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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 personal 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: Mentor junior staff and enjoy social events in a supportive environment.
The predicted salary is between 48000 - 72000 £ 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 /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 /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 hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with HNWIs, Trusts, and Estates. They want to see that you can handle their diverse client portfolio with ease.
✨Tip Number 3
Prepare for those interviews! Research the firm and be ready to discuss how you can contribute to their team. Bring examples of your past work, especially in tax planning and compliance, to show you’re the right fit for the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities, and applying directly can give you an edge. Plus, we’re here to help you every step of the way in your job search journey.
We think you need these skills to ace Private Client Tax Manager /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 and how your background aligns with the responsibilities mentioned in the job description. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure to demonstrate your ability to convey complex tax concepts clearly in your application. Whether it's in your CV or cover letter, clarity is crucial!
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. Plus, we love seeing applications come in through our platform!
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 in handling complex tax matters.
✨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 identified tax planning opportunities for clients and how you communicated those effectively. This will demonstrate your ability to manage a diverse private client tax portfolio.
✨Be Ready to Discuss Team Leadership
Since mentoring junior staff is part of the role, come prepared with examples of how you've supported and guided others in your previous positions. Highlight any experiences where you led client meetings or managed ad hoc tax projects, showcasing your leadership skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to tax planning and compliance, as well as their expectations for the role. This not only shows your genuine interest in the position but also helps you assess if the company aligns with your career goals and values.
