At a Glance
- Tasks: Lead personal tax compliance and advisory work while mentoring a dynamic team.
- Company: Top-tier accountancy firm with a focus on growth and innovation.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional development.
- Other info: Join a diverse team committed to inclusivity and personal growth.
- Why this job: Make a real impact in personal tax while developing your leadership skills.
- Qualifications: CTA qualified or equivalent experience in personal tax and team management.
The predicted salary is between 55000 - 65000 £ 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. We are looking for someone to actively manage the delivery of the private client offering for the team, including making suggestions for improving internal processes and efficiencies. This will include mentoring the team to develop their soft skills and providing technical training periodically.
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.
Private Client Tax Manager - Reading employer: Taxation
As a leading top-tier accountancy firm in Reading, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. Our commitment to mentoring and training ensures that our team members not only excel in their roles but also enjoy a fulfilling career path. With a diverse portfolio of clients and a focus on personal tax compliance and advisory work, we offer a stimulating environment where your contributions are valued and recognised.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Reading
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to private client tax management. We suggest doing mock interviews with friends or mentors to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your expertise! Bring along examples of your previous work or case studies that highlight your skills in personal tax compliance and advisory. We want to see how you’ve made an impact in your past roles.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to make it more personal.
We think you need these skills to ace Private Client Tax Manager - Reading
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in personal tax and client management. We want to see how your skills align with the role of Private Client Tax Manager, so don’t hold back on showcasing your relevant expertise!
Showcase Your Writing Skills:Since this role involves a lot of report writing, it’s crucial to demonstrate your ability to produce high-quality written work. Include examples of reports or documents you've created in the past that reflect your technical knowledge and clarity.
Highlight Your Leadership Experience:As you'll be overseeing a team, make sure to mention any previous supervisory roles you’ve held. We’re looking for someone who can mentor and develop junior staff, so share specific examples of how you've supported team growth in your application.
Apply Through Our Website:We encourage you to submit your application through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around anti-avoidance legislation and self-assessment. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Show Off Your Leadership Skills
Since this role involves overseeing a team, be prepared to share examples of how you've managed and mentored others. Highlight any experiences where you've improved team processes or helped junior staff develop their skills.
✨Prepare for Client Conversations
As a key point of contact for clients, practice how you'll handle discussions with high net worth individuals and partnerships. Think about how you can convey complex information clearly and confidently, especially in challenging situations.
✨Bring Your Ideas for Improvement
This firm is looking for someone who can suggest and implement changes to improve efficiency. Come to the interview with a few ideas on how you could enhance the private client offering or streamline processes within the team.
