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- Tasks: Manage a diverse portfolio of private clients, trusts, and estates while delivering advisory services.
- Company: Established independent accountancy firm in Brighton with a supportive culture.
- Benefits: Competitive salary, hybrid working, and clear progression opportunities.
- Why this job: Join a growing team and shape your career towards Director/Partner level.
- Qualifications: ATT/CTA qualified or ACA/ACCA with relevant tax experience.
- Other info: Opportunity to develop business relationships and contribute to firm growth.
The predicted salary is between 60000 - 80000 £ per year.
A well established, independent accountancy firm in Brighton is looking to appoint an ambitious Private Client Tax Manager or Director to join our growing team. This is an excellent opportunity for an experienced tax professional who is looking to take the next step in their career within a supportive and forward-thinking practice.
The role would suit someone with strong personal tax experience, ideally ATT and/or CTA qualified, although we would also consider ACA/ACCA qualified individuals with relevant tax exposure and a genuine desire to specialise further in private client work. This is more than a compliance-focused position. Alongside managing a varied portfolio of private clients, trusts and estates, you will play an active role in delivering advisory work, developing long-term client relationships, identifying opportunities to add value, and supporting the continued growth of the firm. It is an ideal opportunity for someone who is motivated by a clear route towards Director/Partner level.
Key Responsibilities- Managing a portfolio of private clients, trusts and estates, ensuring a high standard of client service at all times
- Reviewing and preparing:
- Self-assessment tax returns
- Partnership tax returns
- Capital gains tax returns
- Trust and estate tax returns
- Annual trust accounts
As part of this role, you will also be encouraged to contribute beyond the core compliance work by:
- Building strong, long-term relationships with clients and becoming a key point of contact
- Identifying advisory opportunities across the portfolio, including tax planning, succession planning and wider private client matters
- Supporting the Directors with new business activity and helping convert opportunities into ongoing client relationships
- Networking with local professional contacts, intermediaries and referrers to raise your profile and that of the firm
- Contributing to the firm’s growth strategy through business development, cross-selling and spotting opportunities to add value to existing clients
- Playing an active role in shaping your own progression, with the opportunity to develop towards a Director/Partner position
We are looking for someone who is technically capable, commercially minded and keen to build a long-term career in private client tax. You will ideally have:
- ATT and/or CTA qualification, or ACA/ACCA with relevant private client tax experience
- Experience managing a portfolio of personal tax and/or trust clients within practice
- Strong technical knowledge across private client tax compliance, with exposure to advisory work an advantage
- Excellent communication skills, both written and verbal
- A proactive and client-focused approach
- The ability to build credibility with clients and colleagues alike
- Commercial awareness and an interest in developing business relationships
- Ambition to progress your career and take on increasing responsibility over time
Extremely competitive salary. Hybrid working, with up to 2 days per week from home following probation. A genuine opportunity to broaden your advisory exposure. Clear progression potential within a growing firm for someone aspiring to Director/Partner level.
Private Client Tax Manager/Director employer: ProTalent
Contact Detail:
ProTalent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager/Director
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join professional groups, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your personal tax experience and any advisory work you've done. This is your moment to shine and demonstrate how you can add value to their firm.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for roles to pop up on job boards. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest. You never know when a perfect opportunity might arise!
✨Tip Number 4
Prepare for interviews by researching the firm and its clients. Understand their needs and think about how you can contribute to their growth. Tailor your questions and answers to show you’re not just looking for any job, but the right fit for both you and them.
We think you need these skills to ace Private Client Tax Manager/Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager/Director role. Highlight your personal tax experience and any relevant qualifications like ATT, CTA, ACA, or ACCA. We want to see how you can add value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background makes you a great fit for our firm. Don’t forget to mention your ambition to progress towards Director/Partner level – we love seeing that drive!
Showcase Your Advisory Skills: Since this role isn’t just about compliance, make sure to highlight any advisory work you've done. Talk about how you've built long-term client relationships and identified planning opportunities. We’re looking for someone who can think outside the box and contribute to our growth strategy!
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 don’t miss out on any important updates. Plus, it shows you’re keen to join our forward-thinking practice!
How to prepare for a job interview at ProTalent
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around self-assessment and capital gains tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.
✨Show Your Advisory Skills
This role isn't just about compliance; it's about adding value through advisory work. Prepare examples of how you've identified planning opportunities for clients in the past. Think about how you can demonstrate your proactive approach to client relationships and your ability to deliver practical solutions.
✨Build Rapport with Interviewers
Since this position involves managing client relationships, it's crucial to showcase your communication skills during the interview. Practice engaging with your interviewers as if they were clients, demonstrating your ability to build credibility and trust. A friendly, approachable demeanour can go a long way!
✨Highlight Your Ambition
The firm is looking for someone who wants to progress towards a Director/Partner level. Be clear about your career aspirations and how this role fits into your long-term goals. Discuss any steps you've already taken to develop your skills and how you plan to contribute to the firm's growth strategy.