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- Tasks: Manage a diverse private client tax portfolio and provide expert advisory services.
- Company: Progressive firm of Chartered Accountants in Manchester with a focus on work/life balance.
- Benefits: Flexible working hours, 25 days holiday, private healthcare, and a clear progression plan.
- Why this job: Join a dynamic team and advance your career towards a Director role while making a real impact.
- Qualifications: CTA Qualified or ATT/CTA PQ with experience in UK private client tax.
- Other info: Enjoy a modern working environment and regular team social events.
The predicted salary is between 36000 - 60000 £ per year.
Tax Specialists Taylor Rose Recruitment are working with a progressive firm of Chartered Accountants in Manchester who are recruiting for a Private Client Tax Manager to join their team. An ideal opportunity for a CTA Qualified individual looking to advance their career in an advisory focused role with an excellent work/life balance.
The successful individual will be working with/ managing an impressive client portfolio involving the provision of advice in areas such as IHT, Trusts, Property tax, and ad-hoc advisory work. Fantastic remuneration & benefits package, hybrid/ flexible working, private healthcare, and personal progression plan. There is a genuine pathway to Director for the right individual.
The Role:- Managing a diverse private client tax portfolio
- Provision of advice in areas such as Capital Gains, Trusts & Estates, Property tax & Inheritance tax
- Identifying tax planning opportunities
- Managing/ supporting the successful delivery of ad hoc tax projects
- Review of tax compliance
- Mentoring junior staff
- Leading client meetings
- Building and maintaining strong client relationships.
- Flexible working hours
- Hybrid working
- 25 days holiday + birthday off
- Progression plan
- Modern working environment
- Regular team social events
- Private healthcare
- 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. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK.
Private Client Tax Manager (Advisory) in Warrington 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 (Advisory) in Warrington
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and recent projects, so you can tailor your answers and show them 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. Keep it concise but impactful – you want to leave a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect match for you. Plus, it’s a great way to stay updated on new roles as they come in.
We think you need these skills to ace Private Client Tax Manager (Advisory) in Warrington
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 advisory-focused role. Share specific examples of how you've managed client portfolios or delivered tax advice in the past.
Show Off Your Communication Skills: Since excellent communication is key in this role, make sure your application showcases your ability to build strong client relationships. Whether it's through your writing style or examples of past interactions, let us see your skills in action!
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 scenarios where you've provided advice in these areas, as it shows you're not just familiar with the theory but can apply it practically.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong client relationships in the past. This role involves managing a diverse portfolio, so demonstrating your ability to connect with clients and understand their needs will set you apart.
✨Be Ready for Technical Questions
Expect some technical questions related to tax compliance and planning opportunities. Practise articulating your thought process clearly, as this will showcase your expertise and problem-solving skills, which are crucial for the advisory role.
✨Highlight Your Mentoring Experience
If you've had experience mentoring junior staff, be sure to mention it! Discuss how you've supported their development and contributed to team success, as this aligns well with the firm's focus on progression and teamwork.
