At a Glance
- Tasks: Manage private client tax compliance cases and support junior team members.
- Company: Top 60 accountancy firm with a strong reputation and collaborative culture.
- Benefits: Hybrid working, 25+ days holiday, health plan, and annual salary reviews.
- Other info: Diverse workplace committed to inclusivity and professional development.
- Why this job: Join a growing team and make a real impact in personal tax management.
- Qualifications: ATT/CTA qualified with experience in Private Client or Personal Tax at Manager level.
The predicted salary is between 55000 - 65000 £ per year.
An established and highly respected Top 60 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Personal Tax team. With offices across the South West, this opportunity is available in Bristol, Taunton or Yeovil.
This is a predominantly compliance-focused role, ideal for an experienced Private Client Tax professional who enjoys managing client relationships, maintaining technical excellence, and supporting junior colleagues within a collaborative environment.
What's great about this Private Client Tax Manager role?
- Hybrid working model
- Minimum 25 days holiday plus bank holidays (option to buy and sell annual leave)
- Annual salary reviews
- Medicash health plan
- Volunteering day each year
- Cinema and gym discounts
- Private medical insurance options
Your role as a Private Client Tax Manager:
- Managing a portfolio of private client tax compliance cases.
- Reviewing personal tax returns for accuracy and technical quality.
- Acting as a key point of contact for clients, delivering excellent service.
- Supporting and developing trainees and junior team members.
- Collaborating with senior leadership and colleagues across the tax team.
- Ensuring deadlines are met and workflows are managed efficiently.
- Providing occasional support on advisory projects where appropriate.
What you'll need to succeed:
- Be ATT and/or CTA qualified.
- Have experience working within Private Client or Personal Tax at Manager level.
- Enjoy managing compliance work and maintaining high technical standards.
- Be a strong team player with a collaborative approach.
- Have experience reviewing work and supporting junior colleagues.
- Possess excellent organisational and client relationship skills.
- Demonstrate a professional and thoughtful approach to service delivery.
What next:
I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details.
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.
Private Client Tax Manager in Yeovil employer: Pro-Finance
Join a highly respected Top 60 accountancy and advisory firm that values collaboration, professional growth, and employee well-being. With a hybrid working model, generous holiday allowances, and a commitment to diversity, this firm offers an enriching environment for Private Client Tax Managers in Bristol, Taunton, or Yeovil. Enjoy opportunities for career development while managing a diverse portfolio of clients and supporting junior colleagues in a supportive team culture.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Yeovil
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think of examples from your past experience that showcase your ability to handle compliance work and support junior colleagues. We want to see how you shine in a collaborative environment!
✨Tip Number 3
Don’t forget to research the firm you’re applying to! Understanding their values, culture, and the specifics of their Personal Tax team will help you tailor your approach and show them you’re genuinely interested in joining their ranks.
✨Tip Number 4
Apply through our website for the best chance at landing that Private Client Tax Manager position. It’s the quickest way to get your application in front of the right people, and we’re always excited to see passionate candidates like you!
We think you need these skills to ace Private Client Tax Manager in Yeovil
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience in managing compliance work and client relationships, as well as any relevant qualifications like ATT or CTA. We want to see how your skills match 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 this role and how you can contribute to our team. Be sure to mention your collaborative approach and experience supporting junior colleagues, as these are key aspects of the job.
Showcase Your Technical Skills:Since this role is compliance-focused, make sure to showcase your technical expertise in personal tax. Mention specific examples of how you've maintained high standards in your previous roles. We love seeing candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we’re excited to see your application come through!
How to prepare for a job interview at Pro-Finance
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and compliance requirements relevant to private clients. Being able to discuss recent changes or trends in personal tax will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you delivered excellent service or resolved issues effectively. This will demonstrate your ability to be a key point of contact for clients.
✨Highlight Team Collaboration
Since this role involves supporting junior colleagues, come ready with examples of how you've mentored or developed team members. Discussing your collaborative approach will resonate well with the firm's values and culture.
✨Ask Thoughtful Questions
Prepare insightful questions about the firm’s approach to personal tax compliance and how they support their teams. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
