At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver expert tax advisory services.
- Company: Join a respected accountancy practice with a supportive and collaborative culture.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing professional development.
- Other info: Clear career progression opportunities and exposure to complex advisory work.
- Why this job: Make a real impact in private client tax while advancing your career.
- Qualifications: Experience in UK Private Client Tax and strong client relationship skills required.
The predicted salary is between 54000 - 66000 £ per year.
We are recruiting a Private Client Tax Manager on behalf of a highly respected and growing accountancy practice in Crawley. This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a varied portfolio of high-net-worth individuals, families, trusts, and business owners while developing your advisory expertise.
This role is ideal for an established Private Client Tax Manager or an experienced Assistant Manager looking to progress their career within a supportive and technically strong tax team.
The Role
As a Private Client Tax Manager, you'll work closely with Tax Partners and Directors to deliver a blend of advisory and compliance services to a high-quality private client portfolio. Key responsibilities include:
- Managing a portfolio of high-net-worth individuals, families, and trusts
- Delivering private client tax advisory projects
- Preparing and reviewing personal tax returns and complex tax computations
- Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts, and estate planning
- Attending client meetings and building long-term relationships
- Preparing technical reports and tax advice
- Supporting business sales, succession planning, and family wealth structuring
- Advising on trust taxation and 10-year charge calculations
- Identifying and resolving complex technical tax issues
- Working closely with Tax Partners and specialist teams on advisory assignments
This role offers an excellent balance of compliance and advisory work, making it ideal for someone looking to further develop their private client tax planning experience.
About You
You'll have experience working within Private Client Tax in a UK accountancy practice and be confident managing your own client portfolio. You'll also have:
- Strong experience in UK Private Client Tax
- Knowledge of Capital Gains Tax, Inheritance Tax, Trusts, and Estate Planning
- Experience managing both tax compliance and advisory work
- Excellent client relationship and communication skills
- CTA qualification is preferred, although ATT, ACA, or ACCA qualified candidates with relevant experience will also be considered
- A proactive and commercially minded approach
- Strong organisational skills and attention to detail
Candidates with a predominantly compliance background who are looking to develop their advisory experience are encouraged to apply.
What's on Offer
- Hybrid and flexible working
- Competitive salary and benefits package
- Exposure to complex private client advisory work
- High-quality portfolio of high-net-worth individuals and trusts
- Ongoing technical training and professional development
- Support from experienced Tax Partners and Directors
- Clear career progression opportunities
- Supportive and collaborative team environment
Location
Based in Crawley, West Sussex, with excellent commuting links from Horsham, East Grinstead, Redhill, Reigate, Haywards Heath, Burgess Hill, Gatwick, Horley, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood:
Private Client Tax Manager - Crawley 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 - Crawley
✨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 - Crawley
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!
