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For Companies At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax advice.
- Company: Join a leading firm of Chartered Accountants in Bristol with a strong reputation.
- Benefits: Enjoy flexible working, private medical care, and a generous pension scheme.
- Why this job: Perfect for those seeking career progression and a great work/life balance.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in personal tax and HNWIs.
- Other info: Part-time options available; we have roles at all levels.
Tax specialists Taylor Rose Recruitment have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Central Bristol.
All potential applicants are encouraged to scroll through and read the complete job description before applying.
Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work.
Clients xiskglj range from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled In…
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 and accounting field, especially those who work with high-net-worth individuals (HNWIs). Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Research the latest trends and changes in UK tax legislation, particularly those affecting trusts, estates, and property tax. Being well-informed will not only boost your confidence but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience with managing diverse client portfolios during interviews. Highlight specific examples where you identified tax planning opportunities or successfully delivered ad hoc tax projects to showcase your expertise.
✨Tip Number 4
Familiarise yourself with the firm’s client base and their typical needs. Understanding the challenges faced by HNWIs and how you can provide tailored solutions will set you apart as a candidate who is ready to contribute from day one.
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 experience with high-net-worth individuals, trusts, and estates. Emphasise your CTA qualification and any relevant personal tax expertise to align with the job requirements.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage a diverse private client tax portfolio and your skills in tax planning and compliance.
Showcase Communication Skills: Since excellent communication skills are essential for this role, provide examples in your application of how you've successfully led client meetings or mentored junior staff. This will help illustrate your capability in building strong client relationships.
Highlight Flexibility and Work-Life Balance: Given the emphasis on work-life balance and flexible working arrangements, mention your adaptability and how you manage your time effectively. This can set you apart as a candidate who values both productivity and personal well-being.
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Showcase Your Tax Expertise
Make sure to highlight your experience with high-net-worth individuals, trusts, and estates during the interview. Be prepared to discuss specific cases where you've successfully identified tax planning opportunities or managed compliance issues.
✨Demonstrate Strong Communication Skills
As a Private Client Tax Manager, you'll need to build and maintain strong client relationships. Practice articulating complex tax concepts in a clear and concise manner, as this will be crucial in client meetings and when mentoring junior staff.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think of examples from your past work where you successfully managed ad hoc tax projects or provided valuable advice on capital gains and inheritance tax.
✨Emphasise Your Leadership Qualities
Since the role involves mentoring junior staff and leading client meetings, be ready to discuss your leadership style. Share experiences where you've guided team members or taken charge of projects, showcasing your ability to foster a collaborative environment.
