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For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and lead personal tax advisory work.
- Company: Join a dynamic team in a leading tax consultancy based in Surrey.
- Benefits: Competitive salary, flexible working, and a comprehensive benefits package.
- Other info: Opportunity for career growth and to support junior staff development.
- Why this job: Make a real impact by advising high-profile clients and developing your skills.
- Qualifications: ATT and/or CTA qualified with strong private client tax experience.
The predicted salary is between 67000 - 72000 £ per year.
Location: Surrey Office – 2 days in office, 3 days from home
Salary: £67,000 – £72,000 + benefits package
The Role
I'm looking for an experienced Tax Manager to join my client’s Private Client Tax team in Surrey. This is a key client-facing role managing a varied portfolio of high‑net‑worth individuals and owner‑managed businesses, while leading advisory work and supporting the development of the wider team. You’ll work closely with Directors and Partners, delivering high‑quality personal tax advice, overseeing compliance and playing an active role in the continued growth of the team.
- Managing a diverse private client portfolio
- Leading personal tax advisory work alongside compliance
- Acting as a key point of contact for clients and advisers
- Dealing with CGT and IHT planning matters
- Overseeing UK tax returns and complex assignments
- Managing WIP, billing and delivery against deadlines
- Supporting Partners with business development
- Driving improvements to processes and team efficiency
The Individual
- ATT and/or CTA qualified (or equivalent experience)
- Strong private client tax background
- Confident managing client relationships and advisory work
- Experience reviewing work and developing junior staff
- Commercially aware and client focused
Private Client Tax Manager in England employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss your experience with CGT and IHT planning, as well as how you've successfully managed client relationships in the past. Confidence is key!
✨Tip Number 3
Showcase your leadership skills! If you’ve had experience developing junior staff or driving team efficiency, make sure to highlight that during your conversations. Employers love to see candidates who can contribute to the growth of their teams.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly can sometimes give you an edge. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Private Client Tax Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with high-net-worth individuals and any relevant qualifications like ATT or CTA. We want to see how your background aligns with what we're looking for!
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 managing client relationships and advisory work, as these are key in this role.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Whether it’s improving processes or successfully managing a diverse portfolio, we want to know how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially around CGT and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully managed tax compliance or advisory work for high-net-worth individuals.
✨Showcase Your Client Management Skills
Since this role involves managing client relationships, prepare examples that highlight your experience in dealing with clients. Think about times when you’ve turned a challenging situation into a positive outcome or how you’ve built strong relationships with clients and advisers.
✨Demonstrate Leadership Potential
As you'll be leading advisory work and supporting junior staff, come prepared to discuss your leadership style. Share experiences where you've mentored others or improved team efficiency, and how you plan to contribute to the growth of the team.
✨Be Ready for Process Improvement Discussions
The role mentions driving improvements to processes, so think about any past experiences where you've identified inefficiencies and implemented changes. Be ready to suggest ideas on how you could enhance the team's workflow or client service.