At a Glance
- Tasks: Manage tax compliance for a diverse portfolio of clients, ensuring accuracy and timely submissions.
- Company: Reputable accountancy firm in Farnham with a strong focus on client service.
- Benefits: Competitive salary, comprehensive benefits, and continuous professional development.
- Why this job: Join a respected firm and make a real impact in the tax industry.
- Qualifications: CTA/ATT qualified with extensive tax knowledge and exceptional client service skills.
- Other info: Supportive environment that values diversity and offers excellent career growth.
The predicted salary is between 70000 - 80000 £ per year.
Farnham based accountancy firm
About Our Client
Our client is a large professional services organization with a strong reputation in the tax industry. With a commitment to providing high-quality services, this established firm is well-respected in Farnham and across the country.
Job Description
To manage/support with the tax compliance matters of a varied portfolio of clients. The portfolio currently comprises c1,000 clients, prepared by the wider Tax team. The majority of tax clients are personal tax based including directors and high net worth individuals along with some Trusts and some partnerships whose tax affairs are of varying complexity.
- To monitor and ensure that all statutory tax returns are completed and filed on time, are accurate and in keeping with best practice, and that all follow up action is anticipated, planned, and implemented throughout the tax year.
- To ensure that clients are kept informed about their obligations and deadlines and that they are kept up to date with any relevant changes in legislation or best practice.
- To maintain clear and structured compliance and advisory files and working papers and provide completed returns/letter along with relevant review points to Partner for review.
- To organise the effective time management of own workload and that of the team, planning and prioritising, and keeping the Partner informed of any anticipated bottlenecks or problems with meeting deadlines.
- To build rapport and maintain regular contact with clients by telephone, email, letter and in person.
- To keep up to date on technical matters and identifying areas/upcoming changes which may be relevant and liaising with Tax Partner to ensure feedback is communicated across both offices.
- To identify and action opportunities for tax planning with the support of the partners.
- To undertake any ad hoc projects as requested by the partners.
The Successful Applicant
A successful Senior Private Client Tax Manager should have:
- CTA/ATT qualified.
- Extensive knowledge of tax laws and regulations.
- Exceptional client service skills with a proven ability to develop and maintain client relationships.
- Strong leadership skills and the ability to mentor junior staff.
- Excellent communication skills, both written and verbal.
What’s on Offer
- Competitive salary ranging from £70,000 to £80,000.
- Opportunity to work in a respected professional services firm in Alton.
- Comprehensive benefits package.
- Continuous professional development opportunities.
- A supportive work environment that values diversity and inclusion.
Private Client Tax Senior Manager in Farnham employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in Farnham
✨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 that a CV just can’t.
✨Ace the Informational Interview
If you can, set up informational interviews with current employees at firms you're interested in. This is your chance to learn about their experiences and get insider tips on what the company values. Plus, it shows your genuine interest!
✨Showcase Your Expertise
Don’t just talk about your qualifications; demonstrate your knowledge! Share insights on tax trends or recent changes in legislation on social media or in discussions. This positions you as a thought leader and makes you memorable.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client Tax Senior Manager in Farnham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your CTA/ATT qualifications and any relevant experience with personal tax clients, as this will show us you understand what we're looking for.
Showcase Your Skills: In your cover letter, emphasise your exceptional client service skills and leadership experience. We want to see how you've built relationships and mentored junior staff in previous roles, so don’t hold back!
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read through your achievements and experiences. We appreciate a well-structured application!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen to join our team at StudySmarter!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Stuff
Make sure you brush up on the latest tax laws and regulations relevant to personal tax, especially those affecting high net worth individuals. Being able to discuss recent changes or trends in tax legislation will show that you're not just knowledgeable but also proactive.
✨Client Relationship Focus
Prepare examples of how you've built and maintained strong client relationships in the past. Think about specific situations where your exceptional client service skills made a difference. This will demonstrate your ability to connect with clients, which is crucial for this role.
✨Show Leadership Skills
Be ready to talk about your experience in mentoring junior staff and leading teams. Share specific instances where you’ve successfully managed workloads or resolved conflicts within a team. This will highlight your leadership capabilities, which are essential for a Senior Manager position.
✨Time Management Mastery
Think of examples where you effectively planned and prioritised your workload, especially under tight deadlines. Discuss how you kept stakeholders informed about progress and any potential bottlenecks. This will showcase your organisational skills and ability to manage multiple tasks efficiently.