At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected Private Client Tax team in Exeter with a collaborative culture.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for career advancement.
- Other info: Genuine scope to progress to Senior Manager with support from experienced leaders.
- Why this job: Make a real impact while advising entrepreneurs and families on personal taxation.
- Qualifications: Experience in UK personal taxation and strong relationship management skills.
The predicted salary is between 36000 - 60000 £ per year.
A great Manager opportunity with one of the region's most respected Private Client Tax teams. The role involves advising new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation. The team is growing and looking to bolster its offering with the appointment of a personal tax Manager, with genuine scope to progress to Senior Manager.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Responsibilities
- Manage a portfolio of HNW clients, undertaking complex compliance and ad hoc income and capital taxes planning.
- Maintain an excellent client-facing relationship, requiring strong relationship management skills.
Qualifications / Experience
- Experience advising new-money entrepreneurs, HNW families, business owners and landed wealth on UK personal taxation.
- Flexibility to progress within a high-end Private Client practice; genuine scope to advance towards Senior Manager grade with support from Directors and Partners.
Work Arrangements
The team offers hybrid working with the option to work from home 2-3 days a week.
Opportunity
This is an opportunity to pursue a career with a high-end Private Client practice while enjoying a flexible work/life balance. (The team would also consider someone joining at Assistant Manager grade).
How to Apply
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5244. Alternatively, simply apply below.
Personal Tax Manager – Exeter employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager – Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their approach to personal taxation and think about how your experience with HNW clients can add value. This will help you stand out as someone who’s genuinely interested in the role.
✨Tip Number 3
Practice your relationship management skills! Since this role involves maintaining excellent client-facing relationships, consider role-playing scenarios with a friend or mentor. This will help you feel more confident when discussing your approach during interviews.
✨Tip Number 4
Don’t forget to 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. Good luck!
We think you need these skills to ace Personal Tax Manager – Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your experience with HNW clients and any relevant tax planning expertise to catch our eye!
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, focusing on your relationship management skills and your passion for personal taxation.
Showcase Your Flexibility:Since we offer hybrid working, mention your adaptability and how you can thrive in both office and remote settings. This shows us you're ready for the modern work environment!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on UK personal taxation, especially around compliance and planning for HNW clients. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Relationship Skills
Since this role involves managing client relationships, think of examples where you've successfully built rapport with clients. Prepare to share how you handle difficult conversations or maintain long-term relationships, as this will highlight your interpersonal skills.
✨Be Ready for Growth Conversations
The firm is looking for someone who can progress to Senior Manager. Think about your career goals and be prepared to discuss how you envision your growth within the company. Show enthusiasm for taking on more responsibility and how you plan to contribute to the team's success.
✨Embrace the Hybrid Work Culture
With the option to work from home, be ready to discuss how you manage your time and productivity in a hybrid setting. Share any experiences you have with remote work and how you maintain communication and collaboration with your team.
