At a Glance
- Tasks: Manage personal tax clients and provide tailored advisory services.
- Company: Reputable accountancy firm in Torquay with a supportive culture.
- Benefits: Hybrid working, extra holiday days, health benefits, and discounts.
- Other info: Diverse workplace committed to professional development and career progression.
- Why this job: Join a growing team and make a real impact on clients' financial wellbeing.
- Qualifications: ACA qualified with strong tax knowledge and client-focused skills.
The predicted salary is between 50000 - 58000 £ per year.
I'm working with a well-established and highly regarded accountancy firm in Torquay that is looking to appoint a Private Client Tax Manager to join its growing tax team. This role would suit an experienced tax professional who is keen to take the next step in their career within a supportive, forward-thinking environment. You'll be responsible for delivering high-quality personal tax compliance and advisory services to a varied client base, including trusts and high-net-worth individuals. The firm places a strong emphasis on professional development, collaboration and wellbeing, offering genuine long-term career progression.
What's great about this Private Client Tax Manager role?
- Hybrid working model
- Option to buy up to 5 additional days holiday
- Health & wellbeing benefits package
- Retail & gym discounts
- One paid volunteering day per year
Your role as a Private Client Tax Manager:
- Manage a portfolio of personal tax clients, including trusts and High-Net Worth individuals.
- Draft advisory reports and client correspondence covering areas such as IHT planning, residence and domicile.
- Meet with clients to understand their tax planning needs and provide tailored advice.
- Provide CGT advice on property, shares and other assets for UK and non-UK resident individuals.
- Review work prepared by junior team members and support their ongoing development.
- Oversee compliance services, including preparation and review of self‑assessment tax returns and computations.
- Identify opportunities to introduce clients to other service lines, particularly financial planning.
- Request, collate and maintain client information.
- Deal confidently with client queries and correspondence.
- Liaise directly with clients, HMRC, solicitors and other professional advisers to deliver an excellent client experience.
What you'll need to succeed:
- You must be ACA Qualified with post qualification experience.
- ATT or CTA qualification (or equivalent), with strong and up-to-date technical knowledge.
- A good understanding of regulatory and compliance standards within tax.
- Strong organisational skills and the ability to manage deadlines effectively.
- A professional, discreet and client‑focused approach, with the ability to build rapport quickly.
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 in Torquay employer: Taxation
Join a well-established accountancy firm in Torquay that prioritises professional development and employee wellbeing. With a supportive work culture, hybrid working options, and generous benefits including additional holiday days and health packages, this is an excellent opportunity for a Private Client Tax Manager to thrive in their career while making a meaningful impact on clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Torquay
✨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!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend having a few examples ready that showcase your skills and experience, especially those related to personal tax compliance and advisory services. Confidence is key!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it more personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate!
We think you need these skills to ace Private Client Tax Manager in Torquay
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your ACA qualification and any relevant tax experience to show us you're the right fit for the Private Client Tax Manager role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about personal tax compliance and advisory services. Share specific examples of how you've helped clients in the past, especially high-net-worth individuals or trusts.
Showcase Your Soft Skills:We value strong interpersonal skills just as much as technical knowledge. In your application, mention how you've built rapport with clients and handled queries effectively, demonstrating your client-focused approach.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can ensure your application gets the attention it deserves and you can easily track your progress!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and compliance standards. Being ACA qualified is a must, but showing that you have a strong grasp of IHT planning, CGT advice, and other relevant areas will really impress your interviewers.
✨Showcase Your Client Skills
Since this role involves dealing with high-net-worth individuals and trusts, be ready to discuss how you've built rapport with clients in the past. Share specific examples of how you've tailored your advice to meet their unique needs.
✨Demonstrate Leadership Potential
As a Private Client Tax Manager, you'll be overseeing junior team members. Highlight any experience you have in mentoring or reviewing work, and express your enthusiasm for supporting their development. This shows you're not just about your own success, but also about helping others grow.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to client service and professional development. This not only shows your interest in the role but also helps you gauge if the firm’s values align with yours. Plus, it gives you a chance to engage in a meaningful conversation!
