At a Glance
- Tasks: Manage a diverse portfolio of private clients, focusing on tax planning and advisory.
- Company: Join a highly reputable firm in Exeter known for its excellent work culture.
- Benefits: Enjoy a great work-life balance and opportunities for career progression.
- Why this job: This role offers a chance to work with entrepreneurial clients and make a real impact.
- Qualifications: Ideal for ATT &/or CTA qualified individuals ready for the next career step.
- Other info: Perfect opportunity for those seeking a dynamic and supportive work environment.
The predicted salary is between 43200 - 72000 £ per year.
Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager opportunity on behalf of a highly reputable firm in Exeter. Perfect for a ATT &/or CTA individual looking for the next step up in their career with an excellent work life balance. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax planning, advisory.
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 with professionals in the tax industry, especially those who work in private client services. Attend relevant events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends and changes in tax legislation that may affect private clients. Being knowledgeable about current issues will help you stand out during discussions and interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience in tax planning and advisory roles. Highlight how you've successfully managed client portfolios and provided tailored solutions to complex tax issues.
✨Tip Number 4
Familiarise yourself with the firm’s values and mission. Tailor your conversations to reflect how your personal values align with theirs, demonstrating that you’re not just a fit for the role but also for the company culture.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Private Client Tax Manager position. Understand the key responsibilities and required qualifications, such as ATT and/or CTA certifications, to tailor your application effectively.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in tax planning and advisory roles. Provide specific examples of how you've successfully managed private client portfolios or similar tasks that align with the job requirements.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for the role and the firm. Mention why you are interested in this particular opportunity and how your skills and experiences make you a perfect fit for their team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Fundamentals
Brush up on your knowledge of tax regulations and planning strategies relevant to private clients. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Advisory Skills
Highlight your experience in providing tax advice to clients. Prepare examples that demonstrate your ability to tailor solutions to meet individual client needs, showcasing your advisory skills and client management.
✨Demonstrate Work-Life Balance Awareness
Since the firm values work-life balance, be ready to discuss how you manage your time effectively. Share examples of how you maintain productivity while ensuring personal well-being, which aligns with the firm's culture.
✨Prepare Questions for Them
Have insightful questions ready about the firm's approach to private client services and their expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.