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For Companies At a Glance
- Tasks: Manage a portfolio of private clients, providing tax compliance and advisory services.
- Company: Dynamic accountancy firm known for high-quality tax and consulting services.
- Benefits: Competitive salary, professional development, and opportunities for mentorship.
- Why this job: Join a growing team and make a real impact on clients' financial success.
- Qualifications: Experience in private client tax management and relevant professional qualifications required.
- Other info: Collaborative environment with strong career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
Overview
At RMT, we are a dynamic and forward-thinking accountancy firm, renowned for delivering high-quality tax and consulting services in addition to audits to privately owned companies.
Our clients are groups, often with an international structure. We partner with a diverse range of clients, helping them navigate complex financial management and compliance challenges. With a client-centric approach, we provide tailored solutions to meet their unique needs, building long-term relationships based on trust and expertise.
Due to organic growth and expansion as a result of ongoing acquisitions, we are seeking an experienced and dynamic Private Client Tax Manager to join our Private Client team. The ideal candidate will possess strong technical tax knowledge and be able to provide strategic commercial advice to clients on tax planning and risk management. The successful candidate will play a key role in managing client relationships, assisting and leading projects, and contributing to the growth of our private client tax practice. The role entails managing all day-to-day aspects of a portfolio of private clients and although focused on compliance responsibilities there will also be opportunities to be involved with leading and supporting on tax advisory work.
Department: Personal Tax
Location: Newcastle Upon Tyne
Key Responsibilities
- Management: Act as principal manager contact for a portfolio of clients within the Private Client Team, taking responsibility for the review process of all compliance work relating to the client’s affairs. This may well involve working with other teams and departments.
- Liaise with the Senior Management Team in connection with the management of your client portfolio and development of tax team members as regards productivity, recovery and billing targets and training and development.
- Support the development of team members at all levels including mentoring, assisting in training, undertaking personal development reviews and improving performance and efficiency where relevant.
- Provide timely feedback on work and performance matters.
- Developing new client relationships and assisting in business development opportunities generally.
- You will be competent in all levels of personal tax and able to identify and provide planning opportunities to our clients. In order to provide an overall holistic approach this will likely include working and co-ordinating with other teams and departments.
Tax Technical
- Provide ad hoc advisory services to clients. Areas of work focused on our HNWI and OMB clients may well include the following:
- Residence and domicile matters including for those coming to or leaving the UK and planning for clients as regards changes to the remittance basis and the new long term residence regime.
- Trust structuring, including the tax implications and benefits of different structures, both offshore and UK.
- International tax planning for clients with cross-border interests, including understanding and advising on double taxation treaties and foreign tax credits.
- Estate planning to minimise inheritance tax liabilities and ensure efficient wealth transfer.
- In conjunction with the client’s financial advisers, devise wealth management strategies for the preservation and growth of their wealth.
- Family business advisory, including tax efficient extraction, succession planning and governance structures.
Client Management
- Supporting the Senior Management Team in developing and maintaining strong relationships with clients, as trusted advisor, and being able to co-ordinate and deliver the required services.
Project Management
- Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients.
Team Leadership
- Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth.
Risk Management
- Identify and mitigate tax risks for clients, ensuring all work is both technically and ethically compliant having regard to professional standards.
Skills, Knowledge and Expertise
- Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm.
- Relevant professional qualifications (e.g., ACA, ACCA, CTA, or equivalent).
- Deep understanding of all tax law and regulations in relation to personal tax compliance, along with a track record in undertaking client advisory work.
- Strong experience in managing client relationships and leading projects.
- Commercial mindedness and managing the financial aspects of client service, such as the provision of fee quotes, monitoring budgets/recoveries and billing.
- Excellent analytical and problem-solving abilities, with a strategic mindset.
- Strong leadership skills, with experience in team development and mentoring.
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
- Proficiency in tax software (CCH) and tax research platforms (i.e. Croner-i/LexisNexis).
The Qualities You Bring
- You have an entrepreneurial mindset and enjoy identifying business opportunities.
- Strong communication skills, able to simplify complex tax issues for clients.
- Strong ethical standards and a commitment to maintaining confidentiality.
- You build strong networks and enjoy collaborating across teams and disciplines.
- You take pride in delivering high-quality work and exceeding client expectations.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales
- Industries: Accounting
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Private Client Tax Manager employer: RMT Accountants & Business Advisors Ltd
Contact Detail:
RMT Accountants & Business Advisors Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨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 professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. Think about how your skills align with their needs, especially in tax planning and client management. Show them you’re not just a fit for the role, but a perfect match for their team culture!
✨Follow Up
After an interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a simple gesture that keeps you on their radar and shows your enthusiasm for the role. Plus, it’s a great chance to reiterate why you’d be a fantastic addition to their team!
✨Utilise Our Website
Don’t forget to check out our website for job openings and resources tailored to help you land that dream job. We’ve got loads of tips and tools to support your job search journey, so make sure you take advantage of everything we offer!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Manager role. Highlight your tax knowledge, client management experience, and any relevant qualifications like ACA or CTA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for our team. Share specific examples of how you've successfully managed client relationships and provided strategic tax advice in the past.
Showcase Your Leadership Skills: Since this role involves mentoring and developing team members, be sure to mention any leadership experiences you have. We love seeing candidates who can inspire and guide others!
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 from our team.
How to prepare for a job interview at RMT Accountants & Business Advisors Ltd
✨Know Your Tax Stuff
Make sure you brush up on your technical tax knowledge, especially around personal tax compliance and advisory work. 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.
✨Client-Centric Mindset
Since RMT values strong client relationships, think of examples where you've built trust with clients or provided tailored solutions. Prepare to share how you approach client management and what strategies you use to ensure their needs are met effectively.
✨Show Your Leadership Skills
As a Private Client Tax Manager, you'll be expected to mentor and develop team members. Be prepared to discuss your leadership style and provide examples of how you've supported your team in achieving their goals, whether through training, feedback, or project management.
✨Be Ready for Scenario Questions
Expect questions that require you to think on your feet, such as how you'd handle a specific tax planning scenario or mitigate risks for a client. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and strategic mindset.
