At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- 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: Opportunities for part-time work and a clear progression plan to Director.
- Why this job: Join a dynamic team and progress your career while enjoying flexibility and support.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in personal tax and excellent communication skills.
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 Bonnyrigg employer: Taylor Rose Recruitment Ltd
Join a leading firm of Chartered Accountants in Edinburgh, where you will enjoy an excellent work/life balance and a supportive culture that prioritises employee growth. With a fantastic remuneration package, flexible working options including the ability to work from home three days a week, and a clear progression plan to Director, this is an ideal opportunity for those looking to advance their careers while managing a diverse portfolio of high-net-worth clients.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Bonnyrigg
✨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. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how you fit in. We want to see your personality shine through, so don’t be afraid to let your passion for tax and client management come across!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. This will help you get comfortable with common questions and refine your responses. Plus, it’s a great way to boost your confidence before the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Keep an eye on our listings and make sure your application stands out by showcasing your unique skills and experiences.
We think you need these skills to ace Private Client Tax Manager in Bonnyrigg
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with HNWIs, Trusts, and Estates, and showcase your tax expertise. We want to see how you can bring value to our team!
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 role. Mention your CTA qualification and any relevant experience that aligns with the job description. Let us know what excites you about working with us!
Showcase Your Soft Skills:In addition to your technical skills, we’re looking for excellent communication and mentoring abilities. Make sure to include examples of how you've built strong client relationships or supported junior staff in your application.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar. Don’t miss out on this fantastic opportunity!
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 cases or scenarios where you've successfully navigated these areas, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Management Skills
Since the role involves building and maintaining strong client relationships, prepare examples of how you've managed client portfolios in the past. Highlight any experiences where you’ve identified tax planning opportunities or delivered successful projects.
✨Demonstrate Leadership Potential
As a Private Client Tax Manager, you'll be mentoring junior staff and leading client meetings. Think of instances where you've taken the lead on a project or helped develop a team member's skills. This will show that you're ready for the managerial responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax planning and compliance, especially regarding HNWIs and Trusts. This not only shows your interest in the role but also your understanding of the complexities involved in private client tax management.
