At a Glance
- Tasks: Manage private client tax compliance cases and support junior team members.
- Company: Top 60 accountancy firm with a strong reputation and 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 growing team and make a real impact in personal tax management.
- Qualifications: ATT/CTA qualified with experience in Private Client or Personal Tax at Manager level.
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.
What next:
I am looking for an ambitious Private Client Tax Manager to join this growing team. Please get in touch for further details: Jenna.Johnson@pro-finance.co.uk / 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.
Hybrid Private Client Tax Manager — Great Benefits & Growth employer: Pro-Tax
Join a leading Top 60 accountancy and advisory firm that values its employees through a supportive work culture and ample growth opportunities. With a hybrid working model, generous holiday allowances, and a commitment to employee well-being, this firm fosters a collaborative environment where you can thrive as a Private Client Tax Manager in the vibrant South West region.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Private Client Tax Manager — Great Benefits & Growth
✨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. Understand their values and how they align with yours. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your interview skills with a friend or mentor. Get comfortable discussing your experience and how it relates to the Private Client Tax Manager role. The more you practice, the more confident you'll feel when it’s time to shine!
✨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 engage directly with us.
We think you need these skills to ace Hybrid Private Client Tax Manager — Great Benefits & Growth
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications like ATT or CTA, and showcase your experience in managing private client tax compliance cases.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for the Private Client Tax Manager role. Share specific examples of how you've managed client relationships and supported junior colleagues in the past.
Showcase Your Team Spirit:Since we value collaboration, emphasise your ability to work well in a team. Mention any experiences where you’ve successfully collaborated with colleagues or supported trainees, as this will resonate with our culture.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to private client tax compliance. Be ready to discuss specific cases you've managed and how you ensured accuracy in personal tax returns. This will show that you’re not just qualified, but also experienced and confident in your abilities.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong relationships with clients. Think about times when you went above and beyond to deliver excellent service. This is crucial for the role, so demonstrating your interpersonal skills will set you apart.
✨Team Player Vibes
Since this role involves supporting junior colleagues, be ready to talk about your experience in mentoring or training others. Share specific instances where you helped a team member grow or improve their work. This shows you’re collaborative and invested in the team's success.
✨Organise and Prioritise
Demonstrate your organisational skills by discussing how you manage multiple compliance cases and meet deadlines. You might want to share a time when you successfully juggled various tasks while maintaining high standards. This will highlight your ability to handle the demands of the role effectively.
