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- Tasks: Manage personal tax compliance and planning for high-net-worth individuals and trusts.
- Company: Join a fast-growing accountancy firm in Taunton with a stellar reputation.
- Benefits: Enjoy hybrid working, flexible hours, competitive salary, and great career progression.
- Why this job: Make a real impact in tax advisory while developing strong client relationships.
- Qualifications: ATT/CTA or ACA/STEP qualified with personal tax experience.
- Other info: Exciting opportunities for career growth in a supportive team environment.
The predicted salary is between 50000 - 60000 £ per year.
Personal Tax Senior Manager to join an accountancy firm based in Taunton. Career progression within a fast growing & successful firm of accountants.
About Our Client
Based in Taunton, this accountancy practice acts for a wide range of clients with a highly regarded and successful personal tax team and department. Excellent career progression prospects are on offer here within a well-established firm of chartered accountants. The firm offers hybrid working, flexible hours, parking and competitive benefits.
Job Description
Joining as Personal Tax Senior Manager within this Taunton based firm of accountants, the role offers a clear career progression and development path. You will join a highly regarded and successful private client team, taking compliance responsibility for a portfolio of HNWIs / trusts etc with associated tax planning and project work arising from this client base. You will look to develop working relationships with your clients and colleagues across the firm, with significant client contact and responsibility. You will manage a wide range of tax planning projects, on a wide range of tax issues relevant to HNWIs, non-doms tax planning advice, capital gains tax planning for a range of issues such as on the main residence; investment properties; development land tax planning, Trust tax compliance and planning opportunities, IHT and estate planning, SDLT compliance and identifying when particular reliefs might be relevant to a transaction. With positive developments in the tax team and wider practice, excellent prospects for career progression are on offer for a career focused tax professional.
The Successful Applicant
For this Personal Tax Senior Manager role you will be any of ATT and/or CTA qualified, or ACA/STEP qualified etc, with a strong background in personal tax, ideally with advisory and planning experience to complement your compliance background, gained within an accountancy practice or specialist tax firm environment as a Personal Tax Manager / Senior Personal Tax Manager. You will have experience of dealing with HNWIs, both UK based and ideally non domiciled, trusts etc and you will be searching for a career move, where you can progress your tax advisory career and carve a key role within a leading, chartered accountancy firm.
What's on Offer
£58,000 - £70,000 plus benefits, dependent on level, experience and background, negotiable.
Please apply online and for a confidential discussion to find out more please contact Mark Bailey.
Personal Tax Manager, Personal Tax Senior Manager, Private Client Manager, Private Client Senior Manager in Taunton employer: Page Personnel
Contact Detail:
Page Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager, Personal Tax Senior Manager, Private Client Manager, Private Client Senior Manager in Taunton
✨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.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in personal tax and advisory work. Share specific examples of how you've tackled complex tax issues for HNWIs or trusts – it’ll show you’re the real deal!
✨Prepare for Interviews
Do your homework before any interview. Understand the firm’s client base and recent developments in tax legislation. This will not only impress them but also help you tailor your answers to show how you can add value to their team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you can keep an eye on new opportunities as they come up – we’re always looking for talented individuals like you!
We think you need these skills to ace Personal Tax Manager, Personal Tax Senior Manager, Private Client Manager, Private Client Senior Manager in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior Manager role. Highlight your experience with HNWIs and any relevant tax planning projects you've managed. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our team. Be sure to mention any specific experiences that relate to the job description.
Showcase Your Qualifications: Since we’re looking for someone with ATT, CTA, ACA, or STEP qualifications, make sure these are front and centre in your application. We want to know how your qualifications set you apart from the rest!
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 makes it easier for us to keep track of all the amazing candidates like you!
How to prepare for a job interview at Page Personnel
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and planning strategies. Be ready to discuss specific cases or scenarios you've handled, especially those involving HNWIs and trusts. This shows you're not just knowledgeable but also practical.
✨Showcase Your Client Management Skills
Since this role involves significant client contact, prepare examples of how you've built and maintained relationships with clients in the past. Highlight your communication skills and any successful outcomes from your interactions.
✨Prepare for Technical Questions
Expect questions that dive deep into tax compliance and planning issues. Review common challenges faced by HNWIs and be ready to discuss how you would approach them. This will demonstrate your expertise and problem-solving abilities.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's approach to tax planning or their client base. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
