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- Tasks: Manage a diverse portfolio of high-net-worth clients, providing tax compliance and advisory services.
- Company: Join a dynamic firm in the heart of London, focused on private client services.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive environment for career growth.
- Why this job: Perfect for those seeking autonomy in a collaborative setting with high-quality clients.
- Qualifications: CTA or ACA/ACCA qualified with strong experience in tax-focused roles.
- Other info: Opportunity to mentor junior staff and stay updated on tax legislation.
The predicted salary is between 43200 - 72000 £ per year.
Contact:
David Elliot
Contact email:
david@clark-wood.co.uk
Contact phone:
07538 908463
Published:
1 day ago
Expiry date:
2025-07-31
Startdate:
ASAP
Consultant:
David Elliot
Location: City of London – Hybrid Working (2 Days in Office)
About the Role
We are seeking an experienced and motivated Tax Senior or Manager to join our growing private client team. In this role, you will take ownership of a mixed portfolio of around 200 high-net-worth individuals, providing a comprehensive range of personal tax services including compliance, advisory, planning, and HMRC enquiry management.
This is a fantastic opportunity for someone looking to progress in a client-facing role that offers both autonomy and support in a collaborative, high-quality environment.
Managing a portfolio of approx. 200 HNW individuals, including entrepreneurs, property owners, and family offices
Preparing and reviewing self-assessment tax returns and other personal tax filings
Providing tailored tax planning and advisory services on a wide range of matters (residency, CGT, IHT, trusts, etc.)
Leading or supporting in HMRC enquiries and voluntary disclosures
Liaising directly with clients, legal advisers, and HMRC
Mentoring junior staff and assisting in their development
Keeping up to date with legislative changes and sharing insights with clients and the wider team
CTA and/or ACA/ACCA qualified (or equivalent experience)
Strong experience managing a portfolio of private clients in a tax-focused role
Confident handling both compliance and advisory work
Excellent communication and interpersonal skills
Detail-oriented, organised, and commercially aware
Able to work independently while contributing to a close-knit team
What We Offer
Competitive salary based on experience
Hybrid working – minimum 2 days per week in the office
Supportive environment for professional development and progression
If you\’re looking for a well-rounded role with high-quality clients, hybrid flexibility, and long-term career growth, we’d love to hear from you.
If this specific vacancy is not quite what you are looking for, please contact us to investigate alternatives; you can send your CV to this job or contact us directly. Refer a friend or colleague to us and receive a minimum of £500 in vouchers if we assist them in securing a permanent role
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Private Client & Corporate Tax / Mixed Tax Senior / Manager employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client & Corporate Tax / Mixed Tax Senior / Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with high-net-worth individuals. Attend relevant events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the latest tax legislation and trends affecting private clients. Being well-informed will not only help you in interviews but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed a portfolio of clients in previous roles. Highlight your experience with compliance and advisory work, as well as any mentoring you've done with junior staff.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions. Whether it's during a phone call or a networking event, being able to articulate your thoughts effectively will leave a positive impression on potential employers.
We think you need these skills to ace Private Client & Corporate Tax / Mixed Tax Senior / Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing high-net-worth individuals and showcases your qualifications such as CTA, ACA, or ACCA. Emphasise your skills in compliance and advisory work.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the role of Tax Senior or Manager. Mention your experience with personal tax services, your ability to handle HMRC enquiries, and your mentoring skills for junior staff.
Showcase Your Communication Skills: In both your CV and cover letter, demonstrate your excellent communication and interpersonal skills. Provide examples of how you've successfully liaised with clients and legal advisers in the past.
Highlight Your Organisational Skills: Detail your ability to manage a diverse portfolio of clients effectively. Mention any tools or methods you use to stay organised and up-to-date with legislative changes, which is crucial for this role.
How to prepare for a job interview at Clark Wood
✨Know Your Tax Regulations
Make sure you're up to date with the latest tax regulations and compliance requirements. Being able to discuss recent changes in legislation will show your expertise and commitment to the role.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your experience with high-net-worth individuals and your ability to provide tailored advisory services.
✨Showcase Your Communication Skills
Since this role involves liaising with clients, legal advisers, and HMRC, practice articulating complex tax concepts clearly and concisely. Good communication is key to building trust and rapport.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities in real-world scenarios. Think about how you would handle HMRC enquiries or complex tax planning situations, and be ready to discuss your thought process.
