At a Glance
- Tasks: Manage a diverse private client tax portfolio and advise on tax planning opportunities.
- Company: Leading firm in Northampton with a focus on work/life balance.
- Benefits: Hybrid working, private healthcare, annual bonus, and generous holiday entitlement.
- Why this job: Take your career to the next level while enjoying flexibility and excellent remuneration.
- Qualifications: CTA qualified or ATT with significant personal tax expertise.
- Other info: Join a supportive team with regular social events and a strong focus on employee wellbeing.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Northampton who are recruiting for a Private Client Tax Manager to join their team.
An excellent opportunity for a CTA qualified personal tax specialist looking for the next step up towards becoming Tax Director.
You will be working with an interesting and varied Private Client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work.
Fantastic remuneration & benefits package, company bonus, private healthcare, hybrid/ flexible working, and personal progression plan (to Senior Manger/ 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
Hybrid/ Flexible Working
Private healthcare
Annual bonus
Generous holiday entitlement
The option to buy/ sell holidays
Employee wellbeing programme
Regular social events
Free parking
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
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, or even reach out to former colleagues. You never know who might have a lead on that perfect Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs, Trusts, and Estates. Tailor your conversations to showcase how your skills align with their needs.
✨Tip Number 3
Practice makes perfect! Before any interviews, run through common questions and scenarios related to tax planning and compliance. This will help you feel more confident and ready to impress during those client meetings.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the right fit for you. 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 reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your expertise in personal tax, compliance, and advisory work 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, mentioning your experience with HNWIs, Trusts, and Estates. Show us your passion for tax planning and client relationships.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects your ability to convey complex tax concepts clearly. Whether it's in your CV or cover letter, let your personality shine through!
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 personal tax, especially around areas like Inheritance Tax and Trusts. Be ready to discuss specific cases or scenarios where you've successfully identified tax planning opportunities or managed compliance for clients.
✨Showcase Your Client Management Skills
Since this role involves building and maintaining strong client relationships, prepare examples of how you've effectively communicated with clients in the past. Think about times when you've had to explain complex tax issues in a way that was easy for them to understand.
✨Demonstrate Your Leadership Potential
As a Private Client Tax Manager, you'll likely be mentoring junior staff. Be prepared to share your experiences in guiding others, whether through formal mentorship or simply helping colleagues with their work. Highlight any leadership roles you've taken on in previous positions.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the firm's approach to tax planning and client management. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values, especially regarding work/life balance and flexibility.