At a Glance
- Tasks: Manage high-level tax advice and compliance for diverse private clients.
- Company: Independent firm in Bath with a focus on client-centric services.
- Benefits: Professional development opportunities and a path for career growth.
- Other info: Dynamic environment with a focus on business development.
- Why this job: Join a key role that shapes the future of tax advisory services.
- Qualifications: Experience in private client tax and strong advisory skills.
The predicted salary is between 54000 - 66000 £ per year.
Our client is an independent firm based in Bath.
They seek an experienced private client tax specialist for a key role at Manager/Senior Manager level.
You will be focusing predominantly on the advisory, planning and complex tax compliance services the firm has to offer.
In addition, the role will give the opportunity to enhance and develop the tax advisory offering with a focus on business development.
The role requires a technically strong individual who can provide exceptional tax advice and compliance services to a diverse portfolio of high-net-worth individuals (HNWIs), families, and owner-managed businesses and has a track record of doing so.
The successful applicant will be an integral part of our firm's future, with a path for professional development and a mandate to drive business growth.
Key Responsibilities Client Management and
Advisory: Manage and provide proactive, high-level tax advice to a complex portfolio of private clients, including HNWIs, families, and trusts.
Specialise in providing technical advice on a wide range of UK taxes, with a particular emphasis on Income Tax, Capital Gains Tax, and Inheritance Tax.
Identify and implement strategic tax planning opportunities for clients to ensure optimal tax efficiency and compliance.
Tax
Compliance: Oversee and review the preparation of complex self-assessment tax returns for individuals, partnerships, and trusts.
Ensure all tax compliance obligations are met accurately and within statutory deadlines.
Handle complex correspondence and resolve queries from HM Revenue
Tax Manager - Bath employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager - Bath
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Taxation, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Manager - Bath
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Taxation's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Taxation. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Taxation!
How to prepare for a job interview at Taxation
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Taxation.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Taxation. It helps to show our commitment!
