At a Glance
- Tasks: Manage personal tax clients and provide expert advice on complex tax matters.
- Company: Join a dynamic Tax team in a growing firm with a diverse client portfolio.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Collaborative culture focused on continuous learning and exceptional client service.
- Why this job: Make a real impact by guiding clients through their tax challenges and building lasting relationships.
- Qualifications: CTA or ATT qualified with 9+ years of relevant tax experience.
The predicted salary is between 55000 - 65000 £ per year.
Your new role
This is an exciting opportunity to join our growing Tax team, working with a diverse portfolio of individuals, families, trustees and executors.
You'll manage a varied mix of compliance and advisory work across personal tax, inheritance tax, trusts, estates and probate, while building long-term relationships with clients and providing practical, high-quality advice.
This is a client-facing role that requires excellent communication skills, strong technical expertise and the confidence to guide clients through complex tax matters.
You'll work closely with Directors and colleagues across the wider firm, supporting compliance, advisory projects and contributing to the continued growth of the Tax team.
Duties & key responsibilities
- Manage a portfolio of personal tax clients, delivering both compliance and advisory services.
- Review and oversee personal tax compliance work, ensuring deadlines are met and work is completed to a high standard.
- Manage the tax aspects of probate and estate administration, supporting executors and beneficiaries throughout the process.
- Prepare / review inheritance tax returns, including IHT400 and IHT100 returns where appropriate.
- Prepare / review applications for the grant of probate or letters of administration. Oversee estate administration including preparing / reviewing estate accounts.
- Provide advice on inheritance tax, trusts and estates taxation, and wider private client tax matters.
- Support Directors with technical advisory work and the preparation of client advice.
- Liaise with HMRC and other professional advisers on behalf of clients.
- Build and maintain strong client relationships through regular communication and meetings.
- Manage workflow, work in progress (WIP) and billing across your client portfolio.
- Identify tax planning opportunities and introduce clients to other specialist services across the firm where appropriate.
- Support business development activities where appropriate
- Collaborate with colleagues across the business to deliver an outstanding client experience.
- Maintain up-to-date technical knowledge through continuing professional development.
Skills & abilities
- Strong technical knowledge of personal tax, including inheritance tax, trusts and estates.
- Essential experience managing the tax aspects of probate and estate administration.
- Ability to manage multiple client relationships and competing priorities effectively.
- Excellent communication and interpersonal skills, with the ability to explain complex tax matters clearly.
- Strong organisational and time management skills.
- High attention to detail and commitment to delivering quality work.
- Ability to identify tax planning opportunities and provide practical, commercial advice.
- Confident working collaboratively with colleagues and external advisers.
Knowledge & experience
- CTA qualified or ATT qualified with minimum 9 years relevant tax experience
- Experienced Probate Practitioner
Personal attributes
- Client-focused with a passion for delivering exceptional service.
- Professional, approachable and able to build trusted relationships.
- Proactive with a collaborative approach to working within a team.
- Positive and adaptable, with the ability to thrive in a growing business.
- Committed to continuous learning and professional development.
- Solutions-focused with excellent problem-solving skills.
- High levels of integrity, professionalism and discretion when handling sensitive client matters.
Tax Manager in Maidenhead employer: Wilson Partners
Join a dynamic and supportive Tax team where your expertise will be valued and your career can flourish. We offer a collaborative work culture that prioritises professional development, ensuring you have the resources to excel in managing diverse client portfolios. Located in a vibrant area, our firm provides a unique opportunity to build meaningful relationships while delivering high-quality tax advice to individuals and families.
StudySmarter Expert Advice🤫
We think this is how you could land Tax Manager in Maidenhead
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Wilson Partners, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Tax Manager in Maidenhead
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Wilson Partners's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Wilson Partners. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Wilson Partners!
How to prepare for a job interview at Wilson Partners
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Wilson Partners.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Wilson Partners. It helps to show our commitment!
