At a Glance
- Tasks: Lead personal tax compliance and advisory for high-net-worth clients.
- Company: Reputable accountancy practice in the KT area with a strong client focus.
- Benefits: Competitive salary, career progression, and a supportive work environment.
- Other info: Join a dynamic team with excellent growth opportunities.
- Why this job: Shape client relationships and provide impactful tax advice to prestigious clients.
- Qualifications: CTA qualified with 5+ years of experience in personal tax.
The predicted salary is between 75000 - 85000 € per year.
Location: KT area
Sector: Private Client Tax
Salary: £75,000 - £85,000pa
TPF Recruitment are delighted to be working with a long-standing, highly regarded accountancy practice based in the KT area. Due to continued growth, they are looking to bring a Personal Tax Manager into their successful private client team.
This is a fantastic opportunity for an experienced private client tax professional who thrives on delivering both compliance and advisory services to a prestigious client base of high-net-worth individuals, including UK and non-UK domiciled clients.
The Role
As Senior Manager, you will play a key role in shaping client relationships and delivering specialist advice. Your day-to-day will include:
- Reviewing personal tax returns prepared by consultants and providing technical guidance
- Advising on estate planning, inheritance tax planning, wealth structuring and domicile matters
- Spotting opportunities for restructuring clients’ tax affairs and discussing these with the Partner and client
- Acting as a trusted point of contact for clients, alongside the Partner
- Handling HMRC tax investigations when required
Requirements
What We’re Looking For
The practice is seeking a motivated and knowledgeable individual who is both technically strong and a confident communicator. You should be able to deliver accurate advice to a demanding client base and manage workflows in a busy environment.
To be considered, you will ideally have:
- CTA qualification with at least 5 years’ post-qualification experience
- A proven track record of working with complex UK and non-domiciled HNW clients
- Strong technical knowledge across personal tax planning and advisory work
- Excellent written and verbal communication skills
- Ability to remain calm under pressure and deliver to deadlines
- Strong IT skills and a willingness to embrace new technologies
Benefits
In return, you’ll be joining a supportive, established practice where client relationships are at the heart of everything they do. You’ll enjoy:
- A competitive salary and benefits package
- The chance to work with an exceptional high-net-worth client base
- A clear path for progression and development within a highly respected private client tax team
Please contact Kourtney Luckett on 01483 900 940, kourtney@tpfrecruitment.com or via Kourtney | LinkedIn for a confidential conversation.
Personal Tax Senior Manager - CTA Qualified in Epsom employer: TPF Recruitment
Join a highly regarded accountancy practice in the KT area, where you will be part of a supportive and established team dedicated to delivering exceptional service to high-net-worth clients. With a competitive salary and a clear path for progression, this role offers not only professional growth but also the opportunity to work closely with prestigious clients, ensuring that your contributions are valued and impactful.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Senior Manager - CTA Qualified in Epsom
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss personal tax planning and advisory work. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows you’re keen and professional, which is exactly what firms are looking for.
✨Tip Number 4
Apply through our website! We’ve got loads of fantastic roles waiting for talented individuals like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Personal Tax Senior Manager - CTA Qualified in Epsom
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Senior Manager role. Highlight your CTA qualification and relevant experience with high-net-worth clients. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our private client team. Share specific examples of your past successes in personal tax planning and advisory work.
Showcase Your Communication Skills:Since excellent communication is key, make sure your written application reflects this. Keep your language clear and professional, but don’t be afraid to let your personality shine through. We love a bit of character!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at TPF Recruitment
✨Know Your Stuff
Make sure you brush up on your personal tax knowledge, especially around compliance and advisory services. Be ready to discuss estate planning, inheritance tax, and wealth structuring, as these are key areas for the role.
✨Showcase Your Experience
Prepare specific examples from your past work that demonstrate your ability to handle complex UK and non-domiciled clients. Highlight any successful strategies you've implemented and how they benefited your clients.
✨Communicate Clearly
Since excellent communication skills are a must, practice explaining complex tax concepts in simple terms. This will show your ability to be a trusted point of contact for clients and help build rapport during the interview.
✨Stay Calm Under Pressure
Interviews can be nerve-wracking, but remember to stay calm and collected. Prepare for potential questions about handling HMRC investigations or tight deadlines, and think about how you can convey your problem-solving skills effectively.
