Private Client Tax Manager - Buckinghamshire
Private Client Tax Manager - Buckinghamshire

Private Client Tax Manager - Buckinghamshire

Aylesbury Full-Time 43200 - 72000 £ / year (est.)
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At a Glance

  • Tasks: Manage compliance and advisory work for a diverse client base, handling up to 1200 returns annually.
  • Company: Join a well-established firm expanding its Private Client Tax team with a supportive culture.
  • Benefits: Enjoy a collaborative environment and opportunities for professional growth in your tax career.
  • Why this job: This role offers the chance to work with Ultra High Net Worth Individuals and make a real impact.
  • Qualifications: Must be CTA qualified with experience in Private Client Tax management.
  • Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.

The predicted salary is between 43200 - 72000 £ per year.

This position primarily has a compliance focus with some advisory work, with the potential to expand advisory responsibilities based on your skill set and experience. You will be handling a high-volume, straightforward compliance workload, with up to 1200 returns per annum, and liaising with a diverse client base that includes:

  • Ultra High Net Worth Individuals (UHNWIs)

  • Non-Domiciled Individuals

  • Property and Rental Clients

  • Trusts and Inheritance Tax Matters

If you are a CTA qualified Private Client Tax professional seeking a new opportunity within a supportive, collaborative environment, then apply today or contact Mollie Smith for more information.

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.

Are you a Private Client Tax Manager looking for an exciting role with a broad, dynamic client base? Our client, a well-established firm, is expanding its Private Client Tax team and is seeking a knowledgeable and engaging Tax Manager to take ownership of a diverse portfolio and help drive the firm’s long-term growth.

https://www.pro-recruitment.co.uk/disciplines/tax

Telephone

020 4549 9941

Private Client Tax Manager - Buckinghamshire employer: Pro-Group

As a leading firm in Buckinghamshire, we pride ourselves on fostering a supportive and collaborative work culture that empowers our employees to thrive. With a strong commitment to diversity and inclusion, we offer exceptional growth opportunities for Private Client Tax professionals, allowing you to expand your advisory skills while managing a diverse portfolio of high-profile clients. Join us to be part of a dynamic team where your contributions are valued and your career can flourish.
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Contact Detail:

Pro-Group Recruiting Team

+442045499941

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Manager - Buckinghamshire

✨Tip Number 1

Familiarize yourself with the specific compliance requirements for Ultra High Net Worth Individuals and non-domiciled individuals. Understanding these nuances will help you stand out as a candidate who is ready to handle the complexities of the role.

✨Tip Number 2

Network with professionals in the tax field, especially those who work with trusts and inheritance tax matters. Building relationships can provide you with insights and potentially lead to referrals that could benefit your application.

✨Tip Number 3

Stay updated on the latest tax regulations and compliance changes that affect private clients. Demonstrating your knowledge of current trends during interviews can showcase your commitment to the field and your proactive approach.

✨Tip Number 4

Prepare to discuss your experience managing high-volume compliance workloads. Be ready to share specific examples of how you've successfully handled similar responsibilities in the past, as this will illustrate your capability for the role.

We think you need these skills to ace Private Client Tax Manager - Buckinghamshire

CTA Qualification
Tax Compliance Expertise
Advisory Skills
Client Relationship Management
High-Volume Tax Return Processing
Knowledge of Inheritance Tax Matters
Understanding of Trusts
Attention to Detail
Analytical Skills
Communication Skills
Problem-Solving Skills
Time Management
Ability to Work Under Pressure
Team Collaboration

Some tips for your application 🫡

Understand the Role: Make sure to thoroughly read the job description for the Private Client Tax Manager position. Understand the compliance focus and the types of clients you will be working with, such as UHNWIs and trusts.

Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in handling compliance workloads and any advisory work you've done. Mention specific examples of managing high-volume tax returns and working with diverse client bases.

Showcase Your Qualifications: Clearly state your CTA qualification and any other relevant certifications. This is crucial for demonstrating your expertise in private client tax matters.

Tailor Your Application: Customize your application materials to reflect the values and commitments of the employer, particularly their dedication to diversity and inclusion. Mention how your unique background can contribute to a supportive and collaborative environment.

How to prepare for a job interview at Pro-Group

✨Understand Compliance and Advisory Balance

Make sure you have a clear understanding of the compliance focus of the role, as well as the advisory aspects. Be prepared to discuss how your experience aligns with handling high-volume compliance workloads and any relevant advisory work you've done.

✨Familiarize Yourself with Diverse Client Needs

Research the types of clients you will be working with, such as UHNWIs and non-domiciled individuals. Prepare examples of how you've successfully managed similar client relationships in the past.

✨Showcase Your CTA Qualification

Highlight your CTA qualification prominently during the interview. Be ready to discuss how this certification has equipped you with the skills necessary for managing complex tax matters and compliance requirements.

✨Emphasize Collaborative Work Style

Since the firm values a supportive and collaborative environment, share examples of how you've worked effectively in teams. Discuss how you can contribute to a positive team dynamic while driving the firm's growth.

Private Client Tax Manager - Buckinghamshire
Pro-Group Apply now
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  • Private Client Tax Manager - Buckinghamshire

    Aylesbury
    Full-Time
    43200 - 72000 £ / year (est.)
    Apply now

    Application deadline: 2027-01-10

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    Pro-Group

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