At a Glance
- Tasks: Manage private client tax compliance cases and support junior team members.
- Company: Top 60 accountancy and advisory firm with a collaborative culture.
- Benefits: Hybrid working, 25+ days holiday, health plan, and annual salary reviews.
- Other info: Diverse workplace committed to inclusivity and professional growth.
- Why this job: Join a respected firm and make a real impact in personal tax management.
- Qualifications: ATT/CTA qualified with experience in Private Client or Personal Tax.
The predicted salary is between 55000 - 65000 £ per year.
An established and highly respected Top 60 accountancy and advisory firm is seeking a Private Client Tax Manager to join its growing Personal Tax team. With offices across the South West, this opportunity is available in Bristol, Taunton or Yeovil.
This is a predominantly compliance-focused role, ideal for an experienced Private Client Tax professional who enjoys managing client relationships, maintaining technical excellence, and supporting junior colleagues within a collaborative environment.
What’s great about this Private Client Tax Manager role?
- Hybrid working model
- Minimum 25 days holiday plus bank holidays (option to buy and sell annual leave)
- Annual salary reviews
- Medicash health plan
- Volunteering day each year
- Cinema and gym discounts
- Private medical insurance options
Your role as a Private Client Tax Manager:
- Managing a portfolio of private client tax compliance cases.
- Reviewing personal tax returns for accuracy and technical quality.
- Acting as a key point of contact for clients, delivering excellent service.
- Supporting and developing trainees and junior team members.
- Collaborating with senior leadership and colleagues across the tax team.
- Ensuring deadlines are met and workflows are managed efficiently.
- Providing occasional support on advisory projects where appropriate.
What you'll need to succeed:
- Be ATT and/or CTA qualified.
- Have experience working within Private Client or Personal Tax at Manager level.
- Enjoy managing compliance work and maintaining high technical standards.
- Be a strong team player with a collaborative approach.
- Have experience reviewing work and supporting junior colleagues.
- Possess excellent organisational and client relationship skills.
- Demonstrate a professional and thoughtful approach to service delivery.
For further details, please contact Jenna Johnson at Jenna.Johnson@pro-finance.co.uk or 07979027390.
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 in Yeovil employer: PRO-TAX RECRUITMENT LIMITED
Join a highly respected Top 60 accountancy and advisory firm that values collaboration and professional growth. With a hybrid working model, generous holiday allowance, and a commitment to employee well-being through health plans and discounts, this is an excellent opportunity for a Private Client Tax Manager to thrive in a supportive environment. The firm fosters a culture of inclusivity and development, making it an ideal place for those seeking meaningful and rewarding employment in the South West.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Yeovil
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and join relevant online groups. 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 company and its culture. Tailor your answers to show how your experience aligns with their values and needs. Practise common interview questions so you can respond confidently and authentically.
✨Tip Number 3
Follow up after interviews! A simple thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your interest in the role and highlight any key points from your conversation.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client Tax Manager in Yeovil
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience in managing compliance work and client relationships, as well as any relevant qualifications like ATT or CTA.
Craft a Compelling Cover Letter:Your cover letter should reflect your passion for personal tax and your collaborative approach. Use it to showcase how you can support junior colleagues and maintain high technical standards.
Showcase Your Achievements:Don’t just list your responsibilities; highlight specific achievements in your previous roles. This could be successful projects, improvements in client satisfaction, or mentoring experiences that demonstrate your leadership skills.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and compliance requirements relevant to private clients. Being able to discuss recent changes or trends in personal tax will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you delivered excellent service or resolved issues effectively. This will demonstrate your ability to be a key point of contact for clients.
✨Highlight Team Collaboration
Since this role involves supporting junior colleagues, come ready with examples of how you've mentored or developed team members. Discussing your collaborative approach will resonate well with the interviewers, as they value teamwork highly.
✨Be Organised and Punctual
Demonstrate your organisational skills by being punctual and prepared for the interview. Bring any necessary documents, and have questions ready to ask about the role and the company. This shows that you respect their time and are serious about the opportunity.
