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- Tasks: Lead tax planning for high-net-worth clients and mentor junior staff.
- Company: Join a top Big 4 firm known for its supportive culture and work-life balance.
- Benefits: Enjoy flexible hours, hybrid working, and a competitive package including car allowance and bonuses.
- Why this job: Be part of a dynamic team with a national focus and an international network.
- Qualifications: ATT/CTA qualified with experience in Private Client Tax or a legal background.
- Other info: We celebrate diversity and welcome applicants from all backgrounds.
The predicted salary is between 48000 - 84000 £ per year.
Superb package including car allowance, bonus and hybrid working as standard.
Would you want the chance to work for one of the Big 4's leading Private Client teams with a real national focus? Would you like a role that can offer you flexible hours and manage your work-life balance? Does the chance to leverage off a superb international network interest you?
Working within this leading Private Client tax team, you will be a key member working alongside well-connected Private Client Tax Partners, where you will be a trusted advisor to UHNWI, HNWI, key business executives, as well as entrepreneurial clients as they develop and grow. You will be responsible for developing junior members of staff and understanding the art of delegation.
Work will include:
- Key development of the Private client & private business (OMBs) tax planning and strategies.
- Delivering close working client services with UHNWI individuals, financial advisors, agents, and private wealth/banking clients.
- Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures, and inheritance tax planning.
- Working closely with other areas within the business to support your clients on projects such as Share Planning, M&A transactions, and international expansions.
- Presenting quarterly presentations to team and partners.
You will ideally be:
- ATT/CTA qualified with some post-qualified experience or possibly from a legal background.
- Have a great understanding of complex Private Client Tax matters.
- Have an accounting consultancy, legal, or family office background.
- Ideally have some experience focusing on business development and commercial opportunities.
This Big 4 firm prides itself on work-life balance. One of the partners I am recruiting for is a working parent who understands the importance of family time. Even before the pandemic, this firm encouraged their staff to spend time working from home, and this will continue to be encouraged going forwards.
What next: I am looking for driven, ambitious Private Client Tax Managers to step up to Senior Manager or if you are wanting a role within the Big 4 as SM, if that is you please do get in touch.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Manager - Big 4
✨Tip Number 1
Network with professionals in the Private Client sector, especially those who work at Big 4 firms. Attend industry events or webinars to connect with potential colleagues and learn about their experiences.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in Private Client tax matters. This will not only enhance your knowledge but also demonstrate your commitment to staying updated in this dynamic field.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. This can provide you with insider insights into the company culture and expectations for the Senior Manager role.
✨Tip Number 4
Prepare to discuss your experience in business development and how you've successfully managed client relationships. Highlighting these skills will show that you're ready to take on the responsibilities of a Senior Manager.
We think you need these skills to ace Private Client Senior Manager - Big 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax matters, particularly with UHNWI and HNWI clients. Emphasise any qualifications like ATT/CTA and your understanding of complex tax issues.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your experience in business development and how you can contribute to the team’s success, especially in managing junior staff and client relationships.
Showcase Your Soft Skills: Highlight your ability to work collaboratively and manage client relationships effectively. Discuss your experience in presenting to teams and partners, as this is crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is essential in the tax profession.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially your ATT/CTA credentials and any relevant experience in Private Client Tax matters. Be prepared to discuss specific cases where you've successfully navigated complex tax issues.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll be expected to develop junior staff and delegate effectively. Share examples of how you've mentored others or led projects, showcasing your ability to manage teams and foster growth.
✨Understand the Firm's Culture
Research the firm's commitment to work-life balance and diversity. Be ready to discuss how you align with these values and how you can contribute to a supportive and inclusive workplace.
✨Prepare for Client Scenarios
Since you'll be advising UHNWI and HNWI clients, prepare to discuss your approach to client relationships. Think about how you would handle various scenarios, including tax planning strategies and collaboration with financial advisors.
