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- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Bristol with a focus on work/life balance.
- Benefits: Fantastic remuneration, hybrid working, private medical care, and generous pension.
- Why this job: Join a dynamic team and work with high-net-worth individuals and trusts.
- Qualifications: CTA Qualified or ATT/CTA PQ with significant UK private client tax expertise.
- Other info: Flexible working hours and part-time options available.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work.
Clients range from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled Individuals with international affairs.
Perfect for a ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance.
There is a genuine pathway and mentorship programme to Director for the right individual.
Excellent remuneration & benefits package, hybrid working arrangement, flexible hours and a personal progression plan. Part time considered, more info can be seen below:
The Role:
Managing a diverse private client tax portfolio
Identifying tax planning opportunities
Tax planning
Tax advisory work
Review of tax compliance
Provision of advice in areas such as Capital Gains & Inheritance tax
Managing/ supporting the successful delivery of ad hoc tax projects
Mentoring junior staff
Leading client meetings
Building and maintaining strong client relationships.
You:
CTA Qualified (ideally)
CTA PQ/ ATT Qualified also considered
Significant private client/ personal tax expertise
Excellent communication skills
UK Resident
Benefits:
Personal progression plan
Hybrid arrangement
Great transport links
Flexible working hours
25 Days Holiday + BH
Health cash plan
Generous holiday entitlement
Enhanced Maternity/ Paternity
Social Events
Part time considered
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.
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Private Client Tax Manager 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
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and recent projects, especially in private client tax. This will help you tailor your answers and show you're genuinely interested.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with HNWIs, Trusts, and Estates clearly and confidently. Highlight your achievements and how they relate to the role of Private Client Tax Manager.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might not be advertised elsewhere. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Manager
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 don’t forget to showcase your CTA qualifications. 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 passion for tax planning and compliance, and how you’ve successfully managed client portfolios in the past. We love a good story!
Show Off Your Communication Skills: As a Private Client Tax Manager, excellent communication is key. In your application, give examples of how you've built strong client relationships or mentored junior staff. We want to see that you can connect with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
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 personal tax, especially around 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 think about specific instances where you’ve successfully managed client expectations or resolved issues.
✨Demonstrate Leadership Potential
Since mentoring junior staff is part of the role, be ready to talk about your experience in leading teams or projects. Highlight any instances where you've taken the initiative or helped others grow in their roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and compliance, as well as their client portfolio. This shows that you’re engaged and serious about how you can contribute to their success.
