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For Companies At a Glance
- Tasks: Manage client portfolios, provide tax advice, and oversee compliance.
- Company: A respected independent firm expanding its tax team in Surrey.
- Benefits: Competitive salary, flexible working options, and career progression to Partner.
- Why this job: Join a modern firm with a strong culture and high-level technical work.
- Qualifications: Qualified accountant with 5+ years of experience and strong advisory skills.
- Other info: Opportunity for mentorship and business development in a growing environment.
The predicted salary is between 36000 - 60000 £ per year.
Your new company
One of my top clients is planning for its future and looking to expand their tax team with a strong personal tax Manager or Senior Manager with a view to progressing through to Director or Partner as part of their succession planning. This independent Firm boasts 3 offices, soon to be opening a 4th in the heart of Surrey, an affluent area, boasting a deep and broad portfolio with high-level technical work. This represents an excellent opportunity to join this modern, well-respected Firm with an excellent culture, and to progress your career to the highest level with the Firm.
Your new role
- Manage a portfolio of clients
- Provide technical advisory expertise
- Oversee compliance for a designated portfolio
- Tax planning
- Assist with business development and attend networking events
- Assist to continue business growth and expansion of the portfolio
- Work closely with your new team, helping to guide and mentor individuals as needed
- Be a point of escalation within the team for any issues
What you'll need to succeed
You will be a qualified accountant, ACA, ACCA, ATT, CTA with at least 5 years post-qualification experience. You will have managed a portfolio previously and be able to demonstrate your advisory skills during interview. You will have excellent communication skills to enable you to manage a high performing team, to liaise with clients, hold tax planning meetings, be confident in exploring business development opportunities and to network in local communities as needed.
What you'll get in return
This is a Partner Designate role and will receive a salary dependent on experience and to reflect the stature of the role. Flexible working options are available.
Partner Designate - Private Client Tax in Surrey employer: Hays Senior Finance
Contact Detail:
Hays Senior Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Designate - Private Client Tax in Surrey
✨Tip Number 1
Network like a pro! Attend industry events and local meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Show off your expertise! Prepare to discuss your past experiences and how they relate to the role. Be ready to share specific examples of your advisory skills and client management.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and keeps the conversation going.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Partner Designate - Private Client Tax in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Partner Designate role. Highlight your experience in managing client portfolios and any advisory skills that align with what we're looking for. This shows us you understand the position and are genuinely interested.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for our team. Mention specific experiences that relate to tax planning and business development, and don’t forget to express your enthusiasm for joining our firm.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and if possible, include examples of how you've successfully communicated with clients or mentored team members in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Hays Senior Finance
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to personal tax. Be ready to discuss your previous experience managing a portfolio and provide examples of your advisory skills. This will show that you’re not just qualified, but also confident in your expertise.
✨Showcase Your Leadership Skills
Since this role involves guiding and mentoring a team, be prepared to share specific instances where you've successfully led a team or resolved conflicts. Highlight your communication skills and how you’ve fostered a high-performing environment in the past.
✨Business Development Mindset
This position requires a focus on business growth, so think about how you can contribute to that. Prepare to discuss your experience with networking events and any strategies you've used to expand client portfolios. Showing enthusiasm for business development will set you apart.
✨Cultural Fit Matters
Research the firm’s culture and values. During the interview, express how your personal values align with theirs. This will demonstrate that you’re not only a skilled professional but also someone who will fit well within their team and contribute positively to their work environment.
