At a Glance
- Tasks: Manage tax compliance and advisory projects for high-net-worth clients.
- Company: Growing independent firm with a focus on personal client relationships.
- Benefits: Competitive salary, professional development, and opportunities for networking.
- Other info: Dynamic role with excellent career growth and networking opportunities.
- Why this job: Make a real impact in the world of personal finance and tax management.
- Qualifications: ATT/CTA qualified or nearing completion; experience with complex tax matters.
The predicted salary is between 49500 - 60500 £ per year.
What you can expect from the role
As a senior member of the Private Client Department within a growing independent firm, you will play a pivotal part in managing annual compliance work and advisory projects for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships.
You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK.
You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work.
In addition, you will regularly liaise with clients, oversee tax return preparation, and correspond with HMRC.
You will contribute to business development, internal meetings, and manage billing, time budgets, and staff training.
The important work you will be doing include, but not limited to
- Manage income tax (including National Insurance) and capital gains tax, and review PAYE coding notices when needed.
- Review and approve Self-Assessment tax returns prepared by staff and file them electronically.
- Communicate with clients on routine and ad-hoc tasks, including inheritance tax, income tax, and capital gains tax, via email, phone, or meetings.
- Assist partners with advisory work, including preparing reports on IHT planning, residence, UK trusts, and business structure.
- Prepare for and attend client meetings (existing and potential), set budgets, and ensure timely, budget-compliant work completion.
- Correspond with HMRC regarding s9A enquiries and digital disclosure facility cases.
- Oversee the collection of information needed for tax returns, liaising with clients and third parties.
- Handle routine client correspondence and ensure all tasks meet HMRC deadlines.
- Bill clients quarterly, monitor reserves, and update partners on billing issues.
- Track personal time budgets and chargeability.
- Attend and contribute to internal departmental meetings.
- Network at events for business development.
The skills and experience you will bring
Ideally, you will be ATT and/or CTA qualified, or nearing. STEP would be advantageous, but not required. Salary will be commensurate further with holding STEP.
Experience within a similar role and dealing with complex tax matters.
Private Client Tax Manager in Birkenhead employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Birkenhead
✨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 Jobiqo, 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 Private Client Tax Manager in Birkenhead
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 Jobiqo'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 Jobiqo. 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 Jobiqo!
How to prepare for a job interview at Jobiqo
✨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 Jobiqo.
✨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 Jobiqo. It helps to show our commitment!
