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For Companies At a Glance
- 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 is preferred.
- Other info: Ideal for those looking to advance their career in a supportive environment.
The predicted salary is between 43200 - 72000 £ per year.
Overview
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. Working with a varied and entrepreneurial private client portfolio involving a mixture of tax advisory, compliance and ad hoc project work. Clients range from HNWIs, UHNWIs, Directors, Business Owners to Non Domiciled Individuals with international affairs. Perfect for a ATT/ CTA qualified individual looking for the next step up in their career with an excellent work life balance. There is a genuine pathway and mentorship programme to Director for the right individual. Excellent remuneration & benefits package, hybrid working arrangement, flexible hours and a personal progression plan. Part time considered, more info can be seen below.
Responsibilities
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Tax planning
- Tax advisory work
- Review of tax compliance
- Provision of advice in areas such as Capital Gains & Inheritance tax
- Managing/ supporting the successful delivery of ad hoc tax projects
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships
Qualifications
- CTA Qualified (ideally)
- CTA PQ/ ATT Qualified also considered
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
Benefits
- Personal progression plan
- Hybrid arrangement
- Great transport links
- Flexible working hours
- 25 Days Holiday + BH
- Health cash plan
- Generous holiday entitlement
- Enhanced Maternity/ Paternity
- Social Events
- Part time considered
If this vacancy doesn\\\’t 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 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 interviews. Being well-informed will show your commitment to the role and help you stand out as a knowledgeable candidate.
✨Tip Number 3
Prepare specific examples of how you've successfully managed client relationships and resolved complex tax issues in your previous roles. This will help you illustrate your capabilities and fit for the Private Client Tax Manager position.
✨Tip Number 4
Familiarise yourself with the firm’s client base and their specific needs. Tailoring your discussions around how you can add value to their existing clients will show that you’re proactive and genuinely interested in the role.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Private Client Tax Manager position. Tailor your application to highlight how your skills and experiences align with what the firm is looking for.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in personal tax management and any relevant qualifications, such as being CTA qualified. Use specific examples to demonstrate your expertise and achievements in previous roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the firm. Mention why you are interested in this particular opportunity and how you can contribute to 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 field of tax management.
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Regulations
As a Private Client Tax Manager, it's crucial to have a solid understanding of current tax regulations and compliance. Brush up on the latest changes in tax laws and be prepared to discuss how they impact personal tax planning.
✨Showcase Your Client Management Skills
This role involves working closely with clients, so highlight your experience in managing client relationships. Be ready to share examples of how you've successfully navigated complex client situations or provided exceptional service.
✨Demonstrate Leadership Qualities
If you're stepping up from an Assistant Manager role, it's important to convey your leadership potential. Discuss any experiences where you've led a team or project, and how you can contribute to the growth of the firm.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the firm's culture, growth opportunities, and expectations for the role. This shows your genuine interest and helps you assess if the firm is the right fit for you.
