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 leading a talented team.
- Qualifications: CTA qualified with strong expertise in personal tax and experience in team management.
- Other info: Join a supportive team that values professional growth and innovation.
The predicted salary is between 43200 - 72000 Β£ 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.
- Client Interaction - Manage client relationships professionally and efficiently. Conduct client meetings to discuss tax matters and planning opportunities. Participate in onboarding meetings for new clients.
- P11D and Employment-Related Compliance - Oversee the P11D preparation process, ensuring accuracy and timeliness. Advise on employment-related benefits, PAYE matters, and compliance obligations.
- 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.
- Departmental Communication and Reporting - Provide regular progress and risk updates to the partners. Contribute to Tax Team meetings. Maintain communication with partners on client-specific matters.
- Billing and Financial Management - Take responsibility for departmental billing and ensure timely billing. Manage billing for own portfolio and support the team.
- Supervision and Review - Review tax returns, letters, calculations, and advisory notes prepared by staff. Provide detailed feedback.
- Mentoring and Staff Development - Mentor junior members of the team. Assist in training needs assessments. Promote a positive working environment.
- Delegation and Workflow Management - Delegate tasks effectively. Ensure clear expectations and timely review of delegated work.
- Business Development - Assist partners with opportunities for new business. Identify cross-selling opportunities.
- Internal Process Improvement - Contribute to review and improvement of departmental processes. Ensure the department remains efficient and compliant.
- Technical and Legislative Awareness - 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.
If you are a passionate Tax Manager in the Reading area looking for a new role, please get in touch with Maddie Platt to find out more.
Tax Manager in Reading employer: Red King Resourcing
Contact Detail:
Red King Resourcing Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Tax Manager in Reading
β¨Tip Number 1
Network like a pro! Reach out to your connections in the tax field and let them know you're on the lookout for a Tax Manager role. You never know who might have the inside scoop on an opportunity thatβs not even advertised yet.
β¨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client management skills. Think about real-life scenarios where you've successfully managed complex tax issues or client relationships, as these will come in handy during those tricky interview questions.
β¨Tip Number 3
Donβt just apply anywhere; focus on firms that align with your values and expertise. Use our website to find roles that match your skills in private client taxation, and tailor your approach to each companyβs culture and needs.
β¨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in the interviewer's mind as they make their decision.
We think you need these skills to ace Tax Manager in Reading
Some tips for your application π«‘
Tailor Your CV: Make sure your CV is tailored to the Tax Manager role. Highlight your experience with high-net-worth individuals and your technical expertise in personal tax matters. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that relate to client management and departmental oversight, as these are key aspects of the role.
Showcase Your Communication Skills: Since excellent communication is crucial for this role, make sure your application reflects that. Use clear and concise language, and donβt forget to proofread for any errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining StudySmarter!
How to prepare for a job interview at Red King Resourcing
β¨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 depth of understanding and practical experience.
β¨Showcase Your Leadership Skills
Since the role involves managing a team, be prepared to share examples of how you've successfully supervised staff and managed workflows in the past. Highlight any mentoring experiences and how you've contributed to team development.
β¨Client Interaction is Key
Demonstrate your ability to manage client relationships effectively. Think of instances where you've conducted client meetings or provided high-level advice, and be ready to discuss how you handle complex client queries and maintain professionalism.
β¨Stay Updated on Legislation
Make sure you're aware of the latest UK tax legislation and HMRC guidance. Being able to discuss recent changes and their implications during the interview will show that you're proactive and committed to staying informed in your field.