At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: A highly regarded accountancy practice with a focus on client relationships.
- Benefits: Flexible working, competitive salary, and ongoing professional development.
- Other info: Collaborative culture with opportunities for career progression.
- Why this job: Join a growing team and make a real impact in the world of private client tax.
- Qualifications: CTA or ACA/ACCA qualified with strong private client tax experience.
The predicted salary is between 51750 - 63250 £ per year.
Are you an experienced Private Client Tax professional looking to join a firm where you can make a genuine impact, build strong client relationships and play a key role in the growth of a successful tax team?
A highly regarded and growing accountancy practice is seeking a Private Client Tax Manager or Senior Manager to join their established tax team.
This is an excellent opportunity for an ambitious tax professional who enjoys combining technical expertise with trusted client advisory work.
You will manage a diverse portfolio of high-net-worth individuals, business owners, entrepreneurs, trusts and estates, providing both compliance and advisory services while helping to develop and support more junior members of the team.
The Role
As a Private Client Tax Manager, you'll take responsibility for delivering a first-class service to a varied client portfolio, ensuring compliance obligations are met while identifying valuable tax planning opportunities.
Working closely with Partners and senior stakeholders, you'll become a trusted adviser to clients, helping them navigate increasingly complex tax matters whilst contributing to the continued success and growth of the private client team.
Key responsibilities will include
- Managing a portfolio of private clients with complex tax affairs.
- Reviewing personal tax returns and ensuring compliance deadlines are met.
- Providing advice on a range of personal tax matters, including Capital Gains Tax, Inheritance Tax and Trusts.
- Building and maintaining long-term client relationships.
- Identifying tax planning opportunities and wider advisory services.
- Supporting business development activities, including proposals, fee quotations and client presentations.
- Reviewing work completed by junior team members and providing coaching and technical guidance.
- Managing workflow across your portfolio to ensure high levels of client service and efficiency.
- Working collaboratively with colleagues across other service lines to deliver joined-up advice.
About You
You'll be a confident and commercially minded tax professional who enjoys working closely with clients and developing trusted relationships. You will ideally have:
- CTA qualified, or ACA/ACCA qualified with strong private client tax experience.
- Significant experience within a UK accountancy practice environment.
- Strong technical knowledge across private client tax.
- Experience reviewing complex personal tax returns.
- Excellent communication and relationship-building skills.
- The ability to manage multiple deadlines and client demands.
- Experience mentoring and developing junior team members.
- A proactive approach to identifying opportunities and delivering added value to clients.
What's on Offer?
- A genuinely varied and interesting client portfolio.
- Exposure to complex advisory projects and planning work.
- Opportunities to progress your career within a growing and ambitious firm.
- A supportive and collaborative culture.
- Flexible working arrangements.
- Ongoing professional development and technical training.
- Competitive salary and benefits package.
If you're looking for a role that offers a combination of technical challenge, client interaction and genuine career progression, please apply online or contact Cara Whyte at Hays to discuss in complete confidence.
Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays. co. uk
Private Client Tax Manager in Cambridge 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 Cambridge
✨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 Cambridge
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!
