At a Glance
- Tasks: Manage a diverse portfolio of private clients and deliver expert tax advice.
- Company: Progressive accountancy firm with a focus on employee development.
- Benefits: Competitive salary, hybrid working, and clear progression opportunities.
- Other info: Join a dynamic team that values innovation and professional growth.
- Why this job: Shape your career while building strong client relationships in a supportive environment.
- Qualifications: Experience in Private Client Tax and excellent communication skills required.
The predicted salary is between 55000 - 65000 £ per year.
NXTGEN is excited to be partnering with a highly respected and progressive Accountancy Firm to recruit a Private Client Tax Manager into their growing tax team. This is an outstanding opportunity for a Private Client Tax professional who is looking for a role with greater influence, stronger client ownership, and the chance to genuinely shape both their own career and the future direction of the service line.
Whether you are already operating at Manager level or looking to step into a broader leadership role, this position offers the perfect blend of technical challenge, client exposure, and progression. You'll work closely with Partners and senior leadership across a high quality and varied client portfolio, delivering complex personal tax advice while helping drive the continued growth and success of the team.
As Private Client Tax Manager, you will become a trusted adviser to clients with complex tax affairs, building long standing relationships and delivering clear, commercially focused advice. Alongside managing your own portfolio, you'll play an important role in supporting and developing junior team members within a collaborative and people focused environment that genuinely values its employees.
Key Responsibilities- Managing a varied portfolio of private clients, ensuring work is delivered to a high standard and within deadlines
- Reviewing complex personal tax returns and approving final tax packs before issue
- Advising clients on income tax, capital gains tax, and wider personal tax planning matters
- Building strong, long term client relationships and acting as a trusted point of contact
- Managing workflow planning across your portfolio and monitoring WIP regularly
- Supporting fee proposals, quotations, and wider business development activity
- Coaching, mentoring, and delegating effectively to junior members of the team
- Supporting process improvements and embracing new technologies to drive efficiency across the department
- Strong experience within Private Client Tax gained in a practice environment
- Excellent technical knowledge of UK personal tax legislation
- Experience managing a portfolio of clients with more complex tax affairs
- Confidence reviewing work and supporting junior team members
- ATT, CTA, ACA, ACCA or CA qualified, or qualified by experience
- A commercially aware and client focused approach with excellent communication skills
- Competitive salary and benefits package
- Clear progression opportunities within an expanding and ambitious tax team
- Hybrid working and flexibility around working arrangements
- Continued professional development and strong technical support
- The opportunity to play a key role in shaping and growing the Private Client Tax offering
If you are looking for a Private Client Tax Manager opportunity where you can take real ownership, build strong client relationships, and join a firm that genuinely invests in its people and future growth, this is a fantastic opportunity to explore further.
Private Client Tax Manager Position. Job in Cambridge LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
NXTGEN is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee development and progression. As a Private Client Tax Manager in Cambridge, you will enjoy a competitive salary, hybrid working options, and the chance to influence both your career trajectory and the growth of the tax team, all while building meaningful relationships with clients and mentoring junior staff in a collaborative environment.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager Position. Job in Cambridge LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Showcase Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your technical knowledge and experience in private client tax. Share specific examples of how you've tackled complex tax issues and built strong client relationships. This will show them you’re the real deal!
✨Prepare for Interviews
Do your homework before any interview! Research the firm’s values, recent projects, and their approach to client management. Prepare questions that show you’re genuinely interested in how you can contribute to their growth and success.
✨Apply Through Our Website
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 are proactive and engaged with our platform. Let’s get you that Private Client Tax Manager role!
We think you need these skills to ace Private Client Tax Manager Position. Job in Cambridge LilyLifestyle Jobs
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 personal tax matters 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 you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Technical Knowledge:We want to see your expertise in UK personal tax legislation. Include examples of how you've navigated complex tax situations in the past, as this will demonstrate your capability to handle the challenges of the role.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax 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 Client Management Skills
Think about examples where you've built strong relationships with clients. Be ready to share how you've managed a portfolio and provided tailored advice. This is key for the role, so highlight your ability to be a trusted adviser and how you’ve successfully supported clients with complex tax affairs.
✨Demonstrate Leadership Potential
Since this role involves coaching and mentoring junior team members, come prepared with examples of how you've led or supported others in your previous roles. Discuss any initiatives you've taken to improve processes or embrace new technologies, as this shows your commitment to team growth and efficiency.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client management and team development. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values. It’s a two-way street, after all!
