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- Tasks: Manage private client tax cases and provide tailored advisory services.
- Company: Established regional accountancy firm with a strong presence in Southampton.
- Benefits: Competitive salary, professional development, and comprehensive benefits package.
- Other info: Opportunities for career progression and training junior staff.
- Why this job: Join a progressive firm and make a real impact on clients' financial well-being.
- Qualifications: Professional qualification in tax or accounting and experience in personal tax compliance.
The predicted salary is between 50000 - 55000 £ per year.
The Private Client Tax Manager role is ideal for a professional with expertise in personal tax compliance and advisory work. This position in Southampton requires a strong understanding of tax legislation and the ability to manage a portfolio of clients effectively.
Client Details
The employer is a strong regional accountancy firm with a well-established presence in the Southampton area. As part of a wider international organisation, the company is focused on delivering high-quality tax services to its diverse client base.
Description
- Manage a portfolio of private client tax cases, ensuring compliance and timely submissions.
- Provide advisory services on personal tax matters, including inheritance tax and capital gains tax planning.
- Review tax returns prepared by junior team members for accuracy and compliance.
- Identify opportunities for tax planning and provide tailored advice to clients.
- Act as the primary point of contact for client queries and build strong professional relationships.
- Collaborate with colleagues across the tax department to deliver excellent client service.
- Stay up to date with changes in tax legislation and ensure clients are informed of relevant updates.
- Support the development and training of junior staff within the tax team.
Profile
A successful Private Client Tax Manager should have:
- A professional qualification in tax or accounting (e.g., CTA, ACA, or ACCA).
- Proven experience in personal tax compliance and advisory work.
- Strong technical knowledge of tax legislation and its application.
- Excellent organisational skills to manage a portfolio of clients effectively.
- The ability to communicate complex tax matters clearly to clients and colleagues.
- A proactive approach to identifying tax planning opportunities.
Job Offer
A competitive salary between £50,000 and £55,000 GBP per annum. Permanent position based in Southampton. Opportunities for professional development and career progression. Comprehensive benefits package (details to be confirmed).
If you are an experienced Private Client Tax Manager seeking a rewarding role and step into a progressive and growing firm, we encourage you to apply today.
Private Client Tax Manager employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Attend industry events, join tax-related groups on LinkedIn, and connect with professionals in your field. You never know who might have the inside scoop on job openings or can refer you to the right people.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of current tax legislation. Be ready to discuss how you've managed client portfolios and provided tailored advice in the past. Confidence is key!
✨Tip Number 3
Showcase your soft skills! As a Private Client Tax Manager, building strong relationships is crucial. Highlight your communication skills and ability to simplify complex tax matters during interviews to impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a range of opportunities that could be perfect for you. Plus, it’s a great way to ensure your application gets noticed by the right people in our team.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax compliance and advisory work. We want to see how your skills align with the role, so don’t be shy about showcasing your qualifications like CTA, ACA, or ACCA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Private Client Tax Manager role. Mention your understanding of tax legislation and how you’ve successfully managed client portfolios in the past.
Showcase Your Communication Skills: Since you'll be the primary point of contact for clients, it’s crucial to demonstrate your ability to communicate complex tax matters clearly. We love seeing examples of how you've built strong professional relationships in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, it shows us you’re genuinely interested in joining our team!
How to prepare for a job interview at Michael Page
✨Know Your Tax Legislation
Brush up on the latest tax legislation relevant to personal tax compliance and advisory work. Being able to discuss recent changes and how they impact clients will show your expertise and commitment to staying informed.
✨Showcase Your Client Management Skills
Prepare examples of how you've effectively managed a portfolio of clients in the past. Highlight your ability to build strong relationships and handle client queries, as this is crucial for the role.
✨Demonstrate Your Advisory Experience
Be ready to discuss specific instances where you've provided tailored tax planning advice, especially around inheritance tax and capital gains tax. This will illustrate your proactive approach and technical knowledge.
✨Engage with the Team Dynamic
Since collaboration is key, think about how you can contribute to the team. Prepare to discuss how you've supported junior staff or worked with colleagues to deliver excellent client service in previous roles.