Private Client Tax Manager

Private Client Tax Manager

Newcastle upon Tyne Full-Time 36000 - 60000 ÂŁ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of private clients and provide strategic tax advice.
  • Company: Join RMT Accountants, a dynamic firm known for high-quality tax services.
  • Benefits: Full-time role with opportunities for professional growth and development.
  • Why this job: Make a real impact by helping clients navigate complex tax challenges.
  • Qualifications: Experience in private client tax management and relevant professional qualifications required.
  • Other info: Collaborative environment with strong focus on team development and client relationships.

The predicted salary is between 36000 - 60000 ÂŁ per year.

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.

Key Responsibilities

  • 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.
  • 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.
  • Provide ad hoc advisory services to clients.
  • Manage the successful delivery of all aspects of the personal tax compliance function for a portfolio of clients.
  • Mentor and develop the Private Client Tax team, ensuring high standards of performance and professional growth.
  • 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

Private Client Tax Manager employer: RMT Accountants & Business Advisors Ltd

At RMT Accountants & Business Advisors Ltd, we pride ourselves on being a dynamic and forward-thinking accountancy firm that values its employees and fosters a collaborative work culture. Located in Newcastle Upon Tyne, we offer our team members exceptional growth opportunities through mentoring and professional development, while also encouraging a client-centric approach that allows for meaningful engagement with diverse clients. Join us to be part of a supportive environment where your expertise is valued, and you can make a real impact in the world of private client tax management.
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Contact Detail:

RMT Accountants & Business Advisors Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Manager

✨Tip Number 1

Network like a pro! Attend industry events, webinars, or local meetups to connect with professionals in the accounting and tax field. You never know who might have a lead on your dream job at RMT!

✨Tip Number 2

Show off your expertise! Prepare a few case studies or examples of your past work that highlight your skills in tax planning and client management. This will help you stand out during interviews and discussions.

✨Tip Number 3

Be proactive! Reach out to current employees at RMT through LinkedIn. Ask them about their experiences and any tips they might have for applying. A personal connection can make all the difference!

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the RMT team.

We think you need these skills to ace Private Client Tax Manager

Technical Tax Knowledge
Client Relationship Management
Tax Planning
Risk Management
Project Management
Team Leadership
Advisory Services
Estate Planning
International Tax Planning
Trust Structuring
Analytical Skills
Problem-Solving Skills
Communication Skills
Proficiency in Tax Software (CCH)
Mentoring and Development

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 RMT. 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 want to see how you can contribute to our team's growth and success.

Apply Through Our Website: For the best chance of success, apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves!

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 services. 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.

✨Showcase Your Client Management Skills

Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you acted as a trusted advisor and how you managed client expectations. This is crucial for the role, so be ready to highlight your interpersonal skills.

✨Demonstrate Leadership Experience

Since the role involves mentoring and developing team members, come prepared with examples of how you've led teams or projects. Discuss your approach to training and performance reviews, and how you've contributed to the growth of your colleagues in previous roles.

✨Be Ready for Scenario Questions

Expect to face scenario-based questions that test your problem-solving abilities and strategic mindset. Think through potential tax planning opportunities or risk management strategies you might suggest to clients, particularly those with international interests or complex structures.

Private Client Tax Manager
RMT Accountants & Business Advisors Ltd
Location: Newcastle upon Tyne
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