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- Tasks: Manage a diverse portfolio of private clients and provide expert tax advice.
- Company: Forward-thinking Accountancy Firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Other info: Join a growing team with clear progression opportunities.
- Why this job: Take ownership of your portfolio and shape the future of client services.
- Qualifications: Significant experience in Private Client Tax and strong technical knowledge.
The predicted salary is between 55000 - 65000 £ per year.
NXTGEN is delighted to be partnering with a highly regarded and forward-thinking Accountancy Firm to recruit a Private Client Tax Manager into their expanding tax team. This is a fantastic opportunity for an experienced Private Client specialist looking to step into a broader leadership role, or for an established Manager seeking a new challenge where they can take real ownership of their portfolio and influence the direction of the service line.
This Private Client Tax Manager position offers genuine scope to lead, develop and shape client relationships. You’ll work closely with Partners and senior stakeholders across a varied and high-quality client base, delivering complex personal tax advice while ensuring compliance and exceptional service standards. The firm prides itself on combining technical excellence with a collaborative, people-focused culture.
As Private Client Tax Manager, you will take responsibility for a substantial portfolio of clients with complex tax affairs. You will act as a trusted adviser, providing clear and commercially minded advice, while overseeing junior team members and contributing to the continued growth of the tax practice.
Key Responsibilities:- Managing a diverse portfolio of private clients, ensuring deadlines and expectations are met
- Reviewing complex personal tax returns and approving final tax packs for issue
- Providing high‑level advice across income tax, capital gains tax and wider personal tax planning matters
- Building strong, long‑term client relationships and acting as a key point of contact
- Managing workflow planning for your portfolio and reviewing WIP regularly
- Supporting fee proposals, quotes and new business opportunities
- Coaching, mentoring and delegating effectively to junior team members
- Driving efficiency improvements and embracing new technologies within the department
- Significant experience within Private Client Tax in a practice environment
- Strong technical knowledge of UK personal tax legislation
- Experience managing a portfolio of clients with complex tax needs
- Confidence reviewing work and leading junior team members
- ATT / CTA / ACA / ACCA / CA qualified (or qualified by experience)
- A commercially aware, client‑focused approach with excellent communication skills
- Competitive salary and benefits package
- Clear progression opportunities within a growing tax team
- Hybrid working and flexibility
- Ongoing professional development and technical support
- The opportunity to play a key role in shaping and developing the Private Client offering
If you are an experienced Private Client Tax Manager looking to take ownership of your portfolio within a supportive and ambitious firm, this is an excellent opportunity to build on your expertise while contributing to the growth of a respected practice. Please get in touch with Annie to find out more information.
Private Client Tax Manager in Peterborough employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Peterborough
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Private Client Tax Manager role. Highlight your achievements and how you can add value to their tax team – confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Tax Manager in Peterborough
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Manager role. Highlight your experience with complex tax affairs and client management to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how your background aligns with our firm’s values. Don’t forget to mention your leadership experience!
Showcase Your Technical Knowledge: We want to see your strong grasp of UK personal tax legislation. Include examples of how you've applied this knowledge in previous roles, especially when advising clients or managing portfolios.
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 important updates from us!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of UK personal tax legislation. Be prepared to discuss complex tax scenarios and how you've handled them in the past. This will show that you're not just familiar with the basics, but that you can navigate the intricacies of private client tax.
✨Showcase Your Leadership Skills
Since this role involves managing junior team members, be ready to share examples of how you've coached or mentored others. Highlight any experiences where you've taken ownership of a project or led a team to success, as this will demonstrate your capability to lead within the firm.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their approach to client relationships and how they foster a collaborative culture. This shows that you value teamwork and are keen to integrate into their people-focused environment.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to deliver high-level advice under pressure or manage tight deadlines. Practising these scenarios will help you articulate your thought process clearly during the interview.