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.
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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 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
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.