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- Tasks: Manage tax compliance and planning for high-net-worth clients in a collaborative environment.
- Company: Join a prestigious boutique accounting practice in Suffolk, known for its client-focused approach.
- Benefits: Enjoy competitive pay based on skills, with opportunities for professional development and networking.
- Why this job: Work closely with clients, lead a team, and make a real impact in tax planning.
- Qualifications: Must have ACA, ACCA, CTA or equivalent with 5-7 years of private client tax experience.
- Other info: This is a full-time mid-senior level position with opportunities for growth.
The predicted salary is between 43200 - 72000 £ per year.
We are seeking an experienced Private Client Tax Manager to join our prestigious boutique accounting practice in Suffolk. This senior role offers the opportunity to work with high-net-worth individuals, entrepreneurs, and family businesses, providing comprehensive tax planning and compliance services in a collaborative and client-focused environment.
Key Responsibilities:
- Tax Compliance & Planning: Prepare and review complex personal tax returns, manage tax compliance for trusts, estates, and family investment companies, develop tax-efficient strategies, advise on capital gains tax planning, and provide inheritance tax planning advice.
- Client Management: Build and maintain relationships with clients and advisors, lead meetings, manage diverse portfolios, coordinate with departments, and handle client queries.
- Team Leadership & Development: Supervise and mentor staff, review work, delegate tasks, support training, and contribute to recruitment.
- Technical Excellence: Stay updated on tax legislation, research complex issues, attend CPD courses, and contribute to knowledge bases.
- Business Development: Identify service opportunities, support business growth activities, participate in networking, and maintain referral relationships.
Essential Requirements:
- Qualifications: ACA, ACCA, CTA, or equivalent
- Experience: 5-7 years in private client tax
- Knowledge: UK personal taxation, trusts, estates
- Skills: Tax compliance software, Excel proficiency
- Leadership: Supervisory or mentoring experience
Desired Skills and Experience: Private Tax, Personal Tax, IHT, GCT, Trust Tax, Estate Planning
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Accounting/Auditing
Industries: Accounting
Private Tax Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Tax Manager
✨Tip Number 1
Network with professionals in the accounting and tax sectors, especially those who work with high-net-worth clients. Attend industry events or join relevant online forums to connect with potential colleagues and clients.
✨Tip Number 2
Stay updated on the latest tax legislation and trends in personal taxation. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider reaching out to current or former employees of the boutique accounting practice for informational interviews. They can provide insider knowledge about the company culture and expectations, which can be beneficial during your application process.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and led teams in your previous roles. Highlighting these experiences will showcase your suitability for the Private Tax Manager position.
We think you need these skills to ace Private Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax management. Emphasise your qualifications such as ACA, ACCA, or CTA, and detail your experience with high-net-worth individuals and complex tax compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax planning and compliance. Mention specific examples of how you've successfully managed diverse portfolios and built client relationships in previous roles.
Highlight Technical Skills: In your application, clearly outline your proficiency with tax compliance software and Excel. Provide examples of how you've used these tools to enhance efficiency and accuracy in tax preparation.
Showcase Leadership Experience: If you have supervisory or mentoring experience, make sure to include this in your application. Discuss how you've supported team development and contributed to a collaborative work environment.
How to prepare for a job interview at Insite Group
✨Showcase Your Technical Knowledge
As a Private Tax Manager, it's crucial to demonstrate your understanding of UK personal taxation, trusts, and estates. Be prepared to discuss recent changes in tax legislation and how they might impact high-net-worth clients.
✨Highlight Client Management Skills
This role involves building relationships with clients and advisors. Share examples from your past experiences where you successfully managed client portfolios or resolved complex queries, showcasing your interpersonal skills.
✨Emphasise Leadership Experience
Since the position requires supervising and mentoring staff, be ready to discuss your leadership style. Provide specific instances where you've led a team, delegated tasks effectively, or contributed to staff training and development.
✨Demonstrate Business Development Acumen
The role also focuses on identifying service opportunities and supporting business growth. Prepare to talk about your experience in networking, maintaining referral relationships, and any successful initiatives you've led to grow a client base.
