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- Tasks: Manage a diverse portfolio of clients, providing tax advisory and compliance services.
- Company: Join a reputable chartered accountancy firm known for its exceptional tax work across the Southeast.
- Benefits: Enjoy hybrid working, 25 days holiday, competitive salary, and additional perks like Death in Service.
- Why this job: Be part of a dynamic team, engage with high-profile clients, and develop your career in a supportive environment.
- Qualifications: Must be ATT/ACA/ACCA/CTA qualified with significant private client tax expertise.
- Other info: Opportunity for business development involvement and tailored role based on your experience.
The predicted salary is between 40000 - 56000 £ per year.
TPF Recruitment is supporting a highly successful firm of chartered accountants based near Lamberhurst in Kent, near East Sussex. Our client is a well-established and highly reputable chartered accountancy practice that has a phenomenal reputation for their tax work across Kent, London, and the Southeast. This practice has been built with highly competent and experienced tax professionals from a range of backgrounds and poses a superb opportunity to join a market-leading practice that offers excellent exposure across a range of national and international clients including UHNWI\’s, HNWIs, Trusts & Estates, Directors & Entrepreneurial clients. This position will be built around the candidate’s experience and aspirations, and mixed tax Managers are equally of interest for a mixed or potential corporate-focused opportunity.
As a manager within this team, you will be allocated a portfolio of clients to suit your experience, being their first point of contact and responsible for providing advisory and compliance services, working closely with the Partners. You will be an important part of the management team, providing technical support to Partners, leading client meetings, ad-hoc specialist projects, managing junior staff, and delegating work. You will also have the opportunity to be involved in business development activities too, should you wish.
The successful individual will be rewarded with an excellent remuneration and benefits package, competitive with Top 10, Big 4 organisations in the London market, and a superb work-life balance including hybrid working.
Requirements
- ATT/ ACA/ACCA/CTA Qualified
- Significant private client/ personal tax expertise
- Experience in managing a portfolio of clients
- Compliance & Advisory expertise – role can be tailored to suit the individual
- Excellent communication skills
- This position will be built around the candidate’s experience and aspirations, and mixed tax Managers are equally of interest for a more corporate-focused position.
Benefits
- £50,000 – £70,000 dependent on experience, qualification and background, negotiable.
- 25 days holiday + bank holidays
- Parking
- Hybrid working
- Competitive pension
- Private healthcare
- Death in Service + More
- Please apply for the vacancy or contact Tristan Finch for a confidential conversation.
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Contact Detail:
TPF Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work with private clients. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Research the firm’s recent projects and client success stories. This knowledge will help you demonstrate your interest in their work during interviews and show how you can contribute to their ongoing success.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals and complex tax situations. Be ready to share specific examples of how you've successfully managed client portfolios and provided advisory services.
✨Tip Number 4
Familiarise yourself with the latest tax regulations and trends affecting private clients. Being knowledgeable about current issues will position you as a valuable asset to the team and show your commitment to professional development.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant qualifications, such as ATT, ACA, ACCA, or CTA. Emphasise your experience in managing a portfolio of private clients and any compliance and advisory expertise you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax management and your understanding of the firm's reputation. Mention specific experiences that align with the role, particularly your work with UHNWI's and HNWIs.
Highlight Your Management Skills: Since this role involves leading client meetings and managing junior staff, be sure to include examples of your leadership experience. Discuss how you've successfully delegated tasks and supported team members in previous roles.
Showcase Business Development Experience: If you have experience in business development activities, mention it! This could set you apart from other candidates. Discuss any initiatives you've led or contributed to that helped grow your previous firms.
How to prepare for a job interview at TPF Recruitment
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax, compliance, and advisory services. Be prepared to discuss specific tax scenarios and how you would approach them, as this role requires significant expertise in private client tax.
✨Demonstrate Client Management Skills
Since you'll be managing a portfolio of clients, think of examples from your past experience where you've successfully handled client relationships. Highlight your ability to communicate effectively and provide tailored advice.
✨Showcase Leadership Experience
As a manager, you'll need to lead client meetings and manage junior staff. Prepare to discuss your leadership style and any relevant experiences where you've successfully led a team or project.
✨Express Interest in Business Development
This position offers opportunities for business development. Be ready to share your ideas on how you could contribute to growing the firm's client base and enhancing its reputation in the market.
