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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 make a real impact.
- Qualifications: Qualified accountant with 5+ years of experience and strong advisory skills.
- Other info: Opportunity for mentorship and business development in a dynamic 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 Weybridge 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 Weybridge
✨Tip Number 1
Network like a pro! Attend local events and connect with professionals in the tax field. We can’t stress enough how important it is to build relationships that could lead to job opportunities.
✨Tip Number 2
Show off your expertise! During interviews, be ready to discuss your past experiences managing client portfolios and providing advisory services. We want to see you shine and demonstrate your skills.
✨Tip Number 3
Don’t forget to follow up! After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Partner Designate - Private Client Tax in Weybridge
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 explain 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 prepared to discuss specific cases or scenarios where you've provided advisory expertise. This will show that you not only understand the theory but can apply it in real-world situations.
✨Showcase Your Leadership Skills
Since this role involves managing a portfolio and mentoring team members, be ready to share examples of how you've successfully led a team in the past. Highlight any experiences where you've guided others through challenges or helped them grow professionally.
✨Network Like a Pro
As business development is key, think about how you can demonstrate your networking abilities. Share stories of past networking events you've attended and how they led to new opportunities. This will illustrate your proactive approach to expanding the firm's portfolio.
✨Communicate Clearly
Excellent communication skills are a must for this role. Practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or mentor to refine your ability to explain complex tax concepts in an understandable way.
