Private Client Senior Manager/AD
Apply now

Private Client Senior Manager/AD

Guildford Full-Time 54000 - 126000 £ / year (est.) No home office possible
Apply now
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At a Glance

  • Tasks: Manage and grow a diverse portfolio of private tax clients while advising on various tax services.
  • Company: Join a rapidly expanding Top 50 accountancy practice focused on ultra-high-net-worth individuals.
  • Benefits: Enjoy hybrid working, up to £90,000 salary, and up to 38 days annual leave with flexible options.
  • Why this job: This role offers career growth, networking opportunities, and the chance to make a real impact.
  • Qualifications: You need to be ATT or CTA qualified with experience in private client tax advisory work.
  • Other info: Be part of a dynamic team and contribute to the development of the private client tax strategy.

The predicted salary is between 54000 - 126000 £ per year.

My client is a rapidly expanding Top 50 accountancy practice, focussing on ultra-high-net-worth individuals, private and entrepreneurial businesses. Due to their growth, they are looking for a Senior Tax Manager or Associate Director to join their Private Client team in an advisory-based capacity.

Your new role

  • Manage and grow a varied portfolio of private tax clients.
  • Advise clients on a full range of services including CGT, international tax, property tax, tax returns, trusts & estates and IHT.
  • Review more complex tax returns and computations.
  • Play a key role in networking and marketing activities to win private client tax compliance and consultancy work.
  • Work closely with Shaw Gibbs Partners and the corporate tax team to ensure the firm is providing a full range of high quality tax services for our clients.
  • Take an active involvement in monitoring the team's KPIs.
  • Assist with the development and implementation of the local private client tax business strategy, consulting and drawing upon the expertise of the Board.
  • Help to plan and manage the work being delivered by the Private Client Tax team.
  • Be involved in line management and development of members of the Private Client Tax team.
  • Develop the relationships with the Firm's International network.

What you’ll need to succeed

You will be ATT or CTA qualified with demonstrable experience in private client tax advisory work. You will have managed a portfolio of clients offering advice across a range of topics. Excellent relationship management skills are a must.

What you’ll get in return

You will receive a salary dependent on experience of up to £90,000. This represents an excellent opportunity to further your career and to take the next step on your career path to senior management and above. Hybrid and flexible working options are available. Other benefits include buying or selling holidays, work bank holidays and take TOIL, all of which can add up to 38 days annual leave!

What you need to do now

If you’re interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call me now on 01256633150. If this job isn’t quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Private Client Senior Manager/AD employer: Hays Accountancy and Finance

As a rapidly expanding Top 50 accountancy practice, our company offers an exceptional work environment for professionals in the Private Client sector. With a strong focus on employee growth, we provide opportunities for career advancement, flexible working arrangements, and a generous leave policy that can total up to 38 days annually. Our collaborative culture encourages networking and personal development, making it an ideal place for those looking to make a meaningful impact while working with ultra-high-net-worth clients.
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Contact Detail:

Hays Accountancy and Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Senior Manager/AD

✨Tip Number 1

Network actively within the accountancy and tax advisory sectors. Attend industry events, webinars, and local meetups to connect with professionals who may have insights or leads on opportunities at firms like ours.

✨Tip Number 2

Showcase your expertise in private client tax by engaging in discussions on relevant online forums or social media platforms. This can help you build a reputation as a knowledgeable professional in the field, making you more attractive to potential employers.

✨Tip Number 3

Consider reaching out directly to current employees at StudySmarter or similar firms. Informational interviews can provide valuable insights into the company culture and expectations, and they might even refer you for the position.

✨Tip Number 4

Stay updated on the latest trends and changes in tax legislation that affect private clients. Being well-informed will not only prepare you for interviews but also demonstrate your commitment to the role and the industry.

We think you need these skills to ace Private Client Senior Manager/AD

ATT or CTA qualification
Private Client Tax Advisory Experience
Portfolio Management
Capital Gains Tax (CGT) Knowledge
International Tax Expertise
Property Tax Understanding
Trusts and Estates Knowledge
Inheritance Tax (IHT) Familiarity
Tax Return Review Skills
Relationship Management
Networking and Marketing Skills
KPI Monitoring
Team Leadership and Development
Strategic Planning
Excellent Communication Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in private client tax advisory work. Emphasise your qualifications (ATT or CTA) and any relevant achievements that demonstrate your ability to manage a varied portfolio of clients.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the key responsibilities mentioned in the job description. Discuss your experience with CGT, international tax, and property tax, and how you can contribute to the firm's growth.

Showcase Relationship Management Skills: In your application, provide examples of how you've successfully managed client relationships in the past. Highlight any networking or marketing activities you've been involved in that led to winning new business.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the accountancy field.

How to prepare for a job interview at Hays Accountancy and Finance

✨Showcase Your Tax Expertise

Make sure to highlight your ATT or CTA qualifications and any relevant experience in private client tax advisory work. Be prepared to discuss specific cases where you've successfully managed a portfolio of clients and provided advice on complex topics like CGT, international tax, and trusts.

✨Demonstrate Relationship Management Skills

Since excellent relationship management skills are crucial for this role, come ready with examples of how you've built and maintained strong client relationships. Discuss your approach to networking and how you can contribute to the firm's marketing activities.

✨Prepare for Team Management Questions

As this position involves line management and development of team members, be prepared to talk about your leadership style. Share experiences where you've successfully guided a team, monitored KPIs, or contributed to strategic planning.

✨Understand the Firm's Business Strategy

Research the company's growth and business strategy, especially in relation to their private client tax services. Being knowledgeable about their goals will allow you to align your answers with their vision and demonstrate your commitment to contributing to their success.

Private Client Senior Manager/AD
Hays Accountancy and Finance
Apply now
H
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