At a Glance
- Tasks: Manage a portfolio of private client tax compliance work and review personal tax returns for accuracy.
- Company: Join a fantastic Personal Tax team in a hybrid working model at the Bristol Office.
- Benefits: Enjoy a minimum of 25 days holiday, annual salary reviews, and access to Bupa private medical insurance.
- Other info: The position includes occasional exposure to advisory work based on experience.
- Why this job: This role offers the chance to support and develop junior team members while maintaining high standards.
- Qualifications: Candidates must be ATT and/or CTA qualified with experience in Private Client/Personal Tax.
The predicted salary is between 52000 - 57000 £ per year.
Location: Bristol Office - hybrid working model
Salary: £52,000 - £57,000 + benefits package!
The Role: I am on the hunt for a Private Client Tax Manager to join my clients fantastic Personal Tax team. This manager role is primarily compliance focused, with responsibility for managing a portfolio of private clients and ensuring their tax affairs are handled accurately, efficiently and to a consistently high standard. You'll work as part of a collaborative and supportive team, building strong relationships with clients and colleagues. As a Manager, you'll also play an important part in supporting and developing junior members of the team, helping to maintain a positive working environment and a reputation for quality and care in everything we do.
Responsibilities include:
- Managing a portfolio of private client tax compliance work
- Reviewing personal tax returns to ensure accuracy and technical quality
- Acting as a reliable and approachable point of contact for clients
- Supporting trainees and more junior team members
- Working closely with partners, directors and colleagues within the Personal Tax team
- Helping to ensure deadlines are met and work is delivered efficiently
While the role is compliance led, there may be occasional exposure to advisory work, depending on your experience and interests.
What they need from you:
- Be ATT and/or CTA qualified
- Have experience of working at a similar level within Private Client/Personal Tax
- Enjoy managing compliance work and maintaining high standards
- Be a collaborative team player
- Be comfortable reviewing work and supporting the development of others
- Have a professional, organised and thoughtful approach to client service
What they can give you in return:
- A minimum of 25 days holiday which increases with length of service. Plus, the option to buy and sell holiday
- An annual salary review
- Group pension scheme
- A Level 1 Medicash Plan provided to all employees
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
- One volunteering day per year
- Cinema society discounts
- GymFlex discounts
- Bupa private medical insurance available
- Electric car and cycle to work schemes
Personal Tax Compliance Manager employer: Insite Public Practice Recruitment Limited
Located in Bristol, this firm offers a supportive environment with a focus on quality client service. Employees benefit from a comprehensive perks package including life assurance and gym discounts. The Personal Tax team values collaboration and professional development.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Compliance Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Insite Public Practice Recruitment Limited, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Compliance Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Insite Public Practice Recruitment Limited's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Insite Public Practice Recruitment Limited. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Insite Public Practice Recruitment Limited!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Insite Public Practice Recruitment Limited.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Insite Public Practice Recruitment Limited. It helps to show our commitment!
