At a Glance
- Tasks: Manage personal tax compliance for high-net-worth clients and support junior team members.
- Company: Reputable professional services group in financial planning and wealth management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to grow your career in a collaborative and innovative setting.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: CTA and ATT qualified with 5+ years in personal tax compliance.
The predicted salary is between 49500 - 60500 £ per year.
Job Description
Join our sizeable, acquisitive professional services group client with a strong reputation in financial planning and wealth management, offering multidisciplinary advice across wealth, tax and legal services.
- Personal Tax Manager
- Exeter
About the role
As a Tax Manager, you will be responsible for delivering high-quality personal tax compliance services to a portfolio of HNWI clients.
This is a predominantly compliance-focused role, involving the review and management of personal tax returns, ensuring statutory deadlines are met, liaising with HMRC, and supporting junior team members through technical guidance and review.
While there may be occasional involvement in advisory projects, the primary focus is overseeing complex compliance work and maintaining excellent client service standards.
Key responsibilities include
- Ensure personal tax compliance obligations are met in line with statutory deadlines, managing priorities effectively across your portfolio.
- Deliver high-quality personal tax compliance services for a portfolio of clients, including reviewing work and maintaining accuracy.
- Build and maintain strong client relationships.
- Liaise with HMRC on behalf of clients, ensuring their tax affairs remain up to date and dealing with enquiries where appropriate.
- Keep abreast of legislative and technical developments, sharing relevant updates with clients and colleagues.
- Identify opportunities to provide additional services, including legal and financial advisory support, and assist with problem-solving where required.
- Support senior management with ad hoc advisory projects and client queries.
- Assist in overseeing the workload of junior team members, providing regular feedback and highlighting development needs.
- Support the technical and professional development of junior colleagues through coaching and guidance.
- Review work to a high standard, identifying technical issues and potential risks or opportunities that may not be immediately apparent.
- Seek opportunities to generate additional advisory work from existing clients.
- Contribute positively to the team, acting as a supportive and motivational presence.
- Use technical resources and reference materials to support decisions and enhance team knowledge.
- Monitor time and profitability across your client portfolio, ensuring timely invoicing and strong recovery rates against chargeable time.
- What success looks like
- Tax returns are completed to a high quality and efficiently with deadlines being met.
- Supporting the development of junior team members from a quality and technical perspective.
- Successful liaison with other service lines within the business, particularly the Wealth team.
- Our ideal person
- CTA qualified (or part-qualified) and ATT qualified, with at least 5 years' experience in personal tax.
- Strong technical knowledge of personal tax compliance, including preparing and reviewing tax returns.
- Experience managing a portfolio of clients and building long-term trusted relationships.
- Up-to-date understanding of tax legislation, Budget changes and compliance requirements.
- Highly organised, with the ability to manage multiple priorities and meet deadlines.
- Strong communication skills, with the ability to explain technical matters clearly and support junior team members.
- Proficient in Microsoft Office; experience with CCH and AI-enabled tax systems would be advantageous.
Whilst we welcome applications from all backgrounds, sadly we are unable to accept those who require sponsorship as part of their application.
Inhouse Personal Tax Manager in Exeter employer: LHH Recruitment Solutions
LHH is an exceptional employer located in Exeter, offering a supportive and friendly team environment that prioritises employee growth and development. With competitive salaries, hybrid working options, and a culture that values collaboration and mentorship, this firm is ideal for those looking to advance their accounting careers while making a meaningful impact on their clients' businesses.
StudySmarter Expert Advice🤫
We think this is how you could land Inhouse Personal Tax Manager in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like LHH Recruitment Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Inhouse Personal Tax Manager in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to LHH Recruitment Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on LHH Recruitment Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at LHH Recruitment Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with LHH Recruitment Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at LHH Recruitment Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former LHH Recruitment Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
