At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected accountancy firm with a focus on personal tax services.
- Benefits: Enjoy hybrid working, competitive salary, and ongoing professional development.
- Other info: Collaborative team environment with clear career progression opportunities.
- Why this job: Make a real impact by advising clients on complex tax matters.
- Qualifications: Experience in UK Private Client Tax and strong communication skills required.
The predicted salary is between 51750 - 63250 £ per year.
We're recruiting a Personal Tax Manager in Truro on behalf of a highly respected and growing accountancy and business advisory firm.
This is an excellent opportunity for an experienced private client tax professional to join a specialist team, managing a varied portfolio of high-net-worth individuals, trusts and private clients while delivering high-quality compliance and advisory services.
The Role
- Manage a portfolio of HNW individuals, private clients and trusts
- Prepare and review Self-Assessment tax returns and complex tax computations
- Provide tax planning advice across IHT, CGT, residence and domicile
- Advise UK and non-UK resident individuals on property and investment matters
- Prepare technical reports, letters and written tax advice
- Attend client meetings and identify tax planning opportunities
- Deal directly with clients, HMRC, solicitors and other professional advisers
- Review work prepared by junior team members
- Mentor and support junior staff with their technical development
- Identify opportunities to introduce wider services across the firm
- Ensure client work is delivered accurately and within deadlines
About You
You'll have previous experience in UK Private Client Tax, ideally gained within an accountancy practice or professional services environment.
You’ll ideally have:
- ATT or CTA qualification, or equivalent experience
- Strong personal tax compliance and advisory experience
- Good knowledge of IHT, CGT, trusts, residence and domicile
- Experience advising HNW individuals and private clients
- Strong technical and report-writing skills
- Excellent client relationship and communication abilities
- Experience reviewing work and supporting junior team members
- Strong organisational skills and attention to detail
- A professional, discreet and client-focused approach
What's on Offer
- Hybrid and flexible working
- High-quality private client portfolio
- Strong mix of compliance and advisory work
- Exposure to HNW individuals and trusts
- Ongoing technical training and professional development
- Leadership and mentoring opportunities
- Clear career progression
- Supportive and collaborative team environment
- Competitive salary and benefits
Location
Truro, Cornwall. Easily commutable from Falmouth, St Austell, Redruth, Camborne, Penzance, Newquay, Wadebridge and surrounding areas.
Apply
For a confidential discussion or to apply, please contact Jack Wood.
Personal Tax Manager – Truro employer: Oscar Wood Careers
Join a well-established accountancy and tax advisory practice in Thame, where you will thrive in a supportive and forward-thinking environment. With a focus on employee growth, this role offers the chance to mentor junior team members while managing a complex portfolio of clients, all within a culture that values flexibility and work-life balance. Enjoy competitive remuneration and the opportunity to make a meaningful impact in a dynamic team dedicated to excellence in trust management.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager – Truro
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Oscar Wood Careers, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager – Truro
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Oscar Wood Careers's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Oscar Wood Careers. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Oscar Wood Careers!
How to prepare for a job interview at Oscar Wood Careers
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Oscar Wood Careers.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Oscar Wood Careers. It helps to show our commitment!
