At a Glance
- Tasks: Manage personal tax compliance for high net worth clients and lead junior team members.
- Company: Integrated professional services group offering wealth management, tax, and legal advice.
- Benefits: Competitive salary, hybrid working, and opportunities for advisory projects.
- Other info: Great career growth potential and a collaborative work environment.
- Why this job: Join a dynamic team and make a real impact on HNW client relationships.
- Qualifications: CTA qualified or part-qualified with at least five years in personal tax.
The predicted salary is between 51750 - 63250 £ per year.
Location: West Sussex (hybrid)
Salary: Competitive, depending on experience
Contract: Permanent, full time
Focus: Personal tax compliance for HNW clients
If you enjoy the technical side of personal tax, know your way around a complex HNW return, and get a kick out of bringing juniors on, this one is worth a look.
ABOUT THE FIRM
My client is an integrated professional services group that brings wealth management, tax and legal advice together under one roof. You won't be working in a tax silo. You'll sit alongside wealth planners and lawyers who look after the same families, so the advice is joined up and clients tend to stay for the long haul.
THE ROLE
This is a compliance-led Tax Manager role with your own portfolio of high net worth clients. You'll review and manage returns, keep a firm grip on deadlines, and be the person HMRC deals with when something needs sorting. There's some advisory project work too, but the heart of the job is making sure complex compliance is done properly and clients get excellent service.
WHAT YOU'LL BE DOING
- Managing a portfolio of HNW personal tax clients and owning those relationships
- Reviewing returns to a high standard and spotting the issues others might miss
- Leading on HMRC correspondence and enquiries
- Developing junior team members through review, feedback and coaching
- Working closely with the wealth team on shared clients
- Picking up ad hoc advisory projects alongside senior management
- Keeping an eye on time, billing and recovery across your portfolio
WHO THIS WILL SUIT
- CTA qualified or part-qualified, plus ATT
- At least five years in personal tax, ideally with HNW clients
- Confident reviewing complex returns and running your own client list
- Able to explain technical points clearly, to clients and juniors alike
- CCH experience is a bonus, as is an interest in AI-enabled tax tools
WHY IT'S WORTH A CONVERSATION
- Hybrid working, so you can balance office time with focused days at home
- A multi-disciplinary setup, so your clients get joined-up advice and you get broader exposure
- A role that values your review and people skills as much as your technical knowledge
- A route into advisory work alongside the compliance
The firm is expecting a strong response and may close the vacancy early. If this sounds like you, drop me a line for a confidential chat sooner rather than later.
Lydia Sinclair, ProTalent
Personal Tax Manager - HNW Clients in Worthing employer: ProTalent
Join a dynamic independent accountancy practice in the heart of Eastbourne, where you will gain comprehensive experience across various accounting functions while receiving full study support for your professional qualifications. Our supportive work culture encourages personal growth and client interaction from day one, making it an ideal environment for those looking to advance their careers in accountancy. With competitive starting salaries and a commitment to your development, this role offers a unique opportunity to take ownership of your work and thrive in a collaborative team setting.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - HNW Clients in Worthing
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as ProTalent, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Personal Tax Manager - HNW Clients in Worthing
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch ProTalent's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at ProTalent. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at ProTalent!
How to prepare for a job interview at ProTalent
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for ProTalent.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within ProTalent. It helps to show our commitment!
