How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Private Client Tax Manager
Private Client Tax Manager
About the Role
A Private Client Tax Manager, you will lead the delivery of personal tax services, managing client portfolios and ensuring compliance with UK tax regulations. You provide expert advice on complex tax planning, oversee teams, and develop strong client relationships. Your role ensures exceptional client service and contributes to the growth of the tax practice.
Key Accountabilities
-
Decision Making
- Confidently takes decisions within agreed remits.
- Addresses or escalates instances where colleagues fail to adopt core values or conduct respectfully.
- Proactively suggests solutions to problems rather than waiting for direction.
- Supports managers in delegated team management tasks (e.g., sickness reporting, holiday approvals).
-
Efficiency
- Challenges and assesses client fee levels against job recovery trends.
- Introduces alternative approaches to achieve higher efficiency without compromising client deliverables.
- Champions new technologies aimed at improving quality and efficiency, leading their departmental implementation.
Core Skills
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Client Focus
- Responds independently to client queries.
- Demonstrates deep insight into customer objectives, challenges, and risks, ensuring effective team briefing.
- Applies broad industry knowledge to address client needs flexibly—aiding junior colleagues and adhering to deadlines.
- Updates CCH systems to manage time-provisioning accurately, reviewing workload monthly to maximise fee recovery.
- Gains experience in new business acquisition by submitting proposals, fee quotes, and participating in client tender processes.
Technical Excellence
- Actively develops specialist knowledge, sharing updates with the team.
- Maintains awareness of industry developments through sector training, identifying new opportunities for advisory services.
Commitment
- Identifies skills gaps and advocates for team development.
- Recognises unconscious bias, considering whether candidates fit Azets’ broader values beyond technical skills.
- Initiates departmental improvement projects.
- Owns portfolio-time planning and delivers ambitious personal objectives.
Attention to Detail
- Develops team members by assigning challenging tasks while offering appropriate support.
- Empowers autonomy and regular, constructive feedback.
- Makes data-driven, rational decisions despite potential resistance.
- Takes ownership of mistakes, learning from performance feedback.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Living Our Values
- New to Azets: Demonstrates strong alignment with corporate values within early progress milestones.
- Existing Colleague: Consistently embodies Azets’ expected behaviours in daily work.
Technical Skills
- Reviews complex Private Client tax returns.
- Manages large client portfolios with nuanced needs, fostering strong interpersonal relationships.
- Demonstrates highly effective technical research and analytical capabilities.
- Approves final tax documents (packs/transmittal letters) before issue.
- Delegates task management to junior team members efficiently.
Qualifications
- Hold a relevant accountancy or tax qualification (e.g., ATT/CTA/ACA/ACCA/CA) or equivalent experience.
Essential Experience
Developed expertise through study complemented by office experience in an accountancy practice.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills