At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients, providing tailored tax advice and compliance services.
- Company: Join one of the UK's leading accountancy firms with a collaborative culture.
- Benefits: Enjoy flexible hybrid working, generous leave, and a competitive pension scheme.
- Other info: Excellent opportunities for career progression and ongoing technical training.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: CTA qualified or ACA/ACCA with significant Private Client Tax experience.
The predicted salary is between 60000 - 80000 £ per year.
Private Client Tax Manager
Why Apply for This Role?
Hire IQ is partnering with one of the UK's leading accountancy and business advisory firms to appoint a
Private Client Tax Manager .
This is an excellent opportunity to join a well-established and highly regarded Private Client Tax team, managing a diverse portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and estates whilst delivering high-quality tax advice.
Working closely with Partners and Directors, you'll play a key role in providing both advisory and compliance services, developing long-term client relationships and supporting the continued growth of the Private Client offering.
This role offers an excellent balance of autonomy, technical challenge and clear career progression.
What Sets It Apart?
- Join a highly respected and growing Private Client Tax team
- Broad mix of advisory and compliance work across a varied client portfolio
- Exposure to high-net-worth individuals, entrepreneurs, trusts, estates and family investment companies
- Opportunity to work closely with Partners on complex tax planning projects
- Genuine client-facing role with responsibility for managing key relationships
- Clear pathway towards Senior Manager and beyond
- Flexible hybrid working with a genuine focus on work-life balance
- Generous annual leave entitlement, enhanced parental leave and competitive pension scheme
- Ongoing investment in technical training, leadership development and career progression
- Supportive, collaborative culture where people are encouraged to develop and succeed
- The Company
Our client is one of the UK's leading accountancy and business advisory firms, recognised for its ambitious growth, collaborative culture and commitment to delivering commercially focused advice.
With a strong reputation across the private client market, the firm works with a wide range of individuals, families and owner-managed businesses, offering employees excellent opportunities to develop their technical expertise whilst progressing their careers within a supportive and forward-thinking environment.
Key Responsibilities
- Manage a portfolio of Private Client Tax clients, delivering both advisory and compliance services
- Provide advice across Capital Gains Tax, Inheritance Tax, Trust Taxation, Residence & Domicile, Property Tax and Personal Tax planning
- Review self-assessment tax returns prepared by junior members of the team
- Identify tax planning opportunities and deliver commercially focused advice tailored to clients' individual circumstances
- Build and strengthen long-term client relationships, acting as a trusted adviser
- Support Partners and Directors on complex advisory projects, including succession planning, wealth preservation and estate planning
- Manage client deadlines, workflow and billing across your portfolio
- Mentor, coach and develop junior members of the Private Client Tax team
- Work collaboratively with colleagues across the wider Tax and Advisory teams to deliver integrated client solutions
- Contribute to business development activities and identify opportunities to grow existing client relationships
- Your Experience
- CTA qualified (or ACA/ACCA with significant Private Client Tax experience)
- Strong experience managing a portfolio of Private Client Tax clients within an accountancy practice
- Excellent technical knowledge across UK Personal Tax, Capital Gains Tax and Inheritance Tax
- Experience providing both advisory and compliance services to high-net-worth individuals, business owners and trusts
- Strong client relationship management skills with a commercial approach to delivering tax advice
- Experience reviewing work and mentoring junior team members
- Excellent communication and stakeholder management skills
- Ambitious and motivated to progress within a growing and highly regarded Private Client Tax team
Private Client Tax Manager in Bolton employer: HireIQ
Join one of the UK's most progressive accountancy and business advisory firms, where you will thrive in a dynamic and collaborative environment that prioritises employee wellbeing and career development. As an Employment Tax Senior Manager, you'll enjoy a clear pathway to leadership roles while working on complex advisory projects for a diverse client portfolio, all within a flexible hybrid working model that promotes a healthy work-life balance. With generous benefits including enhanced parental leave and a strong focus on technical development, this firm is committed to nurturing your professional growth and success.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Bolton
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as HireIQ, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager in Bolton
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch HireIQ's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at HireIQ. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at HireIQ!
How to prepare for a job interview at HireIQ
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for HireIQ.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within HireIQ. It helps to show our commitment!
