At a Glance
- Tasks: Shape client relationships and deliver specialist tax advice to high-net-worth individuals.
- Company: Reputable accountancy practice with a focus on private client tax services.
- Benefits: Competitive salary, benefits package, and clear progression opportunities.
- Other info: Dynamic environment with a focus on client relationships and professional growth.
- Why this job: Join a supportive team and work with prestigious clients while advancing your career.
- Qualifications: CTA qualified with 5+ years' experience in personal tax planning.
The predicted salary is between 75000 - 85000 £ per year.
Job Opportunity: Personal Tax Manager
Location: KT area
Sector: Private Client Tax
Salary: £75,000-£85,000pa
TPF Recruitment are delighted to be working with a long-standing, highly regarded accountancy practice based in the KT area. Due to continued growth, they are looking to bring a Personal Tax Manager into their successful private client team.
This is a fantastic opportunity for an experienced private client tax professional who thrives on delivering both compliance and advisory services to a prestigious client base of high-net-worth individuals, including UK and non-UK domiciled clients.
The Role
As Senior Manager, you will play a key role in shaping client relationships and delivering specialist advice. Your day-to-day will include:
- Reviewing personal tax returns prepared by consultants and providing technical guidance
- Advising on estate planning, inheritance tax planning, wealth structuring and domicile matters
- Spotting opportunities for restructuring clients' tax affairs and discussing these with the Partner and client
- Acting as a trusted point of contact for clients, alongside the Partner
- Handling HMRC tax investigations when required
Requirements
What We're Looking For
The practice is seeking a motivated and knowledgeable individual who is both technically strong and a confident communicator. You should be able to deliver accurate advice to a demanding client base and manage workflows in a busy environment.
To be considered, you will ideally have:
- CTA qualification with at least 5 years' post-qualification experience
- A proven track record of working with complex UK and non-domiciled HNW clients
- Strong technical knowledge across personal tax planning and advisory work
- Excellent written and verbal communication skills
- Ability to remain calm under pressure and deliver to deadlines
- Strong IT skills and a willingness to embrace new technologies
Benefits
In return, you'll be joining a supportive, established practice where client relationships are at the heart of everything they do. You'll enjoy:
- A competitive salary and benefits package
- The chance to work with an exceptional high-net-worth client base
- A clear path for progression and development within a highly respected private client tax team
Please contact Kourtney Luckett for a confidential conversation.
Personal Tax Senior Manager - CTA Qualified in Epsom 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 Personal Tax Senior Manager - CTA Qualified in Epsom
✨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 Personal Tax Senior Manager - CTA Qualified in Epsom
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!
