At a Glance
- Tasks: Manage a portfolio of private clients and provide expert tax advice.
- Company: Respected accountancy practice in Bury St Edmunds with a diverse client base.
- Benefits: Generous holiday package and clear progression opportunities.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified or ACA/ACCA with strong personal tax experience.
- Other info: Passionate about equity, diversity, and inclusion in the workplace.
The predicted salary is between 43200 - 72000 Β£ per year.
Are you fully qualified and looking for your next step in Private Client Tax? A respected and long-established practice in Bury St Edmunds is continuing to expand its tax offering. The firm works with a diverse portfolio of private clients including high-net-worth individuals, business owners, trusts and estates. They are now seeking a Private Client Tax Manager to strengthen their team.
Responsibilities
- Manage a portfolio of private clients, overseeing personal tax compliance, reviews and HMRC enquiries
- Provide advisory support on areas such as inheritance tax planning, capital gains tax, trusts and estate planning
- Build strong client relationships through regular communication and proactive advice
- Mentor and support junior members of the team, reviewing work and guiding their development
- Contribute to the growth of the private client offering by identifying advisory opportunities and supporting business development
Requirements
- CTA qualified, or ACA/ACCA with strong personal tax experience
- Solid background working within a reputable accountancy practice
- Experience managing a private client tax portfolio and supporting junior staff
As a Private Client Tax Manager you will get:
- Generous holiday package
- Progression opportunities
If you are looking to grow your career, apply here now.
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Private Client Tax Manager in Bury St Edmunds employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Private Client Tax Manager in Bury St Edmunds
β¨Tip Number 1
Networking is key! Reach out to your connections in the industry, attend local events, and join relevant online groups. The more people you know, the better your chances of hearing about job openings.
β¨Tip Number 2
Prepare for interviews by researching the company and understanding their client base. Tailor your answers to show how your experience with high-net-worth individuals and tax compliance can benefit them.
β¨Tip Number 3
Donβt underestimate the power of follow-ups! After an interview, send a thank-you email expressing your appreciation and reiterating your interest in the role. It keeps you on their radar.
β¨Tip Number 4
Apply through our website for the best chance at landing that Private Client Tax Manager role. Weβre always looking for qualified candidates, and applying directly shows your enthusiasm!
We think you need these skills to ace Private Client Tax Manager in Bury St Edmunds
Some tips for your application π«‘
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualifications and relevant experience in personal tax compliance, as well as any advisory work you've done. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your background aligns with our needs. Donβt forget to mention your experience with high-net-worth individuals and your approach to building strong client relationships.
Showcase Your Mentoring Skills: As a Private Client Tax Manager, mentoring junior staff is key. In your application, share examples of how you've supported and guided others in their development. We love seeing candidates who are not just experts but also great team players!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you donβt miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Rutherford Briant
β¨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around inheritance tax planning and capital gains tax. Being able to discuss these topics confidently will show that you're the right fit for managing a diverse portfolio of private clients.
β¨Showcase Your Client Relationship Skills
Prepare examples of how you've built strong client relationships in the past. Think about times when your proactive advice made a difference. This will demonstrate your ability to connect with high-net-worth individuals and business owners.
β¨Mentorship Matters
Be ready to talk about your experience mentoring junior staff. Share specific instances where you guided their development or reviewed their work. This will highlight your leadership skills and commitment to team growth.
β¨Spot Business Development Opportunities
Think about ways you've identified advisory opportunities in previous roles. Discussing these experiences will show your potential to contribute to the growth of the private client offering and support the firm's business development efforts.