At a Glance
- Tasks: Manage your own portfolio of personal tax clients and provide advisory support.
- Company: Growing firm in Winchester with a collaborative, close-knit team.
- Benefits: 25 days annual leave, excellent career progression, and employer pension scheme.
- Other info: Opportunity to coach junior staff and build long-term client relationships.
- Why this job: Step into a role with genuine responsibility and make a real impact.
- Qualifications: Five years’ experience in personal tax and ATT or CTA qualifications.
The predicted salary is between 51750 - 63250 £ per year.
We are working with a growing firm in Winchester to recruit a Personal Tax Manager.
This is a client-facing role with responsibility for managing your own portfolio of clients, including high-net-worth individuals, business owners, self-employed clients, and expatriates.
You will have full ownership of your portfolio, reviewing work prepared by junior colleagues and providing advisory support on complex personal tax matters.
This is ideal for someone with at least five years’ experience in personal tax who is ready to step into a role with genuine responsibility and progression opportunities within a respected firm.
- Personal Tax Manager – Benefits
- 25 days annual leave
- Excellent career progression opportunities
- Employer pension scheme
- Death in service cover
- Support for any relevant training
- Collaborative, close-knit team environment
- Personal Tax Manager – About The Role
As Personal Tax Manager, you will oversee your own portfolio of clients and act as the main point of contact for day-to-day queries.
You’ll review tax returns prepared by junior staff, provide advisory support on complex tax matters, and work closely with senior management when needed.
The role also includes leading client calls, coaching junior colleagues, and managing billing arrangements, giving you the chance to make a real impact on the smooth running of the business while building long-term client relationships.
Key responsibilities
- Managing your own portfolio of personal tax clients
- Reviewing tax returns prepared by junior colleagues
- Acting as primary client contact for queries and advisory support
- Providing consulting advice on personal tax matters
- Supporting senior management on complex tax issues
- Leading client calls and maintaining strong client relationships
- Coaching and developing junior staff
- Managing billing arrangements for your portfolio
The successful Personal Tax Manager will have
- At least five years’ experience in personal tax within a UK practice
- ATT or CTA qualifications
- Strong organisational skills and ability to manage multiple deadlines
- Excellent communication skills, both verbal and written
- #J-18808-Ljbffr
Personal Tax Manager in Winchester employer: Howett Thorpe Recruitment Consultants Ltd
Howett Thorpe Recruitment Consultants Ltd is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development. With a focus on comprehensive learning solutions in the vibrant city of London, employees benefit from tailored training opportunities and the chance to collaborate with industry leaders, making it a rewarding environment for those passionate about advancing their careers in corporate learning.
Contact Details:
Howett Thorpe Recruitment Consultants Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager in Winchester
✨Get in Touch with Local Businesses
In tax advisory consulting, local businesses often need help with their finances and tax strategies. Don’t be shy—walk into companies nearby, introduce yourself, and let them know about your freelance services. Sometimes, a face-to-face chat can land you more work than a hundred emails!
✨Join Professional Networks
Get yourself involved in professional bodies like the Chartered Institute of Taxation or local accountants’ associations. They often host events or web seminars where you can meet potential clients and fellow freelancers in the tax field. Networking in these spaces can lead to referrals and collaborations that count!
✨Build a Stellar Online Presence
Create a professional website or a LinkedIn profile showcasing your tax advisory expertise. Share valuable insights, articles, or tax tips that demonstrate your knowledge. This not only builds credibility but also makes you more visible to those looking for freelance consultants in tax!
✨Reach Out to Your Existing Network
Don’t forget about the people you already know! Let friends, family, and previous colleagues know you’re freelancing in tax advisory. You’d be surprised how often personal connections can lead to new clients. Just a quick message can do wonders!
We think you need these skills to ace Personal Tax Manager in Winchester
Some tips for your application 🫡
Show Off Your Tax Knowledge:Since you’re diving into the tax advisory consulting world, make sure your CV reflects your solid understanding of tax laws and regulations. List relevant coursework or certifications—like ACA or ACCA—that showcase your expertise. Feel free to include any special projects that demonstrate your problem-solving skills in tax planning!
Build a Portfolio of Success Stories:As a freelancer, your portfolio is your calling card! Include case studies or examples of clients you’ve helped with tax strategies, showing before-and-after scenarios. This gives potential clients a taste of what you can do and how you add value. If you’ve got testimonials, even better!
Nail Your Rates and Availability:When applying to Howett Thorpe Recruitment Consultants Ltd, be transparent about your rates and your availability for freelance projects. Potential clients appreciate knowing what they’re getting into, so include this info concisely in your cover letter—it’ll set you apart from other applicants who leave them guessing.
Keep It Succinct and Focused:Freelance roles often look for specific skills tailored to client needs. In your cover letter to Howett Thorpe Recruitment Consultants Ltd, get to the point quickly and highlight how your unique skills align with their needs. Avoid fluff and stick to the essentials—this shows you respect their time and have a clear sense of purpose!
How to prepare for a job interview at Howett Thorpe Recruitment Consultants Ltd
✨Show Off Your Consultancy Skills
As a freelance tax adviser, you’ll need to demonstrate your consultancy skills during the interview. Be ready to discuss how you can offer tailored tax solutions to clients, showcasing your understanding of tax laws and regulations. It’s all about proving you can advise based on their specific needs!
✨Get Your Portfolio on Point
Since this is a freelance gig, your portfolio is your golden ticket! Make sure you have case studies or examples of previous tax advisory work handy. Prepare to talk about strategies you’ve used in real scenarios, and don’t shy away from showcasing your successes.
✨Brush Up on Tax Legislation
Expect some technical questions about current tax legislation and how it impacts different industries. Familiarise yourself with the latest changes in tax laws and be prepared to discuss their implications with confidence. Keeping up-to-date not only shows you're knowledgeable but also that you are proactive in your field.
✨Pitch Your Service Value
Freelancing means you’ll be competing with others in the market, so you need to pitch your value effectively. Think about your rates, what unique expertise you bring to the table, and how you can solve a potential client's problems better than anyone else. Sell yourself as the go-to advisor for their tax needs!
