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For Companies At a Glance
- Tasks: Provide expert personal tax advice and manage client portfolios for high net worth individuals.
- Company: Join a leading firm focused on strategic growth and technical excellence in tax advisory.
- Benefits: Enjoy a supportive work environment, mentoring opportunities, and potential for professional development.
- Why this job: Make a real impact by helping clients navigate complex tax issues while growing your career.
- Qualifications: CTA qualification is essential; experience in personal tax and mentoring is highly valued.
- Other info: Be part of a dynamic team that values continuous improvement and knowledge sharing.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Overview
The Manager is responsible for providing high net worth individuals and their families with high quality personal tax advice. The role supports Partners and directors in achieving the firm’s strategic, commercial and operational objectives, including technical excellence, business development, and continuous improvement within the team.
Key Accountabilities
Assist in providing expert personal tax advice to clients and colleagues, including complex technical issues and advanced planning for high net worth individuals.
Manage a small client portfolio, ensuring compliance, timely correspondence and identification of tax planning opportunities
Support Partners and Directors in business development, marketing initiatives and the production of proposals for new work
Review work drafted by other team members and act as a technical reference point for private client tax matters
Mentor and develop the team, help to identify training needs and fostering a positive working environment
Ensure compliance with risk management processes, internal procedures and quality assurance standards
Effective management of billing to ensure minimal write-offs, and recoverability, hours and WIP targets are met.
Ensure chargeable hours, work in progress and recoverability target KPI’s are met.
Maintain up-to-date technical knowledge and share insights with the team and wider firm
Person Specification
CTA qualification is essential. STEP, ACA, or ACCA or equivalent are desirable and may be considered as alternatives.
Proven technical expertise in personal tax, with post-qualification experience
Demonstrated ability to mentor and provide guidance to junior colleagues, sharing knowledge and expertise in a supportive manner.
Excellent communication and client relationship skills, with the ability to deliver high quality written and verbal advice
Commercial awareness, with the ability to identify business development opportunities and contribute to the firm’s growth
Commitment to continuous
Advisory Tax Manager employer: PEM
Contact Detail:
PEM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Tax Manager
✨Tip Number 1
Network with professionals in the tax advisory field. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and job opportunities.
✨Tip Number 2
Stay updated on the latest tax regulations and trends that affect high net worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous improvement during interviews.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter for informational interviews. They can provide you with insider knowledge about the company culture and expectations, which can be invaluable when preparing for your application.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client portfolios and identified tax planning opportunities in previous roles. Being able to articulate your experience clearly will set you apart from other candidates.
We think you need these skills to ace Advisory Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in personal tax, especially any work with high net worth individuals. Emphasise your CTA qualification and any other relevant qualifications like STEP, ACA, or ACCA.
Craft a Strong Cover Letter: In your cover letter, demonstrate your understanding of the role and how your skills align with the key accountabilities. Mention specific examples of how you've provided expert tax advice or mentored colleagues in the past.
Showcase Communication Skills: Since excellent communication is crucial for this role, include examples in your application that showcase your ability to deliver high-quality written and verbal advice. This could be through client interactions or presentations you've conducted.
Highlight Business Development Experience: If you have experience in business development or marketing initiatives, make sure to include this in your application. Discuss any proposals you've worked on or strategies you've implemented to grow a client portfolio.
How to prepare for a job interview at PEM
✨Showcase Your Technical Expertise
Be prepared to discuss your technical knowledge in personal tax, especially regarding high net worth individuals. Bring examples of complex issues you've handled and how you provided solutions, as this will demonstrate your capability to manage the responsibilities of the role.
✨Demonstrate Mentorship Skills
Since mentoring is a key part of the job, think of specific instances where you've guided junior colleagues. Share how you identified their training needs and helped them grow, as this will highlight your leadership qualities.
✨Prepare for Business Development Questions
Expect questions about your experience with business development and marketing initiatives. Be ready to discuss how you've contributed to previous firms' growth and any strategies you've implemented to attract new clients.
✨Communicate Clearly and Confidently
Excellent communication skills are crucial for this role. Practice articulating your thoughts clearly, both in writing and verbally. Consider preparing a few scenarios where you successfully communicated complex tax advice to clients or colleagues.
