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 career development.
- Why this job: Join a growing team and make a real impact in personal tax.
- Qualifications: ATT and/or CTA qualified with experience in Private Client 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 Taunton 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 allowance, 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 making a meaningful impact on client relationships in a supportive team culture.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Taunton
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to former colleagues or classmates. You never know who might have a lead on your next Private Client Tax Manager role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience in managing compliance work and supporting junior colleagues. Share specific examples of how you've maintained high technical standards and delivered excellent client service.
✨Ace the Interview
Prepare for interviews by researching the firm and understanding their values. Be ready to discuss how your collaborative approach fits into their team culture. Practice common interview questions and think about how you can demonstrate your organisational skills and client relationship expertise.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success in the Private Client Tax space.
We think you need these skills to ace Private Client Tax Manager in Taunton
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. We want to see how you fit into our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how your skills align with our needs. Don’t forget to mention your collaborative approach and experience supporting junior colleagues.
Showcase Your Technical Skills:Since this role is compliance-focused, be sure to highlight your technical expertise in reviewing personal tax returns and ensuring accuracy. We love seeing candidates who can demonstrate their commitment to maintaining high standards.
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 from our team!
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 the challenges you've faced. This will show that you're not just qualified, but also experienced and capable.
✨Showcase Your Client Relationship Skills
Since this role involves managing client relationships, think of examples where you've delivered excellent service. Prepare to talk about how you've handled difficult situations or built rapport with clients, as this will highlight your interpersonal skills.
✨Be a Team Player
Emphasise your collaborative approach during the interview. Share experiences where you've supported junior colleagues or worked closely with senior leadership. This will demonstrate that you value teamwork and are ready to contribute to a positive work environment.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the firm's approach to professional development, or how they handle compliance challenges. It shows your genuine interest in the role and the company.
