At a Glance
- Tasks: Manage a diverse personal tax portfolio and build strong client relationships.
- Company: A friendly, independent accountancy firm in Camberley with a supportive culture.
- Benefits: Competitive salary, flexible working, and parking available.
- Other info: Open to candidates stepping up or established professionals seeking a local opportunity.
- Why this job: Enjoy genuine responsibility and make a real impact in a human-focused environment.
- Qualifications: Experience in private client tax; CTA, ATT, ACA, or ACCA preferred.
The predicted salary is between 60000 - 70000 £ per year.
A growing independent accountancy firm in Camberley is looking for a Senior Private Client Tax Manager to take ownership of a varied personal tax portfolio and play a key role in the continued development of its tax function. This is a brilliant opportunity for someone who enjoys proper private client tax work, real client relationships and the feeling of being genuinely important to a firm, rather than being one name in a much larger department.
The firm has grown significantly over the last decade and has built a strong reputation for being friendly, practical and team-focused. It is the sort of environment where people support each other, get stuck in and take pride in doing things properly. No corporate nonsense, no hiding behind job titles, and no 'that's not my job' culture.
As Senior Private Client Tax Manager, you will take responsibility for an existing personal tax portfolio, working closely with directors and supporting the wider tax team. The role will include a mixture of compliance oversight, client advisory work, tax planning and relationship management. Typical work may include:
- Personal tax portfolio management
- Tax planning for individuals and owner-managed businesses
- Capital gains tax
- Inheritance tax
- Residency advice
- Trusts and trust structuring
- Reviewing and delegating work to junior team members
- Speaking with inbound enquiries and referrals
- Quoting for work and helping convert new opportunities
The firm is open on level and could consider someone stepping up into the role, as well as an established Senior Private Client Tax Manager looking for a better local opportunity. CTA would be helpful, particularly for more technical advisory work, but strong private client tax experience is the most important thing. You might be CTA, ATT, ACA, ACCA or qualified by experience, provided you can bring the right practical knowledge and confidence with clients.
This role would suit someone who wants more ownership, more visibility and a sensible working environment. The firm offers one day working from home as standard for qualified staff, with potential flexibility for the right senior-level person. There is also parking available for this role.
If you are an experienced private client tax professional looking for a role closer to home, with genuine responsibility and a firm that still feels human, this is well worth a conversation.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Senior Private Client Tax Manager - Camberley employer: Pro-Finance
Join a growing independent accountancy firm in Camberley that values its employees and fosters a supportive, team-oriented culture. With a focus on personal client relationships and meaningful work, this role offers genuine responsibility and the opportunity for professional growth, all within a friendly environment that prioritises collaboration over corporate hierarchy. Enjoy the flexibility of one day working from home and the convenience of parking, making it an ideal workplace for those seeking a fulfilling career closer to home.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager - Camberley
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about letting people know you’re on the hunt for a Senior Private Client Tax Manager role. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for those interviews by brushing up on your personal tax knowledge and client relationship skills. Be ready to discuss your experience with tax planning and compliance oversight, as well as how you can contribute to a friendly, team-focused environment.
✨Tip Number 3
Showcase your personality! Firms like the one in Camberley are looking for someone who fits their culture. Be genuine, share your passion for private client tax work, and let your enthusiasm shine through during conversations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Senior Private Client Tax Manager - Camberley
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of warmth and authenticity can go a long way in making your application stand out.
Tailor Your Application:Make sure to tailor your application specifically for the Senior Private Client Tax Manager role. Highlight your relevant experience in personal tax portfolio management and client relationships. We love seeing how your skills align with what we’re looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and fluff. Make it easy for us to see why you’re the right fit for the role without wading through unnecessary details.
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 helps us keep everything organised on our end!
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations, especially around capital gains and inheritance tax. The firm is looking for someone who can confidently discuss tax planning and compliance oversight, so be ready to showcase your expertise.
✨Show Your People Skills
Since this role involves real client relationships, think of examples where you've successfully managed client expectations or built strong connections. Be prepared to discuss how you handle inbound enquiries and convert them into opportunities.
✨Demonstrate Team Spirit
This firm values a supportive environment, so highlight your experience working collaboratively with others. Share instances where you've delegated tasks or supported junior team members, showing that you're a team player who takes pride in doing things properly.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture and their approach to tax planning. This shows your genuine interest in the role and helps you assess if it's the right fit for you. Plus, it gives you a chance to engage with the interviewers on a deeper level.
