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- Tasks: Lead tax compliance and planning for high-net-worth individuals and trusts.
- Company: Join a successful accountancy firm in Taunton with a stellar personal tax team.
- Benefits: Enjoy hybrid working, flexible hours, parking, and competitive salary packages.
- Why this job: Great career progression in a supportive environment focused on personal development.
- Qualifications: ATT/CTA or ACA/STEP qualified with personal tax experience, especially with HNWIs.
- Other info: Competitive salary between £58,000 - £70,000, negotiable based on experience.
The predicted salary is between 50000 - 70000 £ per year.
Personal Tax Senior Manager to join an accountancy firm based in Taunton. Career progression within a fast-growing and successful firm of accountants.
About Our Client
Based in Taunton, this accountancy practice acts for a wide range of clients with a highly regarded and successful personal tax team. Excellent career progression prospects are offered within this well-established firm of chartered accountants. The firm provides hybrid working, flexible hours, parking, and competitive benefits.
Job Description
As a Personal Tax Senior Manager within this Taunton-based firm, you will join a highly regarded private client team, taking compliance responsibility for a portfolio of HNWIs and trusts, along with associated tax planning and project work. You will develop working relationships with clients and colleagues across the firm, managing a wide range of tax planning projects relevant to HNWIs, including:
- non-doms tax planning advice
- capital gains tax planning
- Trust tax compliance
- IHT and estate planning
- SDLT compliance
This role offers excellent prospects for career progression for a career-focused tax professional.
The Successful Applicant
For this Personal Tax Senior Manager role, you will be ATT and/or CTA qualified, or ACA/STEP qualified, with a strong background in personal tax, ideally with advisory and planning experience complementing your compliance background, gained within an accountancy practice or specialist tax firm. You should have experience dealing with HNWIs, both UK-based and ideally non-domiciled, and be seeking a career move to progress your tax advisory career within a leading chartered accountancy firm.
What's on Offer
£58,000 - £70,000 plus benefits, dependent on level, experience, and background, negotiable.
Please apply online, and for a confidential discussion, contact Mark Bailey at 01179 271452.
Personal Tax Senior Manager employer: Michael Page (UK)
Contact Detail:
Michael Page (UK) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who work with HNWIs. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the firm’s culture and expectations.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting HNWIs and trusts. Being well-versed in current issues will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss specific examples of your past experiences with tax planning and compliance during interviews. Highlighting your successes and challenges faced while working with HNWIs will showcase your expertise and problem-solving skills.
✨Tip Number 4
Research the firm’s values and recent projects they’ve undertaken. Tailoring your conversation to align with their goals and demonstrating how your background fits into their vision can set you apart from other candidates.
We think you need these skills to ace Personal Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, such as ATT, CTA, ACA, or STEP, and emphasises your experience in personal tax, particularly with HNWIs. Showcase any relevant advisory and planning experience to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Personal Tax Senior Manager. Mention your experience with tax planning projects, compliance responsibilities, and your ability to build relationships with clients and colleagues. Make it personal and engaging.
Highlight Relevant Experience: In your application, focus on your experience dealing with HNWIs and non-domiciled clients. Provide examples of tax planning advice you have given, and any successful projects you have managed that relate to the responsibilities outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the field of accountancy.
How to prepare for a job interview at Michael Page (UK)
✨Know Your Tax Regulations
Brush up on the latest personal tax regulations and compliance requirements, especially those relevant to HNWIs. Being well-versed in current laws will demonstrate your expertise and commitment to the role.
✨Showcase Your Advisory Experience
Prepare to discuss specific examples of your advisory and planning experience. Highlight successful projects you've managed, particularly those involving non-doms or complex tax planning scenarios, to showcase your capability.
✨Build Rapport with Interviewers
Since this role involves developing relationships with clients and colleagues, practice building rapport during the interview. Be personable and engage with your interviewers to show that you can connect well with others.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal tax and their client base. This shows your genuine interest in the firm and helps you assess if it's the right fit for your career aspirations.