At a Glance
- Tasks: Manage personal tax compliance and provide tailored advisory services to diverse clients.
- Company: Join a top 20 accountancy practice with a focus on growth and collaboration.
- Benefits: Enjoy a hybrid working model, 25 days leave, and a contributory pension scheme.
- Other info: Diverse and inclusive workplace committed to representation and career development.
- Why this job: Make a real impact while mentoring junior team members in a supportive environment.
- Qualifications: Must be ATT/ACA/CTA qualified with experience in personal tax compliance.
The predicted salary is between 52000 - 60000 £ per year.
An exciting opportunity has arisen for an experienced Personal Tax Manager to join a well-established and growing Top 20 accountancy practice. This role focuses on managing the personal tax compliance cycle, alongside providing ad hoc advisory services to a diverse portfolio of clients including individuals, trusts, partnerships and LLPs. A significant proportion of work relates to landed estates and rural businesses.
What's great about this Personal Tax Manager role?
- 35 hour working week
- Hybrid working
- 25 days annual leave plus bank holidays
- Contributory pension scheme
- Life assurance cover
- Profit-sharing scheme
- Discretionary bonus scheme
- Flexible benefits and family-friendly policies
Your role as a Personal Tax Manager:
- Manage a portfolio of personal tax clients.
- Oversee the personal tax compliance cycle.
- Review work prepared by junior tax staff.
- Provide tailored tax advice, including: Inheritance tax planning, Capital gains tax planning, Trust planning, and International tax matters.
- Ensure all deadlines and compliance requirements are met.
- Support and mentor junior team members.
What you'll need to succeed:
- You must be ATT/ACA/CTA qualified.
- Proven experience in personal tax compliance and advisory.
- Previous experience managing a client portfolio and reviewing junior staff work.
- Background within professional services.
- Ability to work both independently and as part of a team.
The team delivers high-quality compliance and advisory services to high-net-worth individuals, business owners, property investors, partnerships and trusts, including those with UK and offshore interests.
Hybrid Personal Tax Manager – Estates & HNW Advisory in Bristol employer: Taxation
Join a leading Top 20 accountancy practice in Bristol, where you will thrive in a supportive and collaborative work culture that prioritises employee growth and well-being. With a hybrid working model, generous annual leave, and a range of flexible benefits, this role as a Personal Tax Manager offers the chance to make a meaningful impact while mentoring junior team members and engaging in diverse advisory projects. Experience a fulfilling career in a firm that values diversity and inclusivity, ensuring every employee feels valued and empowered.
StudySmarter Expert Advice🤫
We think this is how you could land Hybrid Personal Tax Manager – Estates & HNW Advisory in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your experience aligns with their values and needs. Practise common interview questions so you can respond confidently.
✨Tip Number 3
Showcase your expertise! Bring examples of your work or case studies to interviews. This not only demonstrates your skills but also gives you a chance to discuss your thought process and problem-solving abilities.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can keep you top of mind and show your enthusiasm for the role. Plus, it’s a great opportunity to reiterate why you’re the perfect fit.
We think you need these skills to ace Hybrid Personal Tax Manager – Estates & HNW Advisory in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your qualifications like ATT/ACA/CTA and any relevant experience in personal tax compliance and advisory.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've managed client portfolios and supported junior staff, as well as your passion for personal tax.
Showcase Your Team Spirit:Since we value collaboration, mention any experiences where you’ve worked as part of a team or mentored others. This will show us that you can thrive in our supportive environment.
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 us!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory topics, especially around inheritance tax, capital gains tax, and trust planning. Being able to discuss these areas confidently will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Management Skills
Since this role involves overseeing junior staff, be prepared to share examples of how you've successfully managed a team or mentored others. Highlight any experiences where you've contributed to a collaborative environment, as this is key for the firm.
✨Understand the Client Portfolio
Familiarise yourself with the types of clients the firm works with, particularly high-net-worth individuals and rural businesses. Being able to speak about how you would approach their unique needs will set you apart from other candidates.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, ongoing projects, and how they support professional development. This shows your enthusiasm for the role and helps you gauge if the firm is the right fit for you.
