At a Glance
- Tasks: Manage diverse private client tax projects and provide expert advisory support.
- Company: Respected accountancy firm in Yeovil with a collaborative culture.
- Benefits: Hybrid working, professional development, and competitive benefits package.
- Other info: Excellent career progression opportunities in a supportive team environment.
- Why this job: Join a growing firm and make a real impact on clients' financial success.
- Qualifications: CTA qualified with experience in private client tax and strong communication skills.
The predicted salary is between 50000 - 65000 £ per year.
We are recruiting a Private Client Tax Manager for a highly respected and growing accountancy and advisory firm based in Yeovil. This is a fantastic opportunity for an experienced private client tax professional to work on a varied portfolio of advisory-focused projects while continuing to progress within a collaborative and forward-thinking firm.
This role is ideal for an experienced Private Client Tax Assistant Manager ready to step up, or an existing Manager seeking broader exposure and long-term progression opportunities.
The Role
As a Private Client Tax Manager, you will play a key role in delivering advisory and compliance support to a diverse portfolio of private clients, including individuals, business owners, agricultural clients, trusts, and partnerships. You will provide advice across a range of private client tax matters including inheritance tax, capital gains tax, trusts, succession planning, remuneration strategies, and benefits in kind. Working closely with senior leadership and colleagues across the wider firm, you will support the delivery of complex advisory projects while ensuring compliance obligations are managed accurately and efficiently. You will maintain proactive communication with clients, HMRC, and other professional advisers, building strong working relationships and providing commercially focused and practical tax advice. The role will also involve reviewing the work of junior team members, supporting their development, and contributing to a collaborative team environment. This position offers exposure to a broad range of private client tax matters, providing excellent opportunities to strengthen both your technical and client-facing expertise.
About You
You will be CTA qualified, with strong experience gained within a UK accountancy practice or private client tax environment. You will have a strong background in inheritance tax planning, capital gains tax, trusts, and complex private client compliance work. Strong written and verbal communication skills, excellent organisational abilities, and confidence handling technical tax queries are essential. You will also be comfortable producing advisory reports, managing client relationships, and working both independently and collaboratively within a team environment.
What’s on Offer
- Hybrid and flexible working
- Strong focus on professional development and CPD
- Exposure to a diverse private client portfolio
- Supportive and collaborative team culture
- Opportunity to work on complex advisory projects
- Clear progression opportunities within a growing firm
- Competitive benefits package
Location
Yeovil, Somerset. Easily commutable from Sherborne, Dorchester, Taunton, Bridgwater, Frome and surrounding areas.
Private Client Tax Manager – Yeovil employer: Oscar Wood
Join a highly respected and growing accountancy and advisory firm in Yeovil, where you will thrive in a supportive and collaborative culture that prioritises professional development and offers clear progression opportunities. With hybrid working options and exposure to a diverse portfolio of private clients, this role as a Private Client Tax Manager allows you to enhance your technical expertise while making a meaningful impact on clients' financial well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager – Yeovil
✨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.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Think about how your experience aligns with the role of Private Client Tax Manager and be ready to share specific examples. Confidence is key, so practice makes perfect!
✨Showcase Your Expertise
When you get the chance, demonstrate your knowledge in private client tax matters during conversations or interviews. Share insights on inheritance tax planning or capital gains tax strategies to show you’re not just a candidate, but a valuable asset to the team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Private Client Tax Manager – Yeovil
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualification and any relevant experience in inheritance tax, capital gains tax, and trusts to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your advisory work and how you've built strong client relationships in the past.
Showcase Your Communication Skills:Since strong written and verbal communication skills are essential, make sure your application is clear and professional. Avoid jargon and keep it straightforward – we want to see your personality shine through!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax, capital gains tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas. This shows you're not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong relationships with clients in the past. Think about times when you provided practical tax advice that made a difference for them. This will demonstrate your ability to communicate effectively and manage client expectations.
✨Be Ready for Team Dynamics
Since this role involves working closely with junior team members, be prepared to discuss your experience in mentoring or supporting others. Share specific instances where you've contributed to a collaborative environment, as this is key for the firm's culture.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm’s approach to complex advisory projects or their professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
