Private Client Tax Manager in Biggar

Private Client Tax Manager in Biggar

Biggar Full-Time 50000 - 65000 £ / year (est.) Home office (partial)
Taylor Rose Recruitment Ltd

At a Glance

  • Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
  • Company: Leading firm of Chartered Accountants in Edinburgh with a focus on work/life balance.
  • Benefits: Fantastic remuneration, hybrid working, private healthcare, and generous pension.
  • Other info: Part-time options available and social events to connect with colleagues.
  • Why this job: Join a dynamic team and progress your career to Director level while enjoying flexibility.
  • Qualifications: CTA Qualified or ATT/CTA PQ with experience in UK private client tax.

The predicted salary is between 50000 - 65000 £ per year.

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Edinburgh who, due to organic growth, are seeking a Private Client Tax Manager to join their team. Perfect for a CTA Qualified Personal Tax Assistant Manager seeking the next step up in their career, or Manager looking for an excellent work/life balance.

Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of advisory, tax planning, compliance, and ad hoc project work.

Fantastic remuneration & benefits package, manager & company bonus, private healthcare, lots of flexibility, the option of WFH 3 days a week, and personal progression plan (to Director).

The Role:

  • Managing a diverse private client tax portfolio
  • Identifying tax planning opportunities
  • Review of tax compliance
  • Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
  • Managing/ supporting the successful delivery of ad hoc tax projects
  • Mentoring junior staff
  • Leading client meetings
  • Building and maintaining strong client relationships.

Benefits include:

  • Progression plan
  • Company & Manager bonus
  • Hybrid arrangement (option of WFH 3 days a week)
  • 35 Hour Working week
  • Flexible Working (core hours 10am - 4pm)
  • Private medical care
  • Generous Pension
  • Cycle to work scheme
  • Social events
  • Part time considered

You:

  • CTA Qualified
  • ATT/ CTA PQ also considered
  • Ideally experience of working with HNWIs, Trusts and Estates
  • Significant UK private client/ personal tax expertise
  • Excellent communication skills
  • UK Resident

If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.

Private Client Tax Manager in Biggar employer: Taylor Rose Recruitment Ltd

Join a leading firm of Chartered Accountants in Edinburgh, where you will thrive in a supportive and flexible work environment that prioritises work-life balance. With an impressive client portfolio and a commitment to employee growth, including a clear progression plan to Director, this company offers a fantastic remuneration package, private healthcare, and the option to work from home three days a week, making it an ideal place for ambitious tax professionals seeking meaningful and rewarding careers.

Taylor Rose Recruitment Ltd

Contact Details:

Taylor Rose Recruitment Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Tax Manager in Biggar

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 Taylor Rose Recruitment Ltd, 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 Private Client Tax Manager in Biggar

CTA Qualification
Personal Tax Expertise
Tax Planning
Tax Compliance
Advisory Skills
Capital Gains Tax Knowledge
Trusts and Estates Knowledge

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 Taylor Rose Recruitment Ltd'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 Taylor Rose Recruitment Ltd. 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 Taylor Rose Recruitment Ltd!

How to prepare for a job interview at Taylor Rose Recruitment Ltd

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 Taylor Rose Recruitment Ltd.

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 Taylor Rose Recruitment Ltd. It helps to show our commitment!