At a Glance
- Tasks: Lead personal tax compliance and advisory work while mentoring a dynamic team.
- Company: Top-tier accountancy firm with a focus on growth and innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Inclusive workplace that values diversity and personal development.
- Why this job: Make a real impact by advising high net worth clients and driving team success.
- Qualifications: CTA qualified or equivalent experience in personal tax and team management.
The predicted salary is between 55000 - 65000 £ per year.
This leading, ambitious top-tier accountancy firm are looking to hire a Private Client Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax compliance and advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day-to-day delivery of private client services across a diverse portfolio of individual clients.
We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.
Responsibilities- Provide support to partners and directors in the effective running of the team.
- Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income.
- Driving the delivery of technical advisory work on the portfolio.
- Dealing with one off advisory and compliance assignments.
- A key point of contact for the client.
- Dealing with partnerships and high net worth individuals.
- Overseeing the UK tax return filling process for a broad variety of clients.
- Monitoring team progress against targets.
- Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff.
- Monitor progress and encourage the personal development of all team members.
- Ability to produce written work to a high standard.
- Make suggestions and implement changes in order to improve efficiency within the team.
The candidate should have strong experience in personal tax which should ideally include the following areas:
- Technical expertise: CTA Qualified, or other professional qualification with demonstrable relevant experience.
- Advanced understanding of core private client tax issues, including personal tax anti-avoidance legislation.
- Confidently interacts with HMRC regarding complex issues on behalf of clients.
- Delivers advice confidently in transactional, litigious, or confrontational circumstances.
- Reporting on tax and other implications of incorporation of self-employment and businesses.
- Experience in Self-Assessment and preparation of tax computations.
- Demonstrable experience of report writing and ad hoc advisory work.
- Previous supervisory and management experience including reviewing the work of others.
Private Client Tax Manager - Reading employer: PRO-TAX RECRUITMENT LIMITED
Join a leading top-tier accountancy firm in Reading, where you will thrive in a dynamic work culture that values collaboration and innovation. With a strong commitment to employee development, you will have access to mentoring opportunities and technical training, ensuring your growth within the private client tax sector. Enjoy a diverse portfolio of clients while being part of a supportive team that encourages efficiency and personal development.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Reading
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in personal tax and your ability to manage a team. They want to see how you can drive the delivery of their private client services.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss complex tax issues and how you've handled them in the past. Confidence is key, so practice articulating your thoughts clearly.
✨Tip Number 4
Don't forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Private Client Tax Manager - Reading
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Private Client Tax Manager role. Highlight your experience in personal tax and any relevant qualifications, like being CTA qualified. We want to see how your skills match what we're looking for!
Show Off Your Writing Skills:Since this role involves a lot of report writing, it's crucial to demonstrate your written communication skills. Use clear, concise language in your application and provide examples of your previous written work if possible. We love a good writer!
Be Personable:This position requires you to interact with clients and manage a team, so let your personality shine through! Share experiences that showcase your ability to build relationships and mentor others. We’re all about teamwork and collaboration here at StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy to do!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around anti-avoidance legislation and self-assessment. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Leadership Skills
Since the role involves overseeing a team, be prepared to share examples of how you've mentored junior staff or improved team processes in the past. Highlight any experience you have in appraising staff and encouraging their development.
✨Prepare for Client Interactions
As a key point of contact for clients, practice how you'll communicate complex tax advice clearly and confidently. Think about how you would handle difficult conversations or disputes with HMRC and be ready to share those experiences.
✨Bring Ideas for Improvement
The firm is looking for someone who can suggest improvements to internal processes. Come to the interview with a few ideas on how you could enhance efficiency within the team, based on your previous experiences.
