At a Glance
- Tasks: Manage a portfolio of private clients and provide expert tax advice.
- Company: Fast-growing accountancy practice in Central London with a collaborative culture.
- Benefits: Competitive salary, bonuses, hybrid working, and fast career progression.
- Other info: Opportunity to mentor juniors and work closely with senior leadership.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients.
- Qualifications: CTA, ACA, or ACCA qualified with strong UK Private Client Tax experience.
The predicted salary is between 51750 - 63250 £ per year.
We are recruiting a Personal Tax Manager on behalf of a fast-growing and highly regarded accountancy practice in Central London. This is an excellent opportunity for an experienced Personal Tax Manager or Private Client Tax Assistant Manager to join a growing tax team, managing a portfolio of private clients and high-net-worth individuals while developing your advisory experience.
The Role
- Managing a portfolio of private clients and high-net-worth individuals
- Acting as the main point of contact for clients
- Advising on UK personal tax matters, including IHT, residency, domicile, and year-end tax planning
- Reviewing personal tax returns prepared by junior team members
- Working closely with Partners on complex tax advisory projects
- Managing WIP, billing, workflow, and portfolio deadlines
- Building long-term client and professional adviser relationships
- Identifying opportunities to expand client services and generate new work
- Supporting business development and networking activities
- Mentoring and developing junior members of the tax team
About You
- CTA, ACA, or ACCA qualification
- Strong experience within UK Private Client Tax
- Good technical knowledge across personal tax compliance and advisory
- Experience managing a portfolio of private clients or HNW individuals
- Strong client relationship and communication skills
- Experience reviewing work and developing junior team members
- Excellent organisational and time management skills
- A proactive, commercial, and client-focused approach
- Working knowledge of IRIS Personal Tax would be advantageous.
What's on Offer
- Competitive salary
- Bonus, commission, and pension
- Hybrid and flexible working
- High-quality private client and HNW portfolio
- Exposure to complex advisory work
- Direct access to Partners and senior leadership
- Fast career progression within a growing firm
- Genuine opportunity to influence the development of the tax team
- Collaborative and informal working culture
Location
Central London, Commutable from Marylebone, Westminster, Mayfair, Paddington, Camden, Islington, Kensington, Chelsea, Hampstead, and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood.
Personal Tax Manager – London 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 Manager – London
✨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 Manager – London
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!
