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- Tasks: Manage a diverse private client tax portfolio and provide expert advisory services.
- Company: Progressive firm of Chartered Accountants in Manchester with a focus on work/life balance.
- Benefits: Flexible working hours, 25 days holiday, private healthcare, and a clear progression plan.
- Why this job: Join a dynamic team and advance your career towards a Director role while making a real impact.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in UK private client tax.
- Other info: Enjoy a modern working environment and regular team social events.
The predicted salary is between 36000 - 60000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a progressive firm of Chartered Accountants in Manchester who are recruiting for a Private Client Tax Manager to join their team. An ideal opportunity for a CTA Qualified individual looking to advance their career in an advisory focused role with an excellent work/life balance.
The successful individual will be working with/ managing an impressive client portfolio involving the provision of advice in areas such as IHT, Trusts, Property tax, and ad-hoc advisory work. Fantastic remuneration & benefits package, hybrid/ flexible working, private healthcare, and personal progression plan. There is a genuine pathway to Director for the right individual.
The Role:- Managing a diverse private client tax portfolio
- Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
- Identifying tax planning opportunities
- Managing/ supporting the successful delivery of ad hoc tax projects
- Review of tax compliance
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships.
- Flexible working hours
- Hybrid working
- 25 days holiday + birthday off
- Progression plan
- Modern working environment
- Regular team social events
- Private healthcare
- 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 (Advisory) in Bolton employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager (Advisory) in Bolton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with IHT, Trusts, and Property tax. We want them to see you as the go-to person for advisory work.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or mentors. Focus on common questions related to managing client portfolios and delivering tax advice. We want you to feel confident and ready to impress!
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to ensure your application gets seen by the right people. Don’t miss out!
We think you need these skills to ace Private Client Tax Manager (Advisory) in Bolton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this advisory-focused role. Share specific examples of how you've managed client portfolios or delivered tax advice in the past.
Show Off Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Whether it's through your writing style or examples of past interactions, let us see your skills in action!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains, Trusts & Estates, and Inheritance Tax. Be ready to discuss specific scenarios where you've provided advice or identified tax planning opportunities. This will show that you're not just qualified, but also experienced and proactive.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you led client meetings or mentored junior staff. This will demonstrate your ability to manage a diverse private client tax portfolio effectively.
✨Be Ready for Ad-Hoc Projects
Since the role involves managing ad-hoc tax projects, think of instances where you've successfully delivered similar projects. Highlight your problem-solving skills and how you adapt to changing circumstances, as this is crucial in advisory roles.
✨Emphasise Your Career Progression Goals
The firm offers a genuine pathway to Director, so be clear about your career aspirations. Discuss how this role aligns with your long-term goals and how you plan to contribute to the firm's success while advancing your own career.
