At a Glance
- Tasks: Manage diverse client portfolios and provide high-level tax advisory support.
- Company: Established accountancy firm with a supportive and forward-thinking culture.
- Benefits: Hybrid working, strong training focus, health initiatives, and clear progression opportunities.
- Other info: Collaborative team culture with opportunities for personal and professional growth.
- Why this job: Step up your career in a dynamic environment with exposure to varied tax matters.
- Qualifications: ACA, ACCA, CTA, or ATT qualified with three years' experience in UK tax.
The predicted salary is between 50000 - 60000 £ per year.
We are recruiting a Private Tax Manager for a well-established and growing accountancy and business advisory firm based in Stamford. This is a fantastic opportunity for an experienced private tax professional to manage a diverse client portfolio, provide high-level advisory support, and continue progressing within a supportive and forward-thinking firm.
This role is ideal for an experienced Private Tax Assistant Manager looking to step up, or an existing Private Tax Manager seeking broader exposure and clearer progression.
The Role
As a Private Tax Manager, you will play a key role in delivering UK private tax compliance and advisory services to a varied portfolio of clients, working closely with directors and senior leadership. You will act as a technical expert across a range of private client tax matters, ensuring work is completed to a high standard and within agreed deadlines.
You will manage client relationships on a day-to-day basis, identifying complex tax issues and providing practical and commercially focused solutions. You will also maintain proactive communication with client relationship managers and senior stakeholders, ensuring they are kept informed on project progress and any issues are escalated where necessary.
The role will involve overseeing and developing junior team members through regular one-to-ones, objective setting, and performance reviews, helping to support their ongoing development and progression.
Working collaboratively with colleagues across the wider business, you will scope client requirements, manage assignments effectively, and ensure work is delivered efficiently and within budget.
The position offers exposure to a wide range of private client tax matters, providing excellent opportunities to strengthen both your technical and advisory expertise.
About You
You will be ACA, ACCA, CTA, or ATT qualified, with a minimum of three years' post-qualification experience gained within a UK accountancy practice or tax environment. You will have strong technical knowledge across inheritance tax, capital gains tax, trusts, income tax, allowances, and incorporation work.
Previous people management experience, strong organisational skills, and the ability to manage client relationships effectively are essential. You will also demonstrate excellent communication skills, commercial awareness, and a proactive approach to your work.
What's on Offer
- Hybrid and flexible working
- Strong focus on training and CPD
- Exposure to a diverse private client portfolio
- Supportive and collaborative team culture
- Health and wellbeing initiatives
- Clear progression opportunities within a growing firm
Location
Stamford, Lincolnshire. Easily commutable from Peterborough, Grantham, Bourne, Oakham, Market Deeping and surrounding areas.
Private Tax Manager - Stamford employer: Oscar Wood
Join a well-established and growing accountancy and business advisory firm in Stamford, where you will benefit from hybrid working, a competitive salary, and a strong focus on training and continuous professional development. Our supportive and collaborative team culture fosters employee growth, offering clear progression opportunities while you manage a diverse client portfolio and develop junior team members. With health and wellbeing initiatives in place, this is an excellent opportunity for those seeking meaningful and rewarding employment in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Tax Manager - Stamford
✨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, 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 Private Tax Manager - Stamford
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'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. 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!
How to prepare for a job interview at Oscar Wood
✨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.
✨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. It helps to show our commitment!
