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- Tasks: Manage private client tax affairs and provide expert advice to clients.
- Company: Join a leading firm of Chartered Accountants in Bristol with a strong reputation.
- Benefits: Enjoy excellent work/life balance and opportunities for career growth.
- Why this job: Be part of a dynamic team and make a real impact on clients' financial success.
- Qualifications: CTA qualification is essential; experience in personal tax management preferred.
- Other info: Ideal for those looking to advance their career in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants in Bristol who, due to organic growth, are seeking a Private Client Tax Manager to join their team.
An ideal opportunity for a CTA Qualified Personal Tax Assistant Manager looking for the next step up in their career, or Manager looking for an excellent work/ life balance.
Working with an impressive client portfolio including HNWIs, Directors, Trusts & Estates, involving a mixture of compliance, tax planning and ad hoc advisory work.
Fantastic remuneration & benefits package, manager & company bonus, personal progression plan, private healthcare, and lots of flexibility including the option of WFH 3 days a week.
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.
Progression plan:
- Progression plan
- Company & Manager bonus
- Hybrid arrangement (option of WFH 3 days a week)
- 35 Hour Working week
- Flexible Working (core hours 10am 4pm)
- Private medical care
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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 tax and accounting field, especially those who work in private client services. 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 regulations in personal tax to demonstrate your expertise during any informal conversations or interviews. Being knowledgeable about current issues will show your commitment to the role and the industry.
✨Tip Number 3
Consider reaching out to current or former employees of the firm on LinkedIn. Ask them about their experiences and what they value most about working there; this can provide you with insights that may help you stand out during the application process.
✨Tip Number 4
Prepare thoughtful questions about the firm's approach to client management and work-life balance. This not only shows your interest in the position but also helps you assess if the firm aligns with your career goals and values.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Private Client Tax Manager position. Understand the key responsibilities and required qualifications, especially the importance of being CTA qualified.
Tailor Your CV: Customise your CV to highlight relevant experience in personal tax management and any specific achievements that align with the role. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that not only expresses your interest in the position but also showcases your understanding of the firm’s values and how your skills can contribute to their growth. Mention your desire for a work/life balance and how you can achieve that while delivering results.
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
✨Showcase Your Tax Knowledge
As a Private Client Tax Manager, it's crucial to demonstrate your expertise in personal tax matters. Be prepared to discuss recent tax legislation changes and how they impact clients. This will show your potential employer that you are up-to-date and capable of providing valuable insights.
✨Highlight Your Client Management Skills
In this role, you'll be working closely with clients. Share examples of how you've successfully managed client relationships in the past. Discuss your approach to understanding their needs and delivering tailored solutions, as this will illustrate your ability to maintain strong client connections.
✨Emphasise Work-Life Balance
Since the firm values work-life balance, express your understanding of its importance. Share how you manage your time effectively and maintain productivity while ensuring personal well-being. This will resonate with the firm's culture and show that you align with their values.
✨Prepare Questions for Them
Interviews are a two-way street, so prepare thoughtful questions about the firm's culture, team dynamics, and growth opportunities. This not only shows your interest in the position but also helps you assess if the firm is the right fit for you.
