Private Client Tax Manager

Private Client Tax Manager

Milton Keynes Full-Time 48000 - 84000 £ / year (est.) No home office possible
T

At a Glance

  • Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
  • Company: Join a leading firm in Buckinghamshire known for its entrepreneurial spirit.
  • Benefits: Enjoy flexible working, private medical insurance, and generous bonuses.
  • Why this job: Perfect for career growth with a focus on work-life balance and mentoring opportunities.
  • Qualifications: CTA qualified or ATT with significant personal tax expertise required.
  • Other info: Part-time options available; great transport links and social events.

The predicted salary is between 48000 - 84000 £ 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.

JBRP1_UKTJ

Private Client Tax Manager employer: Taylor Rose Recruitment Ltd

Join a leading firm in Buckinghamshire that prioritises work-life balance and offers an impressive array of benefits, including a generous remuneration package, private medical insurance, and flexible working options. With a focus on personal progression and a supportive work culture, this role as a Private Client Tax Manager provides the perfect opportunity to manage a diverse portfolio while mentoring junior staff and building strong client relationships.
T

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 private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.

✨Tip Number 2

Stay updated on the latest tax regulations and trends, especially those affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.

✨Tip Number 3

Prepare for interviews by practising common questions related to tax planning and compliance. Be ready to discuss specific scenarios where you've successfully managed tax portfolios or provided valuable advice.

✨Tip Number 4

Showcase your mentoring skills during the interview process. Highlight any experience you have in guiding junior staff, as this is a key aspect of the role and demonstrates your leadership potential.

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

ATT/CTA Qualification
Private Client Tax Expertise
Tax Compliance Knowledge
Tax Planning Skills
Advisory Skills
Capital Gains Tax Knowledge
Inheritance Tax Knowledge
Project Management
Client Relationship Management
Mentoring and Coaching
Excellent Communication Skills
Attention to Detail
Analytical Skills
Problem-Solving Skills
Flexibility and Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your qualifications, particularly your ATT/CTA credentials. Emphasise your experience with high-net-worth individuals and any relevant tax planning or compliance work you've done.

Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client tax management. Mention specific experiences that demonstrate your ability to manage diverse portfolios and build strong client relationships.

Highlight Relevant Skills: In your application, focus on key skills such as communication, mentoring junior staff, and your expertise in areas like Capital Gains and Inheritance tax. These are crucial for the role and should be clearly articulated.

Showcase Flexibility and Work-Life Balance: Since the role offers flexibility and a good work-life balance, mention how you value these aspects in your professional life. This can resonate well with the firm's culture and values.

How to prepare for a job interview at Taylor Rose Recruitment Ltd

✨Showcase Your Qualifications

Make sure to highlight your CTA or ATT qualifications during the interview. Discuss how your education has prepared you for managing a diverse private client tax portfolio and how it aligns with the firm's expectations.

✨Demonstrate Your Expertise

Be ready to discuss your experience with high-net-worth individuals (HNWIs) and your significant expertise in private client and personal tax. Prepare examples of tax planning opportunities you've identified or compliance issues you've resolved.

✨Emphasise Communication Skills

Excellent communication skills are crucial for this role. Practice articulating complex tax concepts in a clear and concise manner, as you'll need to build strong relationships with clients and mentor junior staff.

✨Prepare for Scenario Questions

Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you successfully managed ad hoc tax projects or provided advice on capital gains and inheritance tax, and be ready to share those stories.

Private Client Tax Manager
Taylor Rose Recruitment Ltd
Location: Milton Keynes

Land your dream job quicker with Premium

You’re marked as a top applicant with our partner companies
Individual CV and cover letter feedback including tailoring to specific job roles
Be among the first applications for new jobs with our AI application
1:1 support and career advice from our career coaches
Go Premium

Money-back if you don't land a job in 6-months

T
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>