At a Glance
- Tasks: Lead personal tax compliance and advisory work while managing a dynamic team.
- Company: Top-tier accountancy firm with a focus on growth and innovation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Inclusive workplace that values diversity and personal development.
- Why this job: Make a real impact by advising high net worth clients and driving team success.
- Qualifications: CTA qualified or equivalent experience in personal tax and team management.
The predicted salary is between 50000 - 60000 € per year.
This leading, ambitious top-tier accountancy firm are looking to hire a Private Client Manager to join their exciting and growing department. You will be required to drive the delivery of personal tax compliance and advisory work, including writing reports and leading discussions with prospective and existing clients. You will also be required to oversee a team of junior staff who are responsible for day‑to‑day delivery of private client services across a diverse portfolio of individual clients.
Key responsibilities:
- Provide support to partners and directors in the effective running of the team
- Managing a portfolio, consisting of a mix of clients with multiple sources of earned and investment income
- Driving the delivery of technical advisory work on the portfolio
- Dealing with one‑off advisory and compliance assignments
- A key point of contact for the client
- Dealing with partnerships and high net worth individuals
- Overseeing the UK tax return filling process for a broad variety of clients
- Monitoring team progress against targets
- Providing feedback and giving input into staff appraisals, as well as direct responsibility for appraising staff
- Monitor progress and encourage the personal development of all team members
- Ability to produce written work to a high standard
- Make suggestions and implement changes in order to improve efficiency within the team
Skills & Expertise:
The candidate should have strong experience in personal tax which should ideally include the following areas:
- Technical expertise: CTA Qualified, or other professional qualification with demonstrable relevant experience
- Advanced understanding of core private client tax issues, including personal tax anti‑avoidance legislation
- Confidently interacts with HMRC regarding complex issues on behalf of clients
- Delivers advice confidently in transactional, litigious, or confrontational circumstances
- Reporting on tax and other implications of incorporation of self‑employment and businesses
- Experience in Self‑Assessment and preparation of tax computations
- Demonstrable experience of report writing and ad hoc advisory work
- Previous supervisory and management experience including reviewing the work of others
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Personal Tax Manager - Bristol employer: Taxation
Join a leading top-tier accountancy firm in Bristol, where you will thrive in a dynamic work culture that values diversity and personal growth. With a strong commitment to employee development, you will have the opportunity to lead a talented team while managing a diverse portfolio of high net worth clients, all within a supportive environment that encourages innovation and efficiency.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Bristol
✨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. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your personal tax expertise and any relevant experience. Bring along examples of your work or case studies that showcase your problem-solving skills. We want to see how you can add value to their team!
✨Prepare for Interviews
Do your homework before interviews! Research the firm, understand their client base, and be ready to discuss how you can help them with personal tax compliance and advisory work. We recommend practising common interview questions so you can confidently articulate your thoughts.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who are eager to join our growing team. Let’s make it happen together!
We think you need these skills to ace Personal Tax Manager - Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Personal Tax Manager role. Highlight your experience in personal tax compliance and advisory work, and don’t forget to mention any relevant qualifications like CTA. We want to see how you fit into our team!
Showcase Your Writing Skills:Since you'll be producing written work to a high standard, include examples of reports or documents you've written in the past. This will give us a taste of your writing style and attention to detail, which are super important for this role.
Highlight Team Leadership Experience:As a Private Client Manager, you'll oversee junior staff, so make sure to emphasise any previous supervisory or management experience. Share specific examples of how you've supported team members and contributed to their development – we love to see that!
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’re considered for the role. Plus, it shows us you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory work. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, especially those involving high net worth individuals.
✨Showcase Your Leadership Skills
Since you'll be overseeing a team, prepare examples of how you've managed and developed junior staff in the past. Highlight your experience in providing feedback and conducting appraisals, as this will demonstrate your capability to lead effectively.
✨Be Client-Focused
Think about how you can drive client relationships. Prepare to discuss how you've acted as a key point of contact for clients and how you've handled their needs, especially in transactional or confrontational situations.
✨Prepare for Technical Questions
Expect questions that test your technical expertise, particularly around personal tax anti-avoidance legislation and Self-Assessment. Practise articulating your thought process clearly, as this will show your confidence and depth of knowledge.
