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- Tasks: Manage high-net-worth client portfolios and lead complex tax advisory projects.
- Company: Join K3TA's innovative Family & Wealth team with a supportive culture.
- Benefits: Flexible remote work, career progression, and a built-in client base.
- Why this job: Gain exposure to complex advisory work and develop specialist expertise.
- Qualifications: CTA qualified with strong UK personal tax knowledge and client management skills.
- Other info: Work independently while collaborating with a dynamic team via video calls.
The predicted salary is between 43200 - 72000 £ per year.
K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients. You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff. This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged. This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.
Key Responsibilities:
- Advisory Project Work
- Preparing advisory reports and leading client calls
- Advising on all points of UK tax in relation to internationally mobile HNWI’s, often on short time scales ahead of business exits.
- Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
- Co-ordinating international tax matters with our international contacts and UK tax residence planning projects
- Assisting with structuring, family wealth planning and business exit planning
- You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:
- UK personal tax planning
- Statutory Residence Test and non-residence planning
- Overseas income and remittance matters
- Trusts and beneficiary taxation
- Inheritance Tax planning and Business Property Relief
- Cross-border issues and interaction with overseas advisers
- The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:
- Daily oversight of team workflow and project progression
- Reviewing work prepared by junior team members to a high technical standard
- Being a touch point for technical queries
- Monitoring WIP, recoveries and billing on your projects
- Ensuring appropriate pricing and commerciality of work
- Attending/leading new client meetings across all areas of Private Client tax
- Preparing clear scopes of work and fee quotes
Required Experience & Technical Skills:
- CTA qualified (or equivalent experience)
- Significant experience in a UK Private Client tax role
- Strong technical knowledge of:
- Statutory Residence Test
- Non-residence and temporary non-residence
- Trust taxation and beneficiary matching
- Inheritance Tax and BPR
- International and cross-border personal tax matters
Systems & Tools:
- Experience with the following is desirable:
- Microsoft Office and practice management systems
- Digita Personal Tax (or similar tax software)
- Tax research platforms (Tolley’s, Practical Law, Croner-i, Kessler)
Personal Attributes:
- Strong communicator with excellent client skills
- Organised with the ability to manage multiple projects simultaneously
- Comfortable supervising and mentoring junior staff
- Proactive and able to take ownership of client relationships
What We Offer:
- A supportive and technical environment with genuine scope to develop specialist expertise.
- Exposure to a broad range of interesting and complex client matters.
- Opportunities for progression within a growing team.
- A built in client base, with opportunities to develop your own portfolio and referral network.
- Flexible working, and a fully remote role. We do our best work in our preferred environment. We have a camera on approach to both internal and client meetings.
Personal Tax Manager in Bolton employer: K3 Capital Group Ltd
Contact Detail:
K3 Capital Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Bolton
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss UK personal tax, international matters, and trusts. We want you to shine when it comes to explaining complex topics to potential employers!
✨Tip Number 3
Showcase your advisory skills! During interviews, share examples of how you've successfully managed client projects or mentored junior staff. This will demonstrate your ability to lead and make decisions, which is key for a Personal Tax Manager.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our company. Let’s get you that dream job!
We think you need these skills to ace Personal Tax Manager in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with high-net-worth clients and any relevant technical skills, especially in UK personal tax and international matters. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your expertise can benefit our Family & Wealth team. Don’t forget to mention your experience in advisory work and mentoring junior staff.
Showcase Your Technical Skills: In your application, be sure to showcase your strong technical knowledge in areas like the Statutory Residence Test and trust taxation. We’re looking for someone who can confidently defend their conclusions, so don’t hold back on sharing your insights!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at K3 Capital Group Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around UK personal tax, international matters, and trusts. Be ready to discuss specific scenarios or case studies that demonstrate your expertise, as this role requires a strong technical background.
✨Showcase Your Client Skills
Since this is a client-facing role, practice how you communicate complex tax concepts in a clear and relatable way. Think of examples where you've successfully managed high-net-worth clients and how you built those relationships.
✨Prepare for Technical Challenges
Expect to defend your technical conclusions during the interview. Prepare to discuss how you approach research on complex issues and be ready to explain your thought process clearly. This will show your ability to handle the technical review aspect of the role.
✨Demonstrate Project Management Prowess
Be prepared to talk about your experience managing multiple projects simultaneously. Highlight any tools or systems you've used to keep track of workflow and project progression, as well as how you ensure quality control when reviewing junior staff's work.