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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide proactive tax planning advice.
- Company: Well-established chartered accountancy practice in Poole with a supportive culture.
- Benefits: Competitive salary, career progression, ongoing professional development, and flexible working arrangements.
- Why this job: Join a dynamic team and work on complex cases while building strong client relationships.
- Qualifications: ATT or CTA qualified with experience in private client tax and excellent communication skills.
- Other info: Great reputation locally with a focus on work-life balance and team collaboration.
The predicted salary is between 36000 - 60000 £ per year.
Overview
My client, a well-established and highly regarded chartered accountancy practice based in Poole, is looking to expand their private client tax team due to continued growth and client demand. This is an excellent opportunity for an ambitious tax professional to join a supportive environment where you\’ll work with interesting, high-net-worth clients while developing your career.
The Role: You\’ll be joining a busy and dynamic team, taking ownership of a varied portfolio of private clients. This isn\’t just a compliance role – you\’ll be providing valuable tax planning advice and building strong client relationships. The successful candidate will have the opportunity to work on complex and interesting matters while being supported in their professional development.
Base pay range
$60,000.00/yr – $65,000.00/yr
Direct message the job poster from Insite Group
What You\’ll Be Doing
- Managing your own portfolio of high-net-worth individuals, families, and trusts
- Preparing and reviewing personal tax returns and trust returns
- Providing proactive tax planning advice on inheritance tax, capital gains, and income tax matters
- Handling complex cases, including non-domiciled clients and international structures
- Building and maintaining strong client relationships as their trusted advisor
- Supervising junior staff and contributing to their development
- Keeping up-to-date with tax legislation and advising clients on changes
- Supporting the team with HMRC enquiries and investigations
What They\’re Looking For
- ATT or CTA qualified – preferably
- Previous experience in private client tax within an accounting practice or similar professional environment
- Strong technical knowledge across personal taxation
- Excellent client-facing skills with the ability to communicate complex tax matters clearly
- Someone who can work independently but also collaborate effectively within a team
- A keen eye for detail and commitment to delivering high-quality work
Why This Opportunity Stands Out
My client really invests in their people; they offer genuine career progression opportunities, ongoing professional development, and a collaborative working environment. The Poole office has a great reputation locally, and you\’ll be working alongside experienced professionals who are committed to delivering exceptional client service.
They\’re also flexible with working arrangements and understand the importance of work-life balance, particularly for experienced professionals looking to take the next step in their career.
Next Steps
This is a fantastic opportunity that won\’t stay available for long. If you\’re an ATT or CTA qualified tax professional with private client experience and you\’re ready for your next career move, I\’d love to hear from you.
Please get in touch for a confidential discussion about this role and your career aspirations.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Accounting/Auditing
Industries
- Accounting
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Private Client Tax manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the role. Highlight your skills in managing high-net-worth clients and providing tax planning advice. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the position. And remember, apply through our website for the best chance at landing that dream job!
We think you need these skills to ace Private Client Tax manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your qualifications like ATT or CTA, and any relevant private client tax experience. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you a great fit for the role. Don’t forget to mention your interest in working with high-net-worth clients.
Showcase Your Client Relationship Skills: Since building strong client relationships is key, share examples of how you've successfully managed client interactions in the past. We love to see candidates who can communicate complex tax matters clearly and effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on this fantastic opportunity!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal taxation, especially around inheritance tax, capital gains, and income tax. Be ready to discuss complex cases you've handled, particularly with high-net-worth clients or international structures.
✨Showcase Your Client Skills
Since this role involves building strong client relationships, think of examples where you've successfully communicated complex tax matters to clients. Highlight your ability to be a trusted advisor and how you've maintained those relationships over time.
✨Demonstrate Team Spirit
Even though you'll be managing your own portfolio, it's important to show that you can collaborate effectively within a team. Share experiences where you've supervised junior staff or contributed to their development, as this will resonate well with the interviewers.
✨Stay Updated on Legislation
Being up-to-date with tax legislation is crucial. Prepare to discuss recent changes in tax laws and how they might affect clients. This shows your commitment to ongoing professional development and your proactive approach to advising clients.
