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For Companies At a Glance
- Tasks: Manage client portfolios and ensure compliance with personal tax regulations.
- Company: Join a dynamic team in the heart of St Albans, focused on personal tax management.
- Benefits: Collaborate with experienced Partners and mentor junior team members.
- Why this job: Great opportunity to enhance your skills while making a real impact in clients' lives.
- Qualifications: Must be CTA qualified with at least 5 years of personal tax experience.
- Other info: Face-to-face client meetings are a key part of this role.
The predicted salary is between 43200 - 72000 £ per year.
This is an exciting opportunity for an experienced, CTA qualified individual to join a dynamic team based in the heart of St Albans, to manage the compliance for your own portfolio of clients, whilst working alongside Partners and assist in the training of more junior members of the team.
What you’ll be doing:
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Routinely liaising with clients regarding income tax, IHT and CGT
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Assisting Partners with advisory work
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Preparing for and attending meetings with existing and prospective clients
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Reviewing self-assessment tax returns created by other members of the team
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CTA qualified
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Have minimum 5 years personal tax experience
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Be commercially aware
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Be comfortable with regularly meeting clients face to face
Apply today, or for more information please contact Mollie Smith on 02045499947 or mollie.smith@pro-tax.co.uk, https://www.pro-recruitment.co.uk/disciplines/tax
Telephone
020 4549 9941
Personal Tax Manager employer: Pro-Group
Contact Detail:
Pro-Group Recruiting Team
+442045499947
mollie.smith@pro-tax.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Make sure to highlight your CTA qualification and personal tax experience during networking events. Engaging with professionals in the tax field can lead to valuable connections and potential referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Practice your client communication skills. Since the role involves regular face-to-face meetings, being able to convey complex tax information clearly and confidently is crucial.
✨Tip Number 4
Consider reaching out to current employees at StudySmarter or similar companies for informational interviews. This can provide insights into the company culture and expectations, helping you tailor your approach.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and at least 5 years of personal tax experience. Emphasize your ability to manage client portfolios and your experience in liaising with clients.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your commercial awareness and ability to work alongside partners.
Showcase Your Client Interaction Skills: Since the role involves regular face-to-face meetings with clients, provide examples in your application of how you've successfully managed client relationships in the past.
Highlight Team Leadership Experience: If you have experience training or mentoring junior team members, be sure to include this in your application. It shows your capability to contribute to the team's development.
How to prepare for a job interview at Pro-Group
✨Showcase Your CTA Qualification
Make sure to highlight your CTA qualification during the interview. Discuss how it has equipped you with the necessary skills and knowledge to manage personal tax compliance effectively.
✨Demonstrate Client Liaison Skills
Prepare examples of how you've successfully liaised with clients in the past. Emphasize your ability to communicate complex tax issues clearly and build strong relationships.
✨Discuss Your Advisory Experience
Be ready to talk about your experience assisting partners with advisory work. Share specific instances where your input made a significant impact on client outcomes.
✨Prepare for Technical Questions
Expect technical questions related to income tax, IHT, and CGT. Brush up on recent changes in tax legislation and be prepared to discuss how they might affect clients.
