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- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Bournemouth with a strong reputation.
- Benefits: Outstanding remuneration, bonuses, private healthcare, and flexible working options.
- Why this job: Take the next step in your career towards becoming a Tax Director with impressive clients.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in UK private client tax.
- Other info: Flexible working hours and a supportive environment for personal progression.
The predicted salary is between 60000 - 80000 £ per year.
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager opportunity on behalf of our client, a leading firm of Chartered Accountants in Bournemouth. An excellent opportunity for a CTA Qualified individual looking for the next step up in their career towards becoming Tax Director.
Working with an impressive client portfolio (HNWIs, Directors, Partnerships, Trusts & Estates) involving a mixture of advisory, tax planning, compliance, and ad hoc project work. Outstanding remuneration & benefits package, manager & company bonus, private healthcare, personal progression plan, lots of flexibility including the option of WFH 3 days a week.
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.
- 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
- 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.
Private Client Tax Senior Manager/Manager in Bournemouth 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 Senior Manager/Manager in Bournemouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax world, especially those who work with HNWIs or in similar firms. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Capital Gains, Trusts & Estates, and Inheritance tax. We want you to shine when discussing how you can manage and support diverse private client portfolios.
✨Tip Number 3
Showcase your mentoring skills! If you’ve had experience guiding junior staff, make sure to highlight this in conversations. Firms love candidates who can lead and develop their teams.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way in landing that dream role.
We think you need these skills to ace Private Client Tax Senior Manager/Manager in Bournemouth
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 grab our attention!
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 specific projects or achievements that demonstrate your expertise in tax planning and compliance.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Use clear and concise language to convey your points effectively.
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 important updates!
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 this will show your expertise and confidence in handling complex tax matters.
✨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've identified tax planning opportunities for clients and how you communicated those effectively. This will demonstrate your ability to manage a diverse private client tax portfolio.
✨Be Ready to Lead
Since the role involves mentoring junior staff and leading client meetings, think about your leadership style. Have examples ready that showcase your experience in managing teams or projects, and how you’ve supported others in their professional development.
✨Flexibility is Key
With the option to work from home three days a week, be prepared to discuss how you manage your time and productivity in a hybrid working environment. Highlight any previous experiences where you've successfully balanced remote work with team collaboration.