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 that values mentorship and offers significant growth opportunities.
- 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 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.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax, Manager
✨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 potential contacts on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help land that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your personal tax knowledge and experience. Share specific examples of how you've tackled complex tax issues or helped clients save money. We want to see your passion for advisory work shine through!
✨Prepare for Interviews
Do your homework before any interview! Research the firm, understand their client base, and think about how your skills can contribute to their growth strategy. We recommend preparing some thoughtful questions to ask them too – it shows you’re genuinely interested and engaged.
✨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, we love seeing candidates who take the initiative to engage with us directly. Let’s get you on the path to that Personal Tax Manager role!
We think you need these skills to ace Personal Tax, Manager
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 Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around complex issues like inheritance tax and capital gains tax. Be ready to discuss specific cases or scenarios where you've successfully advised clients, as this will show your expertise and confidence in handling high-net-worth individuals.
✨Showcase Your Advisory Skills
Since this role is heavily advisory-focused, prepare examples of how you've provided strategic advice in the past. Think about times when you've led tax planning projects or restructured client portfolios, and be ready to explain your thought process and the outcomes.
✨Build Rapport with Interviewers
Client relationships are key in this role, so demonstrate your ability to connect with people during the interview. Practice active listening and engage with your interviewers by asking insightful questions about their experiences and the firm's culture. This will help you come across as a trusted advisor right from the start.
✨Highlight Your Leadership Experience
If you've mentored junior staff or contributed to team development, make sure to mention it. This firm values leadership, so share specific examples of how you've supported others in their growth and how you can contribute to the team's success moving forward.
