At a Glance
- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Leading firm of Chartered Accountants in Southampton with a strong 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: Flexible working arrangements and social events to enhance team culture.
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 Senior Manager/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 Senior Manager/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, and don’t be shy about reaching out to current employees at firms you’re interested in. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and recent projects, especially in private client tax. This will help you tailor your answers and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience make you the perfect fit for the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with HNWIs, Trusts, and Estates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you, so take that step and submit your application today!
We think you need these skills to ace Private Client Tax Senior Manager/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 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 convey complex tax concepts clearly. We want to see how you can build and maintain strong client relationships!
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 personal tax, especially around Capital Gains, Trusts & Estates, and Inheritance tax. Being able to discuss these topics confidently will show that you're the right fit for managing a diverse private client tax portfolio.
✨Showcase Your Advisory Skills
Prepare examples of how you've identified tax planning opportunities in the past. This could be through case studies or specific client scenarios. Demonstrating your advisory skills will highlight your ability to provide valuable insights to clients.
✨Practice Client Interaction
Since you'll be leading client meetings, practice articulating complex tax concepts in a clear and relatable way. Role-playing with a friend can help you feel more comfortable and ensure you can build strong client relationships.
✨Highlight Your Mentoring Experience
If you've mentored junior staff before, be ready to discuss this in your interview. Share specific examples of how you've supported their development, as this will show your leadership potential and commitment to team growth.