At a Glance
- Tasks: Manage a diverse private client portfolio and deliver top-notch personal tax advice.
- Company: Well-established modern practice with a collaborative culture.
- Benefits: Competitive salary, flexitime, free parking, and strong pension scheme.
- Other info: Great career progression opportunities and ongoing professional development.
- Why this job: Join a tight-knit team and make a real impact on clients' financial futures.
- Qualifications: Experience in personal tax and strong communication skills required.
The predicted salary is between 45000 - 55000 £ per year.
In this hands-on private client role you will manage an excellent portfolio at a well-established modern practice, working with Partners to deliver high-quality personal tax advice. You will be part of a tight-knit team of six and focus on personal tax, IHT, trusts and estates.
Responsibilities
- Manage a high-quality private client portfolio covering personal tax, IHT, trusts and estates.
- Prepare and review self-assessment returns, CGT calculations, P11Ds, trust & estate returns, and IHT forms.
- Support Partners with MTD implementation and modernise tax processes.
- Assist with advisory work including income extraction, IHT planning, trust structuring and broader wealth/succession matters.
- Act as liaison point between clients, HMRC, solicitors and internal teams.
- Spot planning opportunities and raise advisory points where appropriate.
- Supervise and mentor junior colleagues, contributing to workflow management.
Qualifications
- Experience as a Personal Tax Senior, Assistant Manager or Manager in a practice environment.
- Qualifications: ATT, CTA, ACA, ACCA or strong QBE experience.
- Solid grounding in personal tax, IHT, trusts and estates.
- Confidence managing a portfolio and working directly with private clients and HNWIs.
- Proactive approach to digital change and MTD developments.
- Excellent communication, organisation and client-care skills.
Benefits
- A competitive salary based on experience.
- Modern offices with free on-site parking.
- Flexitime, overtime options and a good pension scheme.
- Collaborative culture with accessible Partners.
- Exposure to high-quality private client work.
- Ongoing professional development and clear career progression pathways.
Private Client Tax Senior/Manager. Job in Southampton LilyLifestyle Jobs in Eastleigh employer: United Cerebral Palsy of Georgia
Join a well-established modern practice in Southampton, where you will thrive in a collaborative culture alongside accessible Partners. With a focus on high-quality personal tax advice, you will benefit from ongoing professional development, clear career progression pathways, and a competitive salary, all while enjoying the perks of modern offices and flexible working arrangements.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior/Manager. Job in Southampton LilyLifestyle Jobs in Eastleigh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to personal tax and be ready to discuss how your experience aligns with their needs. Show them you’re not just another candidate, but the perfect fit!
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. This will help you articulate your thoughts clearly and confidently when it’s your turn in the hot seat.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in joining our team!
We think you need these skills to ace Private Client Tax Senior/Manager. Job in Southampton LilyLifestyle Jobs in Eastleigh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in personal tax, IHT, trusts, and estates to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about private client tax work. Share specific examples of how you've managed portfolios or supported clients in the past to make your application stand out.
Showcase Your Qualifications:Don’t forget to mention your qualifications like ATT, CTA, ACA, or ACCA. If you have strong QBE experience, let us know how that has prepared you for this role in your application.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨Know Your Tax Stuff
Make sure you brush up on personal tax, IHT, trusts, and estates. Be ready to discuss specific cases or scenarios you've handled in the past. This shows you’re not just familiar with the theory but have practical experience too.
✨Show Off Your Communication Skills
Since you'll be liaising with clients, HMRC, and other professionals, it’s crucial to demonstrate your communication skills. Practice explaining complex tax concepts in simple terms, as this will highlight your ability to connect with clients effectively.
✨Be Proactive About Digital Changes
With MTD implementation being a key part of the role, come prepared to discuss how you've adapted to digital changes in tax processes. Share examples of how you've modernised workflows or embraced new technologies in your previous roles.
✨Mentorship Mindset
If you’ve had experience supervising or mentoring junior colleagues, be sure to mention it. Talk about how you’ve contributed to their development and how you can bring that collaborative spirit to the team at this new role.
