At a Glance
- Tasks: Manage personal tax clients and provide expert tax planning advice.
- Company: Join an exceptional international accounting firm with a hybrid work model.
- Benefits: Competitive salary, mentorship opportunities, and a supportive team environment.
- Other info: Opportunity to mentor junior team members and work on complex projects.
- Why this job: Make a real impact by helping clients save on taxes and build strong relationships.
- Qualifications: CTA/ACA qualified with 5+ years of personal tax experience.
The predicted salary is between 70000 - 80000 £ per year.
Halliday Marx have partnered with an exceptional and international accounting firm to hire a Personal Tax Manager on a permanent basis.
Responsibilities:
- Manage a portfolio of personal tax clients, including HNWIs, directors, and trusts
- Review and sign off self-assessment tax returns
- Provide tax planning advice on income tax, capital gains tax, and inheritance tax
- Identify tax-saving opportunities and support clients with proactive planning
- Oversee and mentor junior members of the tax team
- Liaise directly with clients, building strong long-term relationships
- Handle HMRC enquiries and investigations
- Work collaboratively with partners on complex advisory projects
Requirements:
- CTA / ACA qualified (or equivalent)
- 5 years + Personal Tax experience within practice
- Confident
- Outstanding communication skills
Personal Tax Manager employer: Halliday Marx
Join a leading international accounting firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while managing a diverse portfolio of high-net-worth clients. Enjoy the flexibility of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the field of personal tax.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who might know about openings for Personal Tax Managers. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your tax knowledge and recent changes in legislation. We want you to be the go-to person for tax planning advice, so show off your expertise when it counts!
✨Tip Number 3
Don’t forget to showcase your soft skills! As a Personal Tax Manager, building strong relationships with clients is key. Be ready to share examples of how you've successfully liaised with clients or mentored junior team members.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with HNWIs, tax planning, and any relevant qualifications like CTA or ACA. We want to see how your skills match 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 the perfect fit for the role. Mention specific experiences that relate to managing personal tax clients and building relationships, as these are key for us.
Showcase Your Communication Skills:Since outstanding communication is a must-have, make sure to demonstrate this in your application. Whether it's through clear language in your CV or a well-structured cover letter, we want to see how you can convey complex tax concepts simply.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Halliday Marx
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially around income tax, capital gains tax, and inheritance tax. Be ready to discuss specific cases or scenarios where you've identified tax-saving opportunities for clients.
✨Showcase Your Client Management Skills
Since the role involves liaising directly with clients, prepare examples that highlight your ability to build strong relationships. Think about times when you've successfully managed client expectations or resolved issues.
✨Demonstrate Leadership Qualities
As a Personal Tax Manager, you'll be overseeing junior team members. Be prepared to talk about your mentoring experiences and how you've helped others grow in their roles. This shows you're not just a tax expert but also a team player.
✨Prepare for Technical Questions
Expect some technical questions related to HMRC enquiries and investigations. Brush up on recent changes in tax legislation and be ready to discuss how you would handle complex advisory projects with partners.
