At a Glance
- Tasks: Manage a diverse portfolio of private client tax cases and provide tailored advice.
- Company: Join a top 20 accountancy firm known for its supportive and inclusive culture.
- Benefits: Enjoy flexible hybrid working, health cash plans, and opportunities for professional development.
- Other info: Strong focus on employee wellbeing and clear career progression opportunities.
- Why this job: Make a real impact by helping clients navigate complex tax matters with confidence.
- Qualifications: Proven experience in tax compliance and advisory; ATT or CTA qualified.
The predicted salary is between 50000 - 60000 £ per year.
Are you a tax professional ready to take the next step in your career within a supportive and forward-thinking environment? This is an excellent opportunity to join a well-established and highly regarded accountancy Top 20 firm, where you'll work within a dynamic tax team delivering high-quality compliance and advisory services. You'll support a varied portfolio of personal tax clients, including trusts and high-net-worth individuals, helping them navigate complex tax matters with confidence.
What's great about this Private Client Tax Manager role?
- Work with an interesting and diverse client base
- Benefit from a supportive and inclusive culture
- Flexible hybrid working
- Clear opportunities for career progression and professional development
- Strong focus on employee wellbeing and work-life balance
- Option to buy additional holidays
- Health cash plan + virtual GP access
- Mental health support & wellbeing resources
- Cycle to work scheme & gym discounts
Your role as a Private Client Tax Manager:
- Managing a portfolio of private client cases, including trusts and HNW individuals.
- Drafting reports and correspondence covering areas such as IHT planning, residence, and domicile.
- Meeting with clients to understand their tax planning needs and provide tailored advice.
- Delivering CGT advice on property, shares, and other assets for both UK and non-UK residents.
- Reviewing work completed by junior team members and supporting their development.
- Overseeing compliance services, including preparation and review of self-assessment tax returns.
- Identifying opportunities to introduce clients to other specialist services within the firm.
- Maintaining accurate client records and handling queries confidently.
- Liaising with HMRC, solicitors, and other professional bodies to ensure excellent client service.
What you'll need to succeed:
- Proven experience in a mixed tax compliance and advisory role.
- ATT or CTA qualified (or equivalent) with strong up-to-date technical knowledge.
- Solid understanding of current tax regulations and compliance standards.
- Highly organised with strong time management skills.
- Professional, discreet, and confident in building client relationships.
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 employer: PRO-TAX RECRUITMENT LIMITED
Join a leading Top 20 accountancy firm in Exeter as a Private Client Tax Manager, where you'll thrive in a supportive and inclusive culture that prioritises employee wellbeing and work-life balance. With flexible hybrid working options, clear pathways for career progression, and a diverse client portfolio, this role offers not just a job, but a meaningful career in tax advisory services. Enjoy unique benefits like a health cash plan, mental health support, and opportunities for professional development while making a real impact on clients' financial futures.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and the specific challenges they face in private client tax. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the needs of the firm. Highlight your skills in managing portfolios and delivering tailored advice to high-net-worth individuals.
✨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 Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your tax compliance and advisory experience, especially with high-net-worth individuals and trusts.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've navigated complex tax matters and supported clients in the past.
Showcase Your Qualifications:Don’t forget to mention your ATT or CTA qualifications! We want to see your strong technical knowledge and understanding of current tax regulations right from the start.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you're up to date with the latest tax regulations and compliance standards. Brush up on topics like IHT planning, residence, and domicile, as these are likely to come up in your interview. Being able to discuss these confidently will show that you’re the right fit for the Private Client Tax Manager role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific instances where you provided tailored advice or navigated complex tax matters. This will demonstrate your ability to build trust and rapport with high-net-worth individuals and trusts.
✨Be Organised and Time-Savvy
As a Private Client Tax Manager, strong organisational skills are key. Be ready to discuss how you manage your workload and prioritise tasks effectively. You might even want to share tools or methods you use to stay organised, as this will highlight your time management skills.
✨Engage with the Team Spirit
This role involves overseeing junior team members, so be prepared to talk about your experience in mentoring or supporting others. Highlight your collaborative approach and how you contribute to a supportive team culture. This will resonate well with the firm’s focus on employee wellbeing and development.
