Private Client Personal Tax Manager in Exeter

Private Client Personal Tax Manager in Exeter

Exeter Full-Time 45000 - 54000 £ / year (est.) Home office (partial)
Michael Page

At a Glance

  • Tasks: Manage personal tax cases and lead a team in delivering quality compliance services.
  • Company: A leading accountancy practice in Exeter with a focus on growth and client satisfaction.
  • Benefits: Competitive salary, hybrid working, flexible hours, and professional development opportunities.
  • Other info: Exciting career progression in a supportive and collaborative environment.
  • Why this job: Join a dynamic team and make a real impact on diverse clients' tax planning needs.
  • Qualifications: Qualified CTA/ATT, ACA, or ACCA with personal tax experience in accountancy.

The predicted salary is between 45000 - 54000 £ per year.

A leading accountancy practice based in Exeter is searching for a Private Client Personal Tax Manager to join their team as a key addition. You will progress within this fast growing firm overseeing the delivery of a quality compliance service, while also having a significant focus on leading the delivery of wide ranging tax planning and project work.

Based in Exeter, the firm is undergoing ongoing positive growth and acts for private clients, HNWIs, Trusts, Directors and other wider ranging individuals along with a significant number of overseas, non-resident/domicile clients. Whilst a quality compliance service is a key offering, the firm also has a focus on delivering wider advisory and tax planning and business advice. The right professional will carve a key position advising this firm’s wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive salaries and benefits.

Joining as Private Client Personal Tax Manager, based from the Exeter offices, you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across – Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and a significant number of overseas non resident/domicile clients. You will be advising on wide ranging tax planning 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 in private client tax.

A qualified CTA and/or ATT, ACA, ACCA and has developed a personal tax career within accountancy practice, or within a specialist tax firm. Experience has 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 compliance and/or tax planning skill set alongside this with demonstrable experience of dealing with overseas and non resident clients.

Circa £45,000 – £54,000 dependent on experience and background, negotiable with benefits. Please apply online and for a further confidential discussion to find out more about this opportunity please contact Mark Bailey on 01179 271452.

Private Client Personal Tax Manager in Exeter employer: Michael Page

Join a leading accountancy practice in Exeter that prioritises employee growth and offers a dynamic work culture. With flexible hours, hybrid working options, and a competitive salary package, this firm is dedicated to providing a supportive environment where you can thrive while managing a diverse portfolio of high-net-worth clients and engaging in impactful tax planning projects.

Michael Page

Contact Details:

Michael Page Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Personal Tax Manager in Exeter

Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

Ace the Interview

Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method to structure your answers – it helps you showcase your skills and experiences effectively. Remember, confidence is key!

Show Off Your Skills

When you get the chance, demonstrate your expertise in personal tax and compliance during conversations or interviews. Bring up specific examples of how you've tackled challenges in the past. We want to see your passion and knowledge shine through!

Apply Through Our Website

Don’t forget to apply directly through our website for the best chance at landing that Private Client Personal Tax Manager role! We’re always on the lookout for talented individuals like you, so make sure your application stands out.

We think you need these skills to ace Private Client Personal Tax Manager in Exeter

Personal Tax Compliance
Tax Planning
Client Advisory
Portfolio Management
Team Leadership
Communication Skills
Experience with HNWIs

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Private Client Personal Tax Manager role. Highlight your experience with personal tax, compliance, and any advisory work you've done. We want to see how your background fits with our needs!

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 skills can benefit our team. We love seeing genuine enthusiasm for the position.

Showcase Relevant Experience:When detailing your experience, focus on your work with HNWIs, overseas clients, and tax planning projects. We’re looking for someone who can hit the ground running, so make sure we see that in your application!

Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!

How to prepare for a job interview at Michael Page

Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and compliance requirements, especially those relevant to private clients and non-resident individuals. Being able to discuss recent changes or trends in personal tax will show your expertise and enthusiasm for the role.

Showcase Your Advisory Skills

Prepare examples of how you've successfully advised clients in the past, particularly in tax planning and project work. Highlighting specific cases where you've added value will demonstrate your capability to handle the diverse portfolio this firm offers.

Understand the Firm's Client Base

Research the types of clients the firm works with, such as HNWIs and overseas clients. Tailor your responses to reflect an understanding of their unique needs and how you can contribute to delivering a quality compliance service and advisory support.

Be Ready for Team Management Questions

Since you'll be overseeing a team, think about your management style and how you've supported team development in previous roles. Prepare to discuss how you would approach mentoring junior staff and ensuring high-quality work across the team.