At a Glance
- Tasks: Lead tax advisory and compliance for a diverse portfolio of private clients.
- Company: Join a respected accountancy firm known for its friendly culture and high-quality client base.
- Benefits: Enjoy competitive salary, flexible working options, and clear progression opportunities.
- Why this job: Make a real impact in shaping client strategies while developing your leadership skills.
- Qualifications: Significant personal tax experience, ideally in practice, with strong client relationship skills.
- Other info: Hybrid working available; supportive and collaborative team environment.
The predicted salary is between 43200 - 72000 £ per year.
Location: East Hants | Salary: Competitive + Benefits | Full-Time, Permanent (Open to part-time)
Are you an experienced tax professional ready to take the next step in your career? I'm recruiting on behalf of a highly regarded and friendly accountancy firm seeking a Senior Tax Manager to lead advisory and compliance services across a significant and diverse private client portfolio.
The Role
This is a senior client-facing position with responsibility for overseeing a portfolio of approximately 900 private tax clients, including high-net-worth individuals, company directors, trusts, estates, and partnerships. Working closely with the Partners, you will manage a wide range of tax planning assignments and support the development and expansion of the firm's tax services.
Key Responsibilities
- Oversee compliance for a wide-ranging client portfolio, with support from the wider tax team.
- Provide technical leadership on tax planning projects, particularly for HNWIs, trusts, estates, and directors.
- Ensure timely and accurate submission of tax returns, monitoring deadlines and advising clients of key obligations and changes in legislation.
- Maintain high-quality compliance and advisory files, with clear working papers for Partner review.
- Manage and plan workloads for yourself and team members, proactively identifying bottlenecks and keeping Partners informed.
- Build strong relationships with clients through proactive and responsive communication.
- Remain up to date with relevant tax developments and legislation, feeding insights back into the team and wider firm.
- Identify new planning opportunities and contribute to wider business development efforts.
- Lead or contribute to ad hoc technical projects as required by the Partners.
What We're Looking For
- Significant experience in personal tax, ideally gained in a practice environment.
- Demonstrated leadership in managing both compliance and advisory tax work.
- Comfortable with technical issues relating to high-net-worth individuals, trusts, and partnerships.
- CTA qualified (preferred) or qualified by experience with a strong track record in tax.
- Strong commercial awareness and the ability to develop trusted client relationships.
- Excellent time management, organisation, and people management skills.
- A broad understanding of accountancy principles is beneficial.
Why Apply?
- Join a respected and growing firm with a high-quality client base.
- Enjoy real responsibility and visibility with Partners from day one.
- Play a key role in shaping client strategy and driving team development.
- Clear progression opportunities for those with ambition and drive.
- Hybrid/flexible working options depending on the firm.
- Supportive, collaborative, and friendly culture.
Ready to lead and shape the future of a well-established private client tax team?
Senior Tax Manager employer: Robert Half
Contact Detail:
Robert Half Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals. Attend relevant seminars or workshops to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest tax legislation and trends that affect private clients. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed tax compliance and advisory projects in the past. Highlight your leadership skills and ability to build strong client relationships, as these are key aspects of the Senior Tax Manager role.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their client base, values, and recent developments. This will allow you to tailor your responses and show how your experience aligns with their needs and culture.
We think you need these skills to ace Senior Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your significant experience in personal tax, especially in a practice environment. Emphasise your leadership skills and any relevant qualifications, such as CTA, to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the firm. Mention specific experiences where you've successfully managed compliance and advisory tax work, particularly for high-net-worth individuals and trusts.
Highlight Technical Expertise: In your application, clearly outline your technical knowledge related to tax planning projects. Provide examples of how you've kept up to date with tax developments and legislation, and how you've applied this knowledge in your previous roles.
Showcase Relationship Management Skills: Demonstrate your ability to build strong client relationships in your application. Include examples of proactive communication and how you've contributed to business development efforts in past positions.
How to prepare for a job interview at Robert Half
✨Showcase Your Technical Expertise
As a Senior Tax Manager, you'll need to demonstrate your deep understanding of personal tax, especially for high-net-worth individuals and trusts. Be prepared to discuss specific tax planning projects you've led and the outcomes achieved.
✨Emphasise Leadership Skills
This role requires strong leadership in managing compliance and advisory work. Share examples of how you've successfully managed teams, identified bottlenecks, and ensured timely submissions of tax returns.
✨Build Rapport with Clients
Client relationships are key in this position. Prepare to discuss how you've built and maintained strong client relationships through proactive communication and responsiveness, particularly with high-net-worth clients.
✨Stay Updated on Tax Legislation
Demonstrating your knowledge of current tax developments is crucial. Be ready to discuss recent changes in legislation and how they impact your clients, showcasing your commitment to staying informed and providing valuable insights.