At a Glance
- Tasks: Lead a dynamic team managing personal tax and trust clients across the UK and internationally.
- Company: Join a forward-thinking firm that values diversity and teamwork.
- Benefits: Enjoy competitive pay, professional growth, and a supportive work environment.
- Other info: Embrace a hands-on role with significant responsibility and autonomy.
- Why this job: Make a real impact while developing your expertise in tax and accounting.
- Qualifications: Experience in personal tax compliance; ACA/CTA/STEP preferred.
The predicted salary is between 70000 - 90000 £ per year.
The role involves leading the Private Client Tax and Accounting team, managing a mixed portfolio of personal tax and trust clients across the UK and internationally. This hands-on, client-facing position offers significant responsibility and autonomy while supporting partners and supervising a small team.
Key responsibilities:
- Managing the annual tax return compliance cycle using CCH tax software.
- Advising on bespoke situations such as statutory residence test, remittance issues, Overseas Workday Relief, FIG, TRF.
- Overseeing trust managers throughout the annual accounting and tax compliance cycle and providing technical support.
- Providing written advice to trustees on the financial, tax and trust law position of trusts under management.
- Preparing IHT returns for 10-year and exit charges, non-resident CGT, non-resident landlord, HMRC disclosures.
- Registering trusts under the Trust Registration Service.
- Preparing AEOI reporting.
- Handling regular ad-hoc projects, including bespoke accounting for private clients.
Candidate profile:
The ideal candidate will have deep personal tax compliance experience, ideally combined with trust compliance experience (ACA/CTA/STEP). They should be able to handle a wide range of personal tax and trust technical work and work with international and mobile clients. Key attributes include strong attention to detail, technical ability, ownership, a hands-on approach, a strong work ethic and the ability to thrive in a supportive team environment.
EEO statement: We welcome applications from people of all backgrounds, irrespective of age, gender, race, ethnicity, religion, disability, sexual orientation or any other characteristic.
Head of Private Client Tax and Accounting employer: Macfarlanes
As a leading firm in the Private Client Tax and Accounting sector, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to excel. Located in a vibrant area, we offer competitive benefits, continuous professional development opportunities, and the chance to work with a diverse portfolio of clients both locally and internationally, making this an ideal environment for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Head of Private Client Tax and Accounting
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accounting field. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past work, especially any complex tax situations you've handled. This will help you stand out during interviews and demonstrate your hands-on experience.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience with personal tax compliance and trust management clearly and confidently.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Head of Private Client Tax and Accounting
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Head of Private Client Tax and Accounting role. Highlight your personal tax compliance experience and any relevant qualifications like ACA, CTA, or STEP.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this position. Share specific examples of how you've managed tax compliance cycles or provided technical support in previous roles.
Showcase Your Technical Skills:Since this role involves using CCH tax software and handling complex tax situations, make sure to mention your proficiency with these tools and your experience with statutory residence tests and trust law.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Macfarlanes
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and trust compliance topics. Be ready to discuss specific scenarios like the statutory residence test or Overseas Workday Relief, as these are likely to come up in conversation.
✨Showcase Your Leadership Skills
Since this role involves managing a small team, be prepared to share examples of how you've successfully led teams in the past. Highlight your hands-on approach and how you support your colleagues while ensuring high-quality work.
✨Demonstrate Attention to Detail
In tax and accounting, details matter! Bring examples of how your attention to detail has positively impacted your previous work. This could be through error-free tax returns or thorough compliance checks.
✨Prepare for Technical Questions
Expect technical questions related to tax software like CCH and the annual tax return compliance cycle. Familiarise yourself with the tools and processes mentioned in the job description so you can speak confidently about them.
