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- Tasks: Manage a diverse client portfolio, focusing on personal tax and high-net-worth individuals.
- Company: Join a successful accountancy firm in Halesworth with a strong reputation and collaborative culture.
- Benefits: Enjoy flexible working options, a supportive environment, and a personalised progression plan.
- Why this job: Shape your role around your strengths while making a real impact in clients' lives.
- Qualifications: CTA qualified with at least 3 years of experience in personal tax; ACA/ACCA is a plus.
- Other info: This is a brand-new position created due to the firm's growth and success.
The predicted salary is between 36000 - 60000 £ per year.
NXTGEN is working exclusively with a long-standing and successful accountancy firm in Halesworth to recruit a Personal Tax Manager. This is a brand-new position, created as a result of continued growth and success within the business, and offers the rare opportunity to shape the role around your strengths and career ambitions.
With a strong and varied client base, including high-net-worth individuals, owner-managed businesses (OMBs), and clients with complex IHT considerations, this is a truly exciting opportunity for a Personal Tax Manager to take ownership of a broad and interesting portfolio. While the role will span both personal and corporate tax areas, there will be a clear weighting towards personal tax, aligned to the needs of the local client base.
Whether you’re an experienced Personal Tax Manager looking for a fresh challenge, or an ambitious Tax Senior/Assistant Manager ready to take that next step up, this firm will provide the support, flexibility, and personalised progression plan to get you there. There are no limits for the right person. You’ll be joining a friendly, collaborative office with a brilliant culture where people genuinely enjoy being in the office, however there are options for hybrid working and flexibility that works around you, too.
Key Responsibilities:- Manage a portfolio of clients, with a particular focus on high-net-worth individuals, OMBs, and complex personal tax matters.
- Deliver high-quality tax compliance and advisory services across personal and corporate tax areas.
- Advise clients on inheritance tax planning, trusts, wealth structuring and succession planning.
- Build and maintain strong client relationships, acting as a trusted adviser on all tax-related matters.
- Review tax returns prepared by junior staff and provide technical support and mentoring where needed.
- Collaborate with the wider team and Partners to identify opportunities to add value to clients.
- Support business development efforts and help drive further growth of the tax offering.
- CTA qualified, ACA/ACCA also beneficial - At least 3 years post qualification.
- Strong experience in personal tax, within a practice environment.
- Proven ability to manage a varied portfolio of clients.
- Confident in advising on IHT, trusts, and estate planning.
- Excellent interpersonal and communication skills to build trusted client relationships.
If you’re a Personal Tax Manager who’s ready to make a real impact, take on a new challenge, and carve out a long-term future with a supportive and growing firm, I’d love to hear from you. For more details about how this unique role can support your goals, get in touch with Annie today.
Salary is dependent on experience.
Personal Tax Manager employer: Nxtgen Recruitment
Contact Detail:
Nxtgen Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can help you get insider information about the role and the firm.
✨Tip Number 2
Research the specific challenges and trends in personal tax, especially those affecting high-net-worth individuals and OMBs. Being knowledgeable about current issues will allow you to engage in meaningful conversations during interviews.
✨Tip Number 3
Prepare to discuss your experience with inheritance tax planning and trusts in detail. Think of specific examples where you've successfully advised clients, as this will demonstrate your expertise and confidence in handling complex matters.
✨Tip Number 4
Showcase your interpersonal skills by preparing to discuss how you've built and maintained client relationships in the past. Highlighting your ability to communicate effectively will be crucial in demonstrating that you're a trusted adviser.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, particularly with high-net-worth individuals and complex tax matters. Use specific examples to demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how your skills align with the responsibilities of managing a varied portfolio and advising on inheritance tax planning.
Showcase Your Interpersonal Skills: In your application, emphasise your ability to build strong client relationships. Provide examples of how you've successfully advised clients in the past and how you approach client interactions.
Highlight Your Qualifications: Clearly state your qualifications, such as being CTA qualified and any other relevant certifications. Mention your post-qualification experience and how it prepares you for this role, especially in a practice environment.
How to prepare for a job interview at Nxtgen Recruitment
✨Showcase Your Expertise
Be prepared to discuss your experience in personal tax, particularly with high-net-worth individuals and complex matters. Highlight specific cases where you've successfully managed tax compliance or provided advisory services.
✨Demonstrate Client Relationship Skills
Since building strong client relationships is key for this role, think of examples where you've acted as a trusted adviser. Be ready to explain how you maintain these relationships and add value to your clients.
✨Prepare for Technical Questions
Expect questions on inheritance tax planning, trusts, and wealth structuring. Brush up on relevant legislation and be ready to discuss how you've applied this knowledge in your previous roles.
✨Emphasise Your Team Collaboration
This firm values collaboration, so share experiences where you've worked effectively within a team. Discuss how you've mentored junior staff or collaborated with partners to drive business growth.
