At a Glance
- Tasks: Manage personal tax cases and provide strategic tax advice to clients.
- Company: Dynamic tax team in Exeter focused on growth and collaboration.
- Benefits: Competitive salary, career development, and continuous learning opportunities.
- Other info: Join a supportive team and make a real impact in the tax field.
- Why this job: Accelerate your career while working with high-net-worth individuals and complex tax matters.
- Qualifications: Experience in tax compliance and advisory; ATT or CTA qualified.
The predicted salary is between 40000 - 55000 £ per year.
Are you a tax professional with accountancy practice experience looking to accelerate your career? We are seeking a Practice Tax Manager to join a dynamic tax team in Exeter, specialising in overseas and non-residential clients. This is an exciting opportunity to work with trusts, high-net-worth individuals, and a diverse portfolio of personal tax clients, providing both compliance and advisory services.
Key Duties
- Manage a portfolio of personal tax cases, including trusts and HNW individuals.
- Draft reports and letters providing tax advice, including IHT planning, residence, and domicile matters.
- Meet with clients to ascertain their tax planning needs and provide strategic guidance.
- Advise on CGT for property, shares, and other assets for UK and non-UK residents.
- Review the work of junior staff and contribute to their professional development.
- Provide and manage compliance services, including preparing and reviewing self-assessment tax returns and computations.
- Identify opportunities to promote cross-department services, including financial planning colleagues.
- Request, collate, and maintain accurate client information.
- Correspond confidently with clients, HMRC, solicitors, and other professional services firms.
- Maintain a high level of client care, professionalism, and discretion in all interactions.
About You
- Previous experience in tax compliance and advisory, including drafting reports.
- ATT or CTA qualified (or equivalent) with current technical knowledge.
- Strong understanding of regulatory compliance standards for tax.
- Organised, with the ability to plan time efficiently to meet deadlines.
- Professional, discreet, and confident, able to build rapport quickly with clients.
- Excellent communication skills for interacting with clients and professional contacts.
What We Offer
- Competitive salary of 40,000-55,000 plus benefits.
- Opportunity to work with a supportive, growth-focused tax team.
- Exposure to complex overseas and non-residential tax matters.
- Career development and continuous learning opportunities in a collaborative environment.
Practice Tax Manager - Overseas & Non-Residential. Job in Exeter LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join our dynamic tax team in Exeter as a Practice Tax Manager, where you'll enjoy a competitive salary and a supportive work culture that prioritises employee growth and development. With opportunities to engage with high-net-worth individuals and complex tax matters, you will be part of a collaborative environment that fosters continuous learning and professional advancement, making it an excellent place for tax professionals looking to make a meaningful impact.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Practice Tax Manager - Overseas & Non-Residential. Job in Exeter LilyLifestyle Jobs
✨Network Like a Pro
Get out there and connect with people in the tax industry! Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your experience with trusts and high-net-worth individuals. We want to see how you can bring value to their team, so prepare some examples of your past successes and how you’ve tackled complex tax issues.
✨Practice Your Pitch
Before any interview, practice your pitch! We recommend rehearsing answers to common questions about tax compliance and advisory services. This will help you feel more confident and articulate when discussing your qualifications and how you can contribute to the team.
✨Apply Through Our Website
Don’t forget to apply through our website for the Practice Tax Manager role! 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 Practice Tax Manager - Overseas & Non-Residential. Job in Exeter LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your tax compliance and advisory experience, especially with overseas and non-residential clients, to show us you're the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Don't forget to mention your qualifications like ATT or CTA!
Showcase Your Communication Skills:Since you'll be interacting with clients and other professionals, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to reflect this ability.
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 out on 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 your tax knowledge, especially around overseas and non-residential matters. Be ready to discuss specific cases you've handled, as well as any recent changes in tax regulations that could affect your clients.
✨Showcase Your Client Interaction Skills
Since the role involves meeting clients and providing strategic guidance, prepare examples of how you've built rapport with clients in the past. Think about times when you successfully navigated complex conversations or resolved client concerns.
✨Demonstrate Leadership Potential
As you'll be reviewing junior staff's work, highlight any experience you have in mentoring or training others. Share specific instances where you've contributed to someone's professional development or led a project.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, the types of clients you'll be working with, and opportunities for career development. This shows you're genuinely interested in the role and the company.
