At a Glance
- Tasks: Advise high-net-worth clients on complex personal tax matters and lead strategic projects.
- Company: Fast-growing mid-tier firm with a focus on technical expertise and career progression.
- Benefits: Exceptional salary, hybrid working, and a clear path to Senior Director.
- Other info: Join a dynamic team and contribute to the firm's growth strategy.
- Why this job: Engage in interesting advisory work with complex clients and fast-track your career.
- Qualifications: CTA qualified with strong personal tax experience and client management skills.
The predicted salary is between 60000 - 80000 £ per year.
At a Glance
- Senior Manager track role with a clear route to Director
- Advisory-led personal tax practice, minimal compliance focus
- Hybrid working pattern
- Exceptional salary and benefits package
- One of the fastest growing mid-tier firms in the market right now
About the Firm
This is a large, ambitious mid-tier practice that has seen significant growth in recent years and shows no signs of slowing down. With an expanding private client base and a culture that genuinely values technical expertise, this is a firm where talented people progress quickly and are given the autonomy to do meaningful, high-quality work.
The Role
This is a genuinely advisory-focused Personal Tax Manager position, joining a well-established private client team at an exciting stage of the firm's growth. The balance of work here is heavily weighted towards complex advisory rather than day-to-day compliance, giving you the scope to develop technically and commercially. There is a clear and defined route to Senior Director for the right person.
Key Responsibilities
- Advise a portfolio of high-net-worth individuals, entrepreneurs and family businesses on complex personal tax matters
- Lead on tax planning and restructuring projects across a broad range of personal tax issues
- Provide strategic advice on residence and domicile, trusts, inheritance tax and capital gains tax
- Build and develop strong client relationships, acting as a trusted advisor
- Support and mentor junior team members, contributing to their technical development
- Identify and convert new business opportunities within the existing client base and beyond
- Work closely with other service lines to deliver joined-up advice to clients
- Contribute to the firm's growth strategy as a key member of the leadership team
What You'll Need
Essential:
- CTA qualified (or equivalent)
- Strong personal tax background gained in practice
- Proven experience advising high-net-worth individuals and complex personal tax matters
- Confidence managing client relationships independently
Desirable:
- Experience with international tax matters including residence and domicile
- Prior experience managing or mentoring junior staff
- Existing network and business development experience
Why Apply
This role comes with an exceptional salary and benefits package, genuine hybrid working flexibility, and a structured pathway to Senior Director. Most importantly, this is a firm where the advisory work is interesting, the clients are complex, and your career will genuinely move forward.
Personal Tax, Manager in Lisburn employer: Ocho
This large, ambitious mid-tier practice in Belfast offers an exceptional work environment where talented individuals can thrive. With a strong focus on advisory work and minimal compliance, employees enjoy a hybrid working pattern, competitive salary, and a clear pathway to senior leadership roles. The firm values technical expertise and fosters a culture of mentorship and professional growth, making it an excellent employer for those seeking meaningful and rewarding careers in personal tax.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax, Manager in Lisburn
✨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. 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 in personal tax matters. Share insights or recent trends you've noticed in the field. This not only shows your passion but also positions you as a valuable asset.
✨Ace the Informal Chat
Many firms, including us at StudySmarter, often have informal chats before the formal interview. Treat these like mini-interviews! Prepare some thoughtful questions about the firm’s growth and culture, and be ready to discuss how you can contribute to their success.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of our team and contributing to our exciting growth.
We think you need these skills to ace Personal Tax, Manager in Lisburn
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your advisory experience and any work with high-net-worth clients to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your background aligns with our firm’s growth and values. Be genuine and let your personality come through.
Showcase Your Achievements:Don’t just list your responsibilities; share your successes! Whether it’s a successful tax planning project or mentoring a junior team member, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Ocho
✨Know Your Stuff
Make sure you brush up on your personal tax knowledge, especially around complex issues like inheritance tax and capital gains tax. Being able to discuss these topics confidently will show that you're ready for the advisory-focused role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you've acted as a trusted advisor, especially with high-net-worth individuals or family businesses.
✨Demonstrate Leadership Potential
Since this role involves mentoring junior team members, think of instances where you've supported or guided others. Be ready to discuss how you can contribute to their technical development and the overall growth of the firm.
✨Be Business Savvy
Think about ways you've identified and converted new business opportunities in previous roles. This is key for contributing to the firm's growth strategy, so come prepared with ideas on how you can help expand their client base.
