, where you will thrive in a supportive and intellectually stimulating environment. With a strong focus on career progression, flexible working arrangements, and a commitment to work-life balance, this role offers excellent opportunities for professional growth while collaborating closely with senior partners and managing diverse client relationships. Enjoy the benefits of a small team culture, direct partner exposure, and long-standing client connections that make your contributions impactful and rewarding.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Brighton
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Green Professionals, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager in Brighton
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Green Professionals's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Green Professionals. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Green Professionals!
How to prepare for a job interview at Green Professionals
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Green Professionals.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Green Professionals. It helps to show our commitment!
