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, annual salary reviews, and health plan.
- 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.
- 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.
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.
Private Client Tax Manager in Somerset employer: Pro-Tax
Join a highly respected Top 60 accountancy and advisory firm that values collaboration, professional growth, and employee well-being. With a hybrid working model, generous holiday allowances, and a commitment to diversity, this firm offers an enriching environment for Private Client Tax Managers in Bristol, Taunton, or Yeovil. Enjoy opportunities for career development while managing a diverse portfolio of clients and supporting junior colleagues in a supportive team culture.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Somerset
✨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 Private Client Tax Manager in Somerset
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 and/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. Mention your passion for client relationships and how you enjoy supporting junior colleagues in a collaborative environment.
Showcase Your Technical Skills:Since this role is compliance-focused, emphasise your technical excellence in personal tax. Provide examples of how you've maintained high standards and met deadlines in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on your knowledge of personal tax compliance and the specific requirements for private clients. Familiarise yourself with the latest regulations and best practices, as this will show your technical excellence and commitment to the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about times when you delivered excellent service or resolved issues effectively. This will demonstrate your ability to be a key point of contact for clients.
✨Highlight Your Team Spirit
Since this role involves supporting junior colleagues, be ready to discuss your experience in mentoring or training others. Share specific instances where you helped develop team members, showcasing your collaborative approach.
✨Be Organised and Efficient
Talk about your strategies for managing workflows and meeting deadlines. Provide examples of how you've handled multiple compliance cases simultaneously, ensuring accuracy and quality in your work. This will reflect your organisational skills and ability to thrive in a busy environment.
