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: Flexible working hours and social events to enhance your work experience.
- Why this job: Join a dynamic team and progress your career to Director level while working with HNWIs.
- Qualifications: CTA Qualified or ATT/CTA PQ with significant UK private client tax expertise.
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 Livingston 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 firm offers a fantastic remuneration package, private healthcare, and the option to work from home three days a week, making it an excellent choice for ambitious tax professionals.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Livingston
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and recent projects, especially in private client tax. This will help you tailor your responses and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with HNWIs, Trusts, and Estates makes you the perfect fit for the Private Client Tax Manager role. Keep it concise but impactful.
✨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 always here to help you navigate the process and find the right fit for your skills.
We think you need these skills to ace Private Client Tax Manager in Livingston
Some tips for your application 🫡
Keep It Relevant:Make sure your CV and cover letter highlight your experience with HNWIs, Trusts, and Estates. Tailor your application to show how your skills match the role of Private Client Tax Manager.
Showcase Your Expertise:Don’t shy away from detailing your tax planning and compliance experience. We want to see how you’ve successfully managed diverse portfolios and delivered on ad hoc projects.
Be Personable:Since building strong client relationships is key, let your personality shine through in your application. Use a friendly tone and share examples of how you've effectively communicated with clients.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. Make sure all your information is up to date before hitting that submit button!
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. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This is crucial for a Private Client Tax Manager, so be ready to share specific instances where you’ve successfully managed client expectations or resolved issues.
✨Demonstrate Leadership Potential
Since the role involves mentoring junior staff, think about times when you've taken the lead or supported others in their development. Highlighting your leadership skills will set you apart as someone who can grow into the Director role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and compliance, especially regarding HNWIs. This shows your enthusiasm for the position and helps you gauge if the company culture aligns with your career goals.
