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- Tasks: Manage a diverse portfolio of private client tax returns and provide expert advisory services.
- Company: Join a top 12 accountancy firm known for its ambitious growth and supportive culture.
- Benefits: Enjoy hybrid working, 25 days annual leave, and a rewarding Kudos Scheme.
- Why this job: Be part of a dynamic team where no two days are the same and make a real impact.
- Qualifications: Must be ATT, CTA or ACCA qualified with 2-3 years in tax advisory.
- Other info: Flexible working policy and opportunities for professional development await you!
The predicted salary is between 36000 - 60000 £ per year.
Location: Derby/Ashbourne
Contract: Full-time (37.5 Hours)
Salary: Dependant on experience
Are you an experienced Tax Advisory and looking for a new role within a thriving Private Client department?
This role will play a key part in our firm’s ambitious growth plans to double in size over the next five years. If you want to be part of a Firm where you can make a significant impact, this is the perfect opportunity for you!
This is an exciting opportunity to become part of a highly skilled team that collaborates with a diverse portfolio of clients, delivering expert support in cash extraction planning, capital gains tax, and the taxation of trusts and estates. You will also be responsible for managing your own portfolio of clients as well as supporting more junior members of staff.
In this role, no two clients or days will be the same, making it perfect for a tax advisory expert eager for a new challenge at a prestigious top 12 accountancy firm.
The important work you will be doing:
- Oversee a portfolio of private client tax returns, including trusts, estates, partnerships and high net worth individuals
- Identify tax-saving opportunities to optimise client’s tax positions
- Work with the tax partner and senior manager to provide tax planning and advisory services in relation to Inheritance tax, capital gains tax and income tax.
- Review personal and trust and estate tax returns and other work prepared by junior staff
- Supervise and mentor junior staff
The skills and experience you will bring:
- ATT, CTA or ACCA Qualified
- 2/3 years working in advisory
- Strong technical understanding of tax
- Strong excel skills
- Strong written and verbal communicator
Why PKF Smith Cooper?
- Our company culture, built on our values – Engage, Empower and Excel – encourages initiative, personal growth, and collaboration. Every team member is appreciated and celebrated; a notion embodied in our Kudos Reward Scheme.
- The firm’s Partners, who remain actively invested in the development of employees, will both support and champion your professional development and progression.
- We work with ambitious businesses of different sizes across a variety of sectors, so no two jobs are the same.
- We are multi-award-winning accountants and business advisors, ranked the 12th biggest firm by UK fee income in the Accountancy Age Top 50+50.
What\’s in it for you?
Our benefits package has been designed around our people and shaped by our values. As part of Team PKF Smith Cooper, here are some of the things you can expect:
- A working environment that empowers you to perform at your best, through our flexible working policy and dress for your diary scheme – Hybrid working during your probation period is subject to manager discretion
- Time to do what matters to you – 25 days annual leave plus statutory bank holidays, the option to reduce annual hours for additional annual leave, and your birthday off, on us. Long-serving employees can also request a sabbatical, giving you the chance to make truly unforgettable memories
- Rewards for those who actively embrace and embody our values and culture through our Kudos Reward Scheme
- Regular social events and annual, company-wide away days, giving you the opportunity to engage with colleagues across your division and office, as well as the wider firm
- Bonus referral schemes for introducing new talent or clients so that when we benefit, you do too
- Life doesn’t stop at the end of the working day and neither do our benefits. We also offer life assurance, discounts on a huge variety of retailers through the PKF Smith Cooper Rewards Scheme, and cashback on healthcare (including dental visits, physiotherapy etc) through Healthshield
How to apply?
Apply now if you believe you have what we are looking for! Even if you do not tick 100% of the boxes, we would encourage you to apply. To do so, please upload a copy of your CV and a covering letter to our job portal.
Should you have any questions, please contact a member of the HR team – email recruitment@pkfsmithcooper.com or call 01332 332021.
Please note that whilst we welcome and encourage individuals of all backgrounds to apply for our vacancies, we are unfortunately unable to accept applications from candidates requiring a visa to work in the UK.
Please no agencies unless we have contacted you directly.
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Private Client Manager Tax · Ashbourne, Derby - Headquarters · Hybrid Remote employer: PKF Smith Cooper Limited
Contact Detail:
PKF Smith Cooper Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager Tax · Ashbourne, Derby - Headquarters · Hybrid Remote
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work at PKF Smith Cooper or similar firms. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture.
✨Tip Number 2
Research the latest trends and changes in tax legislation that may impact private clients. Being knowledgeable about current issues will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've identified tax-saving opportunities for clients in the past. This will showcase your expertise and ability to add value to the firm’s ambitious growth plans.
✨Tip Number 4
Familiarise yourself with the firm's values – Engage, Empower, and Excel. Be ready to explain how your personal values align with theirs and how you can contribute to their collaborative culture.
We think you need these skills to ace Private Client Manager Tax · Ashbourne, Derby - Headquarters · Hybrid Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax advisory, particularly focusing on your qualifications like ATT, CTA, or ACCA. Emphasise your technical understanding of tax and any specific achievements that demonstrate your ability to manage a diverse portfolio of clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, particularly in cash extraction planning and capital gains tax. Use specific examples from your past experience to illustrate your capabilities.
Showcase Your Communication Skills: Since strong written and verbal communication is essential for this role, ensure your application reflects this. Use clear, concise language and structure your documents well. Consider including a brief example of how you've successfully communicated complex tax concepts to clients or colleagues.
Highlight Your Teamwork Experience: Given the collaborative nature of the role, mention any experience you have in mentoring junior staff or working as part of a team. This will show that you can contribute positively to the firm's culture and support the growth of others within the team.
How to prepare for a job interview at PKF Smith Cooper Limited
✨Showcase Your Tax Knowledge
Make sure to brush up on your tax knowledge, especially in areas like Inheritance tax, capital gains tax, and income tax. Be prepared to discuss specific cases or scenarios where you've successfully identified tax-saving opportunities for clients.
✨Demonstrate Leadership Skills
Since the role involves supervising and mentoring junior staff, highlight any previous experience you have in leadership or training roles. Share examples of how you've supported team members in their development.
✨Prepare Questions About the Firm's Growth Plans
The firm is looking to double in size over the next five years. Prepare insightful questions about their growth strategy and how you can contribute to this ambitious plan. This shows your interest in the firm's future and your potential role in it.
✨Emphasise Your Communication Skills
As a Private Client Manager, strong written and verbal communication skills are essential. Be ready to provide examples of how you've effectively communicated complex tax information to clients or colleagues in the past.
