Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage a diverse portfolio of clients and provide top-notch tax consultancy services.
- Company: Join a respected professional services firm with a strong reputation in the tax industry.
- Benefits: Competitive salary, comprehensive benefits, and continuous professional development opportunities.
- Why this job: Make a real impact by helping clients navigate complex tax matters and build lasting relationships.
- Qualifications: CTA/ATT qualified with extensive knowledge of tax laws and exceptional client service skills.
- Other info: Supportive work environment that values diversity and offers excellent career growth.
The predicted salary is between 70000 - 80000 £ per year.
An exciting opportunity has arisen for a highly skilled Senior Private Client Tax Manager to join a professional services team in Farnham. The successful candidate will oversee a portfolio of clients, providing exceptional tax consultancy services.
Client Details
Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country.
Description
- To manage/support with the tax compliance matters of a varied portfolio of clients.
- The portfolio currently comprises c1,000 clients, prepared by the wider Tax team.
- The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity.
- To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year.
- To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice.
- To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review.
- To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines.
- To build rapport and maintain regular contact with clients by telephone, email, letter and in person.
- To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices.
- To identify and action opportunities for tax planning with the support of the partners.
- To undertake any ad hoc projects as requested by the partners.
Profile
- A successful Senior Private Client Tax Manager should have: CTA/ATT qualified.
- Extensive knowledge of tax laws and regulations.
- Exceptional client service skills with a proven ability to develop and maintain client relationships.
- Strong leadership skills and the ability to mentor junior staff.
- Excellent communication skills, both written and verbal.
Job Offer
- Competitive salary ranging from £70,000 to £80,000.
- Opportunity to work in a respected professional services firm in Alton.
- Comprehensive benefits package.
- Continuous professional development opportunities.
- A supportive work environment that values diversity and inclusion.
Senior Private Client Tax Manager in Surrey employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager in Surrey
✨Network Like a Pro
Get out there and connect with people in the tax industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge of tax laws and regulations. Share examples of how you've successfully managed client portfolios or tackled complex tax issues. We want to see your skills in action!
✨Prepare for Interviews
Do your homework before interviews! Research the company, understand their client base, and be ready to discuss how you can add value to their team. Practise common interview questions and think about how your experience aligns with their needs.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our brand. Let’s get you that Senior Private Client Tax Manager role!
We think you need these skills to ace Senior Private Client Tax Manager in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Private Client Tax Manager role. Highlight your CTA/ATT qualifications and any relevant tax consultancy experience to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your exceptional client service skills and how you’ve built strong relationships in previous roles. We want to see your personality come through!
Showcase Your Leadership Skills: As a Senior Private Client Tax Manager, leadership is key. Share examples of how you've mentored junior staff or led projects in your application. We love seeing candidates who can inspire others!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Michael Page
✨Know Your Tax Stuff
Make sure you brush up on the latest tax laws and regulations. Being well-versed in current legislation will not only show your expertise but also demonstrate your commitment to staying informed, which is crucial for a Senior Private Client Tax Manager.
✨Client-Centric Mindset
Prepare to discuss how you've built and maintained client relationships in the past. Think of specific examples where your exceptional client service skills made a difference. This role is all about providing top-notch consultancy, so showcasing your ability to connect with clients is key.
✨Showcase Leadership Skills
As a Senior Manager, you'll be expected to lead and mentor junior staff. Be ready to share experiences where you've successfully guided a team or handled challenging situations. Highlighting your leadership style and how you foster a supportive environment will resonate well.
✨Time Management is Key
Think about how you manage your workload and meet deadlines, especially with a portfolio as large as 1,000 clients. Prepare to discuss your strategies for prioritising tasks and keeping the team on track. This will show that you're organised and proactive, which is essential for this role.