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- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Southampton with a focus on personal tax.
- Benefits: Hybrid working, paid overtime, early finish Fridays, and a clear progression plan.
- Why this job: Advance your career with a genuine pathway to Director while working with interesting clients.
- Qualifications: CTA qualified or ATT/CTA PQ with experience in UK private client tax.
- Other info: Join a supportive team with social events and part-time options available.
The predicted salary is between 36000 - 60000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a leading firm of Chartered Accountants who are recruiting for a Private Client Tax Manager to join their team in Southampton. Perfect for a CTA qualified personal tax specialist looking to advance their career, with a genuine pathway to Director for the right individual.
You will be working with an interesting and varied client portfolio involving a mixture of advisory, compliance, tax planning and ad hoc project work. Excellent remuneration & benefits package, hybrid/ flexible working, paid overtime, early finish Fridays, and a personal progression plan.
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 arrangement
- Paid overtime
- Range of healthcare benefits
- Social events
- Part time considered
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 doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels.
Private Client Tax Manager or Senior Manager. in Southampton 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 or Senior Manager. in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to former colleagues. You never know who might have a lead on that perfect Private Client Tax Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and soft skills. Be ready to discuss your experience with HNWIs, Trusts, and Estates. Show them you’re not just a tax whiz but also someone who can build strong client relationships.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities that might not be advertised elsewhere. Plus, it’s a great way to ensure your application gets seen by the right people. Let’s get you that dream job!
We think you need these skills to ace Private Client Tax Manager or Senior Manager. in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific projects or experiences that demonstrate your expertise in tax planning and compliance.
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Use clear and concise language to convey your thoughts and experiences.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains, Trusts & Estates, and Inheritance tax. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas, as this will show your expertise and confidence.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you’ve led client meetings or mentored junior staff, as these experiences will highlight your leadership abilities and interpersonal skills.
✨Be Ready for Ad Hoc Projects
Since the role involves managing ad hoc tax projects, come prepared with examples of similar work you've done. Discuss how you identified tax planning opportunities and delivered successful outcomes, demonstrating your proactive approach and problem-solving skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax management and their progression plans. This shows your genuine interest in the role and helps you assess if the company aligns with your career goals.
