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.
Private Client Tax Manager in Yeovil 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 advancement while being part of a supportive team dedicated to maintaining technical excellence and delivering exceptional client service.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Yeovil
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your experience aligns with their needs, especially in managing client relationships and compliance work.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and eager to join our team!
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. 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 keep track of all the amazing talent out there. Let’s get started on this journey together!
How to prepare for a job interview at Pro-Tax
✨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 genuinely engaged with 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 to discuss your experience in mentoring or training others. Share stories that illustrate your collaborative approach and how you’ve contributed to a positive team environment.
✨Be Organised and Efficient
Given the importance of meeting deadlines and managing workflows, be prepared to talk about your organisational strategies. Discuss tools or methods you use to keep track of tasks and ensure timely delivery of work, which is crucial in a compliance-focused role.
