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- Tasks: Manage personal tax clients and provide compliance and advisory services.
- Company: Join a leading Private Client Services team in South West London.
- Benefits: Enjoy a competitive salary, hybrid working, and professional development opportunities.
- Why this job: Work with high-net-worth clients and make a real impact in their financial lives.
- Qualifications: ATT or CTA qualified with 3 years' experience in personal tax.
- Other info: Collaborative environment with diverse client portfolio for varied work.
The predicted salary is between 48000 - 72000 £ per year.
We are seeking a proactive and experienced Personal Tax Manager to join our client's Private Client Services team. The successful candidate will manage a portfolio of personal tax clients, including high-net-worth individuals, non-domiciled individuals, and trusts. This role involves delivering high-quality compliance services and providing advisory support on a range of personal tax matters.
Key Responsibilities:- Manage a diverse portfolio of personal tax clients, ensuring timely and accurate preparation and submission of self-assessment tax returns.
- Provide tax compliance and advisory services to high-net-worth individuals, non-domiciled individuals, and trusts.
- Liaise with HMRC on behalf of clients, handling inquiries and resolving issues efficiently.
- Identify tax planning opportunities and provide proactive advice to clients.
- Review work prepared by junior team members, providing guidance and support as needed.
- Stay up-to-date with changes in tax legislation and ensure clients are informed of relevant developments.
- Assist in business development activities, including preparing proposals and attending client meetings.
- ATT qualified and/or CTA qualified or part-qualified.
- Minimum of 3 years' experience in personal tax within a practice environment.
- Strong technical knowledge of UK personal taxation, including experience with non-domiciled individuals and trusts.
- Excellent communication and interpersonal skills, with the ability to build strong client relationships.
- Proficient in using tax software and Microsoft Office applications.
- Ability to work independently and as part of a team, managing multiple priorities effectively.
- Competitive salary and benefits package.
- Hybrid working model with flexibility.
- Supportive and collaborative working environment.
- Opportunities for professional development and career progression.
- Access to a diverse client portfolio offering varied and interesting work.
Personal Tax Manager in South West London employer: GTCO Ltd
Contact Detail:
GTCO Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in South West London
✨Tip Number 1
Network with professionals in the personal tax field, especially those who work with high-net-worth individuals and trusts. Attend industry events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Stay updated on the latest changes in UK tax legislation and trends affecting personal taxation. This knowledge will not only help you in interviews but also demonstrate your commitment to providing top-notch advisory services to clients.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client portfolios in the past. Highlight any experiences where you've identified tax planning opportunities or resolved complex issues, as this will showcase your expertise and problem-solving skills.
✨Tip Number 4
Familiarise yourself with the tax software commonly used in the industry. Being proficient in these tools will not only make you more efficient but also show potential employers that you're ready to hit the ground running.
We think you need these skills to ace Personal Tax Manager in South West London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, especially with high-net-worth individuals and trusts. Use specific examples to demonstrate your expertise and achievements in managing tax compliance and advisory services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Personal Tax Manager role. Mention your qualifications, such as being ATT or CTA qualified, and elaborate on your experience in a practice environment. Show how your skills align with the responsibilities outlined in the job description.
Highlight Relevant Skills: Emphasise your strong technical knowledge of UK personal taxation and your ability to liaise with HMRC. Include examples of how you've identified tax planning opportunities and provided proactive advice to clients in previous roles.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Personal Tax Manager.
How to prepare for a job interview at GTCO Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of UK personal taxation, especially regarding non-domiciled individuals and trusts. Be prepared to discuss specific tax scenarios and how you would handle them, as this will demonstrate your expertise and readiness for the role.
✨Prepare for Client Scenarios
Think about potential client situations you might encounter in this role. Prepare examples of how you've successfully managed similar cases in the past, particularly focusing on compliance and advisory services for high-net-worth individuals.
✨Demonstrate Your Communication Skills
Since this role involves liaising with clients and HMRC, practice articulating complex tax concepts in a clear and concise manner. You might be asked to explain how you would communicate tax planning opportunities to clients, so be ready to showcase your interpersonal skills.
✨Highlight Your Team Leadership Experience
As you'll be reviewing work from junior team members, be prepared to discuss your experience in mentoring or guiding others. Share specific examples of how you've supported team members in their development and how you manage multiple priorities effectively.
