At a Glance
- Tasks: Manage your own portfolio of private clients and provide expert tax advice.
- Company: Respected accountancy practice known for collaboration and client relationships.
- Benefits: Salary up to £60,000, hybrid working, and excellent benefits package.
- Other info: Supportive environment with opportunities for career progression and professional development.
- Why this job: Gain autonomy, work on interesting projects, and build genuine client relationships.
- Qualifications: Experience in UK Private Client Tax Compliance and strong client relationship skills.
The predicted salary is between 51750 - 63250 £ per year.
Looking for a Private Client Tax role where you're trusted to manage your own portfolio and build genuine client relationships? We're working with a highly respected accountancy practice that's known for its collaborative culture, long-standing client relationships, and commitment to developing its people. This is an excellent opportunity for an experienced Private Client Tax professional who enjoys combining high-quality compliance work with advisory support and wants to be part of a firm where their expertise is genuinely valued.
You'll take ownership of a varied portfolio of private clients, become their trusted adviser, and work closely with experienced Partners on a broad range of tax matters. With plenty of autonomy, interesting technical work, and a supportive team around you, this is an ideal move for someone looking to progress their career without sacrificing work-life balance.
The Role
You'll be responsible for managing a diverse portfolio of clients including high-net-worth individuals, company directors, landlords, sole traders, trusts and partnerships. Alongside delivering an exceptional compliance service, you'll identify planning opportunities, provide practical advice and develop long-term client relationships.
- Managing the full Self Assessment compliance process from start to finish
- Preparing and reviewing complex personal tax returns
- Advising clients on Income Tax, Capital Gains Tax, investment and foreign income
- Managing trust and partnership tax returns
- Handling HMRC correspondence, P11Ds and PAYE Settlement Agreements
- Identifying tax planning opportunities, reliefs and allowances
- Supporting clients with residency matters, inheritance tax considerations and capital gains calculations
- Working alongside Partners on more complex advisory projects
- Mentoring junior team members and supporting their development
About You
You'll already have experience managing your own private client portfolio within a UK accountancy practice and enjoy building strong relationships with clients.
You'll ideally have:
- Strong UK Private Client Tax Compliance experience
- Experience managing a varied client portfolio independently
- Excellent technical knowledge across personal taxation
- A proactive, client-focused approach
- ATT, CTA or be qualified by experience
What's on Offer?
- Salary up to £60,000
- Hybrid and flexible working
- Excellent benefits package
- Interesting and varied private client portfolio
- Supportive, collaborative working environment
- Genuine opportunities for career progression and professional development
- The opportunity to work closely with experienced Partners on advisory work
If you're looking for a role where you'll have real ownership of your clients, exposure to high-quality private client work, and the support to continue developing your career, we'd love to hear from you.
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 Compliance Portfolio Manager employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Big 4 International Tax team in London, where you'll find an exceptional work culture that prioritises collaboration, inclusivity, and professional growth. With a clear pathway to Partnership and a commitment to developing talent, this role offers not only competitive compensation but also the chance to work on complex international tax matters for prestigious clients. Embrace flexible hybrid working and be part of a high-performing team that values your contributions and supports your career ambitions.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Compliance Portfolio Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as PRO-TAX RECRUITMENT LIMITED, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Compliance Portfolio Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch PRO-TAX RECRUITMENT LIMITED's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at PRO-TAX RECRUITMENT LIMITED. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at PRO-TAX RECRUITMENT LIMITED!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for PRO-TAX RECRUITMENT LIMITED.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within PRO-TAX RECRUITMENT LIMITED. It helps to show our commitment!
