At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected Private Client Tax team in Exeter with a dynamic culture.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for career progression.
- Other info: Genuine scope to progress to Senior Manager with support from Directors.
- Why this job: Make a real impact advising entrepreneurs and families on personal taxation.
- Qualifications: Experience in personal tax and strong relationship management skills.
The predicted salary is between 50000 - 60000 £ per year.
A great Manager opportunity with one of the region's most respected Private Client Tax teams. Advise new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation. The team is growing and looking to bolster its offering with the appointment of a personal tax Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Senior Manager grade with the support of the team's Directors and Partners.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes. The key element of the role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning. As very much a client-facing role, the individual will require excellent relationship management skills.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.
The team would also consider someone joining at Assistant Manager grade.
Personal Tax Manager - Exeter employer: Taxation
Join one of the region's most esteemed Private Client Tax teams in Exeter, where you will have the opportunity to work with high-net-worth clients and contribute to a dynamic and supportive environment. With a strong emphasis on employee growth, the firm offers genuine progression opportunities to Senior Manager grade, alongside a flexible hybrid working model that promotes a healthy work/life balance. Experience a collaborative culture that values relationship management and client engagement, making it an excellent place for talented advisers to thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Manager - Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, especially those who might know about opportunities in private client teams. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your relationship management skills. Since this role is client-facing, think of examples where you've successfully managed client relationships or resolved conflicts. We want you to shine!
✨Tip Number 3
Showcase your expertise in personal taxation during interviews. Be ready to discuss complex compliance issues and how you've tackled them in the past. This will demonstrate your capability to manage a portfolio of HNW clients effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Personal Tax Manager - Exeter
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 experience with HNW clients and any relevant tax planning expertise to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal taxation and how your background makes you an ideal candidate for our dynamic team.
Showcase Your Relationship Management Skills:Since this role is client-facing, emphasise your relationship management skills in your application. Share examples of how you've successfully built and maintained client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on the latest UK personal taxation laws and regulations. Being able to discuss complex compliance and tax planning confidently will show that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed relationships with high-net-worth clients in the past. Think about specific challenges you faced and how you overcame them to build trust and rapport.
✨Emphasise Your Team Spirit
This position is part of a dynamic team, so highlight your ability to work collaboratively. Share experiences where you contributed to team success or supported colleagues, showing that you can thrive in a high-quality Private Client environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal taxation and their vision for the team’s growth. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career aspirations.
