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For Companies At a Glance
- Tasks: Manage personal tax cases and lead a team in a dynamic accounting firm.
- Company: Join a reputable firm in Taunton, known for its exceptional client service.
- Benefits: Enjoy hybrid working, flexible hours, and competitive salary with benefits.
- Why this job: Perfect for those seeking career growth in private client tax with diverse projects.
- Qualifications: CTA, ATT, ACA, or ACCA qualified with personal tax experience required.
- Other info: Opportunity for progression in a supportive and collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
Personal Tax Manager to join a growing firm of accountants in Taunton. Progression on offer as a key addition managing compliance and planning.
About Our Client
Based in Taunton, the firm has an excellent reputation acting for private clients, HNWIs, Trusts, Directors and other wider ranging individuals. Whilst a quality compliance service is a key offering, the firm also has a focus on delivering wider advisory and tax planning and business advice. The right professional will carve a key position advising this firm's wide ranging clients with progression and development on offer. The firm offers hybrid working, flexible hours and competitive benefits.
Job Description
Joining as Personal Tax Manager based from the firm's Taunton offices, you will manage a wide ranging portfolio of personal tax cases and manage the wider team reviewing their work and supporting their development. The firm has varied clients across Directors of wide ranging corporate and OMB limited companies, HNWIs, property related and other clients. You will be advising on wide ranging tax planning project work across capital tax planning, inheritance tax and trusts, property tax projects and other wide ranging personal tax advisory work. The role provides an ideal opportunity for the right tax professional looking to carve a pivotal role and an excellent opportunity for the right professional looking to further their career in private client tax.
The Successful Applicant
You will be either CTA and/or ATT/ACA/ACCA qualified and you will have developed a personal tax career within accountancy practice or within a specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, or regional independent firm background of any size, or specialist tax firm. Your background will most likely have focused down the personal tax route with a compliance and/or tax planning skill set alongside this. This is an excellent opportunity for a Personal Tax Manager level professional or Assistant Manager looking for a challenging new career move with career progression and development on offer.
What's on Offer
Circa £45,000 - £58,000 dependent on experience and background, negotiable with benefits.
Personal Tax Manager, Private Client Manager employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager, Private Client Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or join relevant online forums to connect with others who may have insights into the role of a Personal Tax Manager.
✨Tip Number 2
Research the firm thoroughly. Understand their client base, services offered, and recent news. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest in the position.
✨Tip Number 3
Prepare to discuss specific tax planning projects you've worked on in the past. Highlight your experience with HNWIs, trusts, and property tax, as these are key areas for the role.
✨Tip Number 4
Showcase your leadership skills. As a Personal Tax Manager, you'll be managing a team, so be ready to share examples of how you've supported and developed colleagues in previous roles.
We think you need these skills to ace Personal Tax Manager, Private Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA, ATT, ACA, or ACCA credentials. Emphasise your experience in personal tax within accountancy practices or specialist tax firms, showcasing relevant roles and responsibilities.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the requirements of the Personal Tax Manager role. Mention your experience with HNWIs, trusts, and property tax projects, and explain how your skills align with the firm's focus on compliance and advisory services.
Showcase Your Achievements: In both your CV and cover letter, include specific examples of successful tax planning projects you've managed. Quantify your achievements where possible, such as savings generated for clients or improvements in compliance processes.
Proofread Your Application: Before submitting, carefully proofread your application materials to eliminate any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the field of personal tax management.
How to prepare for a job interview at Page Personnel
✨Know Your Tax Regulations
Make sure you brush up on the latest personal tax regulations and compliance requirements. Being well-versed in current laws will not only impress your interviewers but also show that you're proactive and knowledgeable in your field.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples of how you've provided tax planning advice in previous roles. Highlighting your experience with HNWIs, trusts, and property tax projects will demonstrate your capability to handle the diverse portfolio expected in this role.
✨Demonstrate Leadership Qualities
As a Personal Tax Manager, you'll be managing a team. Be ready to share instances where you've led a team or mentored colleagues. This will showcase your ability to support and develop others, which is crucial for this position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and client management. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals and values.
