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For Companies At a Glance
- Tasks: Manage personal tax clients, ensuring compliance and providing advisory services.
- Company: Established firm of chartered accountants with a friendly team atmosphere.
- Benefits: Competitive salary, great work-life balance, and free on-site parking.
- Why this job: Join a stable team and make a real impact in private client tax management.
- Qualifications: Qualified CTA/ATT/ACA/ACCA or QBE with experience in UK accountancy.
- Other info: Opportunities for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Overview
We are working on the recruitment of an experienced Personal Tax Manager to join a long established firm of chartered accountants in Worthing, West Sussex. This is a great opportunity to join a friendly and stable team, carrying out a varied range of private client work including dealing with HNWI, trusts and estates. You will be managing your own clients, ensuring that all compliance is carried out as well as conducting some advisory work. While the role is mainly focused around private client work, there is also scope for involvement in corporation tax. The accountancy firm has a low turnover of staff and can offer a great work-life balance. They are based in a central Worthing location and offer free on site parking.
Responsibilities
- Manage own client portfolio of private client work, including HNWI, trusts and estates
- Ensure compliance is carried out for allocated clients
- Provide some advisory services to clients as appropriate
- Involvement in corporation tax work where applicable
Qualifications
- Qualified CTA/ATT/ACA/ACCA or QBE
- Currently working in a UK accountancy firm in a tax-based or mixed role
- Ability to work on own initiative
- Experience of working to deadlines
- Strong communication and relationship-building skills
Salary & Benefits
There is a very competitive basic salary and benefits package on offer. If you are interested in this long-term opportunity in Worthing please apply now, or contact Claire Jones at Harvey John for more details on this and a range of other accountancy practice roles across Sussex.
Employment Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Accounting/Auditing
- Industries: Accounting and Business Consulting and Services
Worthing, England, United Kingdom is the location for this role. This description is provided for recruiting purposes and may be subject to change.
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Personal Tax Manager employer: Harvey John
Contact Detail:
Harvey John Recruiting Team
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 accountancy world, especially those who might know about openings for Personal Tax Managers. A friendly chat can sometimes lead to opportunities that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax regulations. We want you to feel confident discussing compliance and advisory work, so practice common interview questions related to personal tax management.
✨Tip Number 3
Showcase your relationship-building skills! During interviews, share examples of how you've successfully managed client relationships in the past. This will highlight your ability to connect with HNWI and other clients effectively.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our team in Worthing!
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 qualifications like CTA/ATT/ACA/ACCA and any relevant experience in tax roles. We want to see how your skills match what we're looking for!
Showcase Your Experience: In your application, emphasise your experience with private clients, HNWI, trusts, and estates. We love seeing candidates who can demonstrate their ability to manage clients and ensure compliance while also providing advisory services.
Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point about why you’re a great fit for our team and how you can contribute to our friendly environment.
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 this fantastic opportunity in Worthing. We can’t wait to hear from you!
How to prepare for a job interview at Harvey John
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and compliance requirements. Being well-versed in personal tax, especially regarding HNWI, trusts, and estates, will show that you're serious about the role and can hit the ground running.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to build rapport and trust, as this is crucial for a Personal Tax Manager who will be dealing with private clients.
✨Demonstrate Initiative
Think of instances where you've taken the initiative in your previous roles. Whether it’s streamlining processes or advising clients proactively, showing that you can work independently and think ahead will impress your interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax and their client base. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your values, especially regarding work-life balance.
