At a Glance
- Tasks: Manage a diverse personal tax portfolio and build strong client relationships.
- Company: A friendly, independent accountancy firm with a supportive team culture.
- Benefits: Competitive salary, flexible working, and parking available.
- Other info: Opportunity for career growth in a dynamic, non-corporate setting.
- Why this job: Enjoy genuine responsibility and make a real impact in a human-focused environment.
- Qualifications: Strong private client tax experience; CTA, ATT, ACA, or ACCA preferred.
The predicted salary is between 60000 - 70000 £ per year.
A growing independent accountancy firm in Camberley is looking for a Senior Private Client Tax Manager to take ownership of a varied personal tax portfolio and play a key role in the continued development of its tax function. This is a brilliant opportunity for someone who enjoys proper private client tax work, real client relationships and the feeling of being genuinely important to a firm, rather than being one name in a much larger department.
The firm has grown significantly over the last decade and has built a strong reputation for being friendly, practical and team-focused. It is the sort of environment where people support each other, get stuck in and take pride in doing things properly. No corporate nonsense, no hiding behind job titles, and no "that’s not my job" culture.
As Senior Private Client Tax Manager, you will take responsibility for an existing personal tax portfolio, working closely with directors and supporting the wider tax team. The role will include a mixture of compliance oversight, client advisory work, tax planning and relationship management.
- Personal tax portfolio management
- Tax planning for individuals and owner-managed businesses
- Capital gains tax
- Inheritance tax
- Residency advice
- Trusts and trust structuring
- Reviewing and delegating work to junior team members
- Speaking with inbound enquiries and referrals
- Quoting for work and helping convert new opportunities
The firm is open on level and could consider someone stepping up into the role, as well as an established Senior Private Client Tax Manager looking for a better local opportunity. CTA would be helpful, particularly for more technical advisory work, but strong private client tax experience is the most important thing. You might be CTA, ATT, ACA, ACCA or qualified by experience, provided you can bring the right practical knowledge and confidence with clients.
This role would suit someone who wants more ownership, more visibility and a sensible working environment. The firm offers one day working from home as standard for qualified staff, with potential flexibility for the right senior-level person. There is also parking available for this role.
If you are an experienced private client tax professional looking for a role closer to home, with genuine responsibility and a firm that still feels human, this is well worth a conversation.
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.
Senior Private Client Tax Manager - Camberley employer: Pro-Tax
This growing independent accountancy firm in Camberley offers a supportive and team-focused work culture, where employees are valued as individuals rather than just numbers. With a strong emphasis on personal client relationships and professional development, the firm provides opportunities for ownership and visibility in your role, alongside flexible working arrangements and a commitment to diversity and inclusion. If you seek a meaningful career in private client tax with a friendly atmosphere, this is an excellent place to grow your expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager - Camberley
✨Tip Number 1
Network like a pro! Reach out to your contacts 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 firm thoroughly. Understand their values, recent achievements, and the specifics of the Senior Private Client Tax Manager role. This will help you tailor your responses and show that you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role and what unique skills you bring to the table. Confidence is key, so rehearse until it feels natural.
✨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 Senior Private Client Tax Manager - Camberley
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your passion for private client tax work and how you connect with clients.
Tailor Your CV:Make sure your CV is tailored to the role. Highlight your experience in managing personal tax portfolios and any relevant qualifications like CTA or ACA. We love seeing how your background aligns with what we’re looking for!
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and focus on your key achievements and skills that relate to the Senior Private Client Tax Manager role.
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’re considered for this fantastic opportunity in a friendly, supportive environment.
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations, especially around capital gains and inheritance tax. The firm is looking for someone with solid private client tax experience, so be ready to discuss your knowledge and how you've applied it in real situations.
✨Show Your People Skills
This role is all about building relationships, so think of examples where you've successfully managed client relationships or worked as part of a team. Be prepared to share how you’ve supported junior team members and contributed to a friendly, practical work environment.
✨Demonstrate Ownership
The firm values individuals who take ownership of their work. Prepare to talk about times when you've taken charge of a project or portfolio, and how you ensured everything was done properly. Highlight your ability to manage a personal tax portfolio effectively.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's culture and how they support their staff. This shows you're genuinely interested in being part of their team-focused environment. It’s also a great way to gauge if this is the right fit for you!
