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- Tasks: Lead tax management for clients, ensuring compliance and high service standards.
- Company: Join a dynamic firm specializing in private client tax services.
- Benefits: Enjoy competitive pay, professional development, and networking opportunities.
- Why this job: Make a real impact on clients' financial futures while growing your expertise.
- Qualifications: Must have CTA qualification and 5+ years in private client tax.
- Other info: Opportunity to work with diverse clients and attend industry events.
The predicted salary is between 48000 - 84000 £ per year.
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Manage income tax, National Insurance, and capital gains tax matters, including PAYE coding.
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Review Self-Assessment tax returns for approval and filing.
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Advise clients on inheritance tax, income tax, and capital gains tax, communicating through various channels.
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Support partners with advisory projects, including IHT planning, residence issues, and structuring.
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Attend client meetings, set budgets, and monitor project timelines.
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Liaise with HMRC on s9A enquiries and disclosures under the digital disclosure facility.
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Coordinate information collection for tax returns with clients and third-party professionals.
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Organise and prioritise work to meet HMRC deadlines and ensure high client service standards.
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Manage quarterly billing and track own time budgets.
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Attend internal management meetings and participate in networking events.
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CTA qualification with a minimum of 5 years in private client tax.
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Strong client-facing, organisational, and independent work skills.
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Proficiency in Word, Excel, CCH, and SharePoint.
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People management abilities and commercial awareness., * Capital Gains Tax
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Income Tax
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Inheritance
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Tax
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Tax Planning
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Tax Returns
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IHT
Private Client Tax - Senior Manager/Associate Director employer: Victus Search
Contact Detail:
Victus Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax - Senior Manager/Associate Director
✨Tip Number 1
Make sure to highlight your experience with income tax, National Insurance, and capital gains tax in your conversations. Be prepared to discuss specific cases where you've successfully managed these matters, as this will demonstrate your expertise to potential employers.
✨Tip Number 2
Networking is key! Attend industry events and connect with professionals who are already in the private client tax field. This can lead to valuable referrals and insights about job openings that may not be advertised.
✨Tip Number 3
Showcase your people management skills by discussing any leadership roles you've held or projects you've led. Employers are looking for candidates who can manage teams effectively while maintaining high client service standards.
✨Tip Number 4
Familiarize yourself with the latest HMRC regulations and digital disclosure facilities. Being knowledgeable about current tax laws and compliance will set you apart from other candidates and show your commitment to staying updated in the field.
We think you need these skills to ace Private Client Tax - Senior Manager/Associate Director
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in managing income tax, National Insurance, and capital gains tax matters. Include specific examples of how you've handled PAYE coding and reviewed Self-Assessment tax returns.
Showcase Advisory Skills: Demonstrate your ability to advise clients on inheritance tax, income tax, and capital gains tax. Mention any successful advisory projects you've supported, particularly in IHT planning and residence issues.
Detail Your Qualifications: Clearly state your CTA qualification and ensure you mention your minimum of 5 years in private client tax. This will help establish your credibility and expertise in the field.
Emphasize Client Management and Communication: Discuss your client-facing skills and how you've effectively communicated through various channels. Highlight your experience in attending client meetings and liaising with HMRC, as this is crucial for the role.
How to prepare for a job interview at Victus Search
✨Showcase Your Tax Knowledge
Be prepared to discuss your experience with income tax, National Insurance, and capital gains tax. Highlight specific cases where you've successfully managed these matters, as this will demonstrate your expertise and understanding of the complexities involved.
✨Demonstrate Client Communication Skills
Since the role involves advising clients through various channels, practice articulating complex tax concepts in a clear and concise manner. Share examples of how you've effectively communicated with clients in the past, especially regarding sensitive topics like inheritance tax.
✨Organizational Skills are Key
Discuss your approach to managing multiple projects and meeting deadlines, particularly with HMRC. Provide examples of how you prioritize tasks and ensure high standards of client service, which is crucial for this position.
✨Highlight Your People Management Experience
If you have experience managing teams or mentoring colleagues, be sure to mention it. This role requires strong people management abilities, so share how you've successfully led projects or supported team members in their professional development.
