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For Companies At a Glance
- Tasks: Manage personal tax clients and oversee compliance and advisory work.
- Company: Join a reputable accountancy practice in Tenterden, Kent.
- Benefits: Enjoy a competitive salary, study support, and 25 days annual leave.
- Why this job: Gain valuable experience in a supportive team while impacting clients' financial success.
- Qualifications: ATT/CTA qualified or equivalent experience required.
- Other info: Flexible hours available for both part-time and full-time applicants.
TPF Recruitment is currently assisting a highly reputable accountancy practice located in Tenterden, Kent in their search for a Personal Tax Client Manager to join their tax team. This role presents an outstanding opportunity to join a fantastic regional accountancy practice in a position offering fantastic exposure across both compliance and advisory.
You will primarily focus on private client tax matters such as personal tax, CGT, IHT, Stamp Duty Land Tax and trusts. Given the nature of the clients, you will likely touch upon other taxes such as corporate tax and VAT. You will work among a small but successful and experienced tax team. Both Part-Time and Full Time applicants will be considered.
You will work closely with the partners supporting them with advisory and project work while overseeing the work of junior staff members and supporting them with compliance work.
- Oversee a portfolio of personal tax clients
- Manage a mixed compliance and advisory workload
- Assist junior members of staff with their work and review their work
- Support the partners with tax advice and strategic tax planning
- Be involved in the growth and development of the tax department
Requirements:
- ATT / CTA qualified, or qualified by experience
- Motivated and adaptive to work remotely
- Confident in written communication of tax planning, rules and implications to clients
Benefits:
- £45,000 - £55,000 depending on experience
- Study support if required
- Auto enrolment Pension
- 25 days annual leave + bank holidays
- Private medical Insurance
Please contact Tristan Finch for more information.
Personal Tax Client Manager employer: TPF Recruitment
Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Client Manager
✨Tip Number 1
Network with professionals in the accountancy field, especially those who specialise in personal tax. Attend local events or webinars to connect with potential colleagues and learn more about the industry trends.
✨Tip Number 2
Familiarise yourself with the specific tax regulations and compliance requirements relevant to private clients. This knowledge will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing a portfolio of clients and how you've successfully overseen compliance and advisory work. Be ready to share specific examples that highlight your skills and achievements.
✨Tip Number 4
Showcase your ability to mentor and support junior staff by discussing any previous experiences where you’ve guided others. This will be crucial as the role involves overseeing junior members and ensuring their development.
We think you need these skills to ace Personal Tax Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in personal tax, compliance, and advisory roles. Emphasise your qualifications (ATT/CTA) and any specific achievements that demonstrate your expertise in managing personal tax clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the responsibilities. Mention your ability to communicate complex tax matters clearly and how you can contribute to the growth of the tax department.
Highlight Team Collaboration Skills: Since the role involves overseeing junior staff and working closely with partners, emphasise your experience in team collaboration and mentoring. Provide examples of how you've successfully supported colleagues in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the field of tax management.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax matters, including CGT, IHT, and Stamp Duty Land Tax. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Demonstrate Leadership Skills
Since you'll be overseeing junior staff, prepare examples of how you've successfully managed or mentored others in previous roles. This will highlight your ability to lead and support a team.
✨Prepare for Advisory Scenarios
Think about potential advisory scenarios you might encounter in this role. Be ready to discuss how you would approach strategic tax planning and provide sound advice to clients.
✨Showcase Your Communication Skills
As written communication is key in this position, practice explaining complex tax concepts in simple terms. This will demonstrate your ability to communicate effectively with clients.
