Private Client Tax Manager

Private Client Tax Manager

Portsmouth Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a diverse private client tax portfolio and lead advisory projects.
  • Company: Taylor Rose Recruitment, a growing firm in Southampton with a focus on work-life balance.
  • Benefits: Flexible hours, hybrid working, paid overtime, and generous holiday entitlement.
  • Why this job: Gain mentorship from Tax Partners and develop your career towards a Director role.
  • Qualifications: CTA qualified or ATT with UK private client tax expertise.
  • Other info: Join a dynamic team with opportunities for professional growth and social events.

The predicted salary is between 36000 - 60000 £ per year.

Job Description

Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Manager to join their team in Southampton.

Perfect for a CTA qualified personal tax specialist looking to advance their career, with a genuine pathway to Director for the right individual.

You will be working with an interesting and varied client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work.

Excellent remuneration & benefits package, hybrid/ flexible working, paid overtime, early finish Fridays, and a personal progression plan.

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
  • Hybrid/ flexible working arrangement
  • Paid overtime
  • Range of healthcare benefits
  • 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 doesnt 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.

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Private Client Tax Manager employer: Taylor Rose Recruitment Ltd

At Taylor Rose Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture that prioritises professional development and work-life balance. Our Private Client Tax Manager role in Southampton provides a unique opportunity to work with a diverse portfolio of high-net-worth individuals while benefiting from a comprehensive mentorship programme, flexible working arrangements, and a generous benefits package, ensuring our employees thrive both personally and professionally.
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Contact Detail:

Taylor Rose Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🤫

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

✨Tip Number 1

Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on your dream job!

✨Tip Number 2

Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can confidently talk about your skills and experiences. Keep it concise but engaging – you want to leave them wanting to know more about you!

✨Tip Number 3

Showcase your expertise! If you’ve got a blog or social media presence, use it to share insights on tax planning or compliance. This not only demonstrates your knowledge but also helps you stand out as a thought leader in the field.

✨Tip Number 4

Don’t forget to apply through our website! We’ve got loads of opportunities that might just be perfect for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at StudySmarter!

We think you need these skills to ace Private Client Tax Manager

ATT/CTA Qualification
Private Client Tax Expertise
Tax Planning
Compliance Experience
Advisory Skills
Portfolio Management
Client Relationship Management
Business Development
Strong Communication Skills
Mentoring
Project Management
Team Leadership
Analytical Skills
Attention to Detail

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 ATT/CTA qualifications and any relevant experience with HNWIs or business owners 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 role, focusing on your advisory skills and how you can contribute to our impressive client portfolio.

Showcase Your Communication Skills: Since strong communication is key in this role, make sure to demonstrate your ability to build relationships in both your CV and cover letter. We want to see how you engage with clients and lead meetings!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important 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 UK private client tax knowledge. Be ready to discuss specific tax planning opportunities and compliance issues you've encountered in the past. This will show that you're not just qualified, but also genuinely engaged with the subject matter.

✨Showcase Your Advisory Skills

Prepare examples of how you've successfully led advisory projects or managed client relationships. Think about times when you've identified tax planning opportunities for clients and how you communicated those effectively. This will highlight your ability to contribute to the firm's advisory services.

✨Demonstrate Leadership Potential

Since this role involves mentoring junior staff, be ready to talk about your leadership experiences. Share instances where you've guided a team or taken charge of a project. This will help the interviewers see you as a future leader within their firm.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to client management and business development. Inquire about the mentorship programme and what success looks like in this role. This shows your interest in professional growth and helps you gauge if the firm aligns with your career goals.

Private Client Tax Manager
Taylor Rose Recruitment Ltd
Location: Portsmouth

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