At a Glance
- Tasks: Deliver personal tax planning advice and manage client relationships.
- Company: Leading accountancy practice in Yeovil with a strong reputation.
- Benefits: Competitive salary, flexible hours, hybrid working, and career development.
- Other info: Exciting opportunity for career progression in a supportive environment.
- Why this job: Join a growing firm and make a real impact on clients' financial futures.
- Qualifications: Qualified in CTA, ATT, STEP, ACA, ACCA with personal tax experience.
The predicted salary is between 47250 - 57750 £ per year.
A leading and successful accountancy practice based in Yeovil is searching for a Personal Tax Advisory Manager to join their team as a key addition focused on delivering wide ranging personal tax planning advice to a varied private client base. You will progress, building client relationships and developing your personal tax career as a key addition.
Client Details: Based in Yeovil, the firm has an excellent reputation acting for private clients, HNWIs, Trusts, Directors and other wider ranging individuals. The firm acts for wide ranging private clients across directors of wide ranging corporate clients, property sector clients, rural, farming and landed estates, trusts and other individuals. The right professional will carve a key position managing relationships in a client service focused role to this firm's wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits and remuneration.
Description: Joining as Personal Tax Advisory Manager, based from the firm's Yeovil offices you will work with directors on their clients and manage a wide ranging portfolio of private clients focused on delivering tax planning project work across capital tax planning, inheritance tax and other personal tax advisory project work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career and progress within a growing, chartered firm of accountants.
Profile: You will be any of: CTA, ATT, STEP, ACA, ACCA etc qualified and you will have developed a personal tax focused career within accountancy practice, or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm and your background will most likely have focused down the personal tax route with a demonstrable tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional looking for a challenging new career move with career progression and development on offer.
Job Offer: Circa £45,000 - £58,000 + dependent on experience and background, negotiable with benefits.
Senior Personal Tax Advisory Manager (Hybrid, Flexible Hours) in Yeovil employer: Michael Page Finance
Join a leading accountancy practice in Exeter, where you will be part of a dynamic and supportive work culture that prioritises employee growth and development. With a diverse client portfolio and a strong team of tax professionals, this firm offers meaningful career progression opportunities and the flexibility of part or full-time hours, making it an excellent employer for those seeking a rewarding role in personal tax management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Personal Tax Advisory Manager (Hybrid, Flexible Hours) in Yeovil
✨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.
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We think you need these skills to ace Senior Personal Tax Advisory Manager (Hybrid, Flexible Hours) in Yeovil
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 Michael Page Finance.
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 Michael Page Finance'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 Michael Page Finance
✨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 Michael Page Finance.
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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 Michael Page Finance 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 Michael Page Finance 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.
