At a Glance
- Tasks: Lead a team in managing complex tax portfolios and provide expert advice to high-net-worth clients.
- Company: Dynamic firm focused on private client taxation with a collaborative environment.
- Benefits: Competitive salary, professional development, and opportunities for mentorship.
- Why this job: Make a real impact by guiding clients through their tax challenges and developing your leadership skills.
- Qualifications: CTA qualified with experience in personal tax and team management.
- Other info: Join a supportive team that values growth and innovation in the tax sector.
The predicted salary is between 48000 - 72000 £ per year.
The Tax Manager plays a central leadership role within the Private Client Tax Department, balancing a high-quality portfolio of client-facing technical work with departmental oversight, workflow management, technical development of the team, and contribution to the wider strategic objectives of the firm. The role requires strong technical expertise, dependable management capability, excellent communication skills, and the ability to maintain consistent standards across the department.
Job Responsibilities
- Client-Facing Responsibilities
- Portfolio Management - Manage a portfolio of complex high-net-worth individuals, partnerships, trusts, estates, and other private client assignments.
- Prepare and review Self-Assessment tax returns, computations, supporting schedules, and related correspondence.
- Act as primary point of contact for long-standing and higher-value clients.
- Technical Advisory Work
- Provide high-level advice on Capital Gains Tax, Inheritance Tax, residence and domicile issues, trust planning, estate administration, and other personal tax matters.
- Review and sign off advisory reports prepared by junior and mid-level staff.
- Identify tax-planning opportunities.
- Manage client relationships professionally and efficiently.
- Conduct client meetings to discuss tax matters and planning opportunities.
- Participate in onboarding meetings for new clients.
- Oversee the P11D preparation process, ensuring accuracy and timeliness.
- Advise on employment-related benefits, PAYE matters, and compliance obligations.
Departmental and Indirect Responsibilities
- Compliance Cycle Oversight
- Oversee the entire private client tax return cycle for the firm.
- Set and manage departmental timetables, workflows, and milestones.
- Monitor overall progress and ensure effective resource allocation.
- Provide regular progress and risk updates to the partners.
- Contribute to Tax Team meetings.
- Maintain communication with partners on client-specific matters.
- Take responsibility for departmental billing and ensure timely billing.
- Manage billing for own portfolio and support the team.
People Leadership and Team Development
- Supervision and Review
- Review tax returns, letters, calculations, and advisory notes prepared by staff.
- Provide detailed feedback.
- Mentor junior members of the team.
- Assist in training needs assessments.
- Promote a positive working environment.
- Delegate tasks effectively.
- Ensure clear expectations and timely review of delegated work.
Practice Development and Internal Contribution
- Business Development
- Assist partners with opportunities for new business.
- Identify cross-selling opportunities.
- Contribute to review and improvement of departmental processes.
- Ensure the department remains efficient and compliant.
- Maintain awareness of UK tax legislation and HMRC guidance.
- Share updates with the Tax Team.
Professional Requirements
- CTA qualified with extensive post-qualification experience in private client taxation.
- Strong technical expertise across personal tax, CGT, IHT, trusts, estates, and partnerships.
- Experience supervising staff and managing workflows.
- Excellent written and verbal communication skills.
- High professionalism, confidentiality, and attention to detail.
Tax Manager in Oxford employer: Red King Resourcing
Contact Detail:
Red King Resourcing Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager in Oxford
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss Capital Gains Tax, Inheritance Tax, and other key areas mentioned in the job description. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your communication skills! As a Tax Manager, you’ll need to explain complex tax matters clearly to clients. Try doing mock interviews with friends or family to get comfortable articulating your thoughts.
✨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 connect directly with us.
We think you need these skills to ace Tax Manager in Oxford
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your technical expertise in personal tax, CGT, and IHT. We want to see how your experience aligns with the role, so don’t hold back on showcasing your skills!
Tailor Your Application: Customise your application to reflect the specific responsibilities mentioned in the job description. We love seeing candidates who take the time to connect their experience with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that are easy to read and get straight to the important stuff.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Red King Resourcing
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, CGT, IHT, and trusts before the interview. Be ready to discuss specific cases or scenarios where you've applied your expertise, as this will show your technical prowess and confidence in handling complex tax matters.
✨Showcase Your Leadership Skills
As a Tax Manager, you'll need to demonstrate your ability to lead and mentor a team. Prepare examples of how you've successfully managed workflows, delegated tasks, and provided feedback to junior staff. This will highlight your management capabilities and your commitment to team development.
✨Client Interaction is Key
Since client relationships are crucial in this role, think of instances where you've effectively managed client expectations or resolved issues. Be ready to discuss how you approach client meetings and ensure that you maintain professionalism while providing high-quality service.
✨Stay Updated on Legislation
Make sure you're aware of the latest UK tax legislation and HMRC guidance. Bring up any recent changes during your interview to show that you're proactive about staying informed. This will demonstrate your commitment to compliance and your ability to share valuable insights with your team.