At a Glance
- Tasks: Lead Private Client tax planning and strategies while working closely with high-net-worth clients.
- Company: Join a growing London law firm focused on private client tax services.
- Benefits: Enjoy flexible hours and a competitive package in a supportive environment.
- Why this job: Step into a key role with UHNWI clients and develop your leadership skills.
- Qualifications: ATT/CTA/STEP qualified with experience in complex Private Client Tax matters.
- Other info: We value diversity and encourage applicants from all backgrounds.
The predicted salary is between 54000 - 84000 £ per year.
<p><strong>Tax Senior Manager – Private Client</strong></p><p><strong>Law Firm</strong></p><p><strong>Based in London</strong></p><p><strong>Competitive package</strong></p><p>Are you keen to move away from a mainstream accounting firm into a law firm with a wide range of HNWI clients? Are you a Private Client Tax Senior Manager looking to step up to Director? Does the thought of working for a smaller firm away from a large corporate environment appeal to you? Would you like a role that offers flexible hours and helps manage your work-life balance?</p><p>This role will be within a London law firm looking to grow its Private Client tax offering. You will be a key member working closely with a well-connected Private Client Tax Partner and wider legal partners, where you will be client-facing from the outset with the view to becoming a trusted advisor to UHNWI, HNWI, families, and their estates as well as ongoing trusts. You will be responsible for developing junior staff and understanding the art of delegation.</p><p>Work will include:</p><ul><li>Key development of the Private Client tax planning and strategies</li><li>Delivering close working client services with UHNWI individuals, financial advisors, agents, and private wealth/banking</li><li>Dealing with tax structures on transactions including commercial & residential properties, art, etc.</li><li>Working on wider projects in relation to various taxation matters including onshore & offshore trusts, capital gains tax, structures, and inheritance tax planning</li><li>Presenting quarterly presentations to team and partners</li><li>Developing and upskilling the Private Client team</li></ul><p>You will ideally be:</p><ul><li>ATT/CTA/STEP Qualified with some post-qualified experience or possibly from a legal background</li><li>Possessing a great understanding of complex Private Client Tax matters</li><li>Having an accounting consultancy, legal, or family office background</li><li>Ideally with some experience focusing on business development and commercial opportunities</li></ul><p><strong>What next:</strong></p><p>I am looking for driven and ambitious Private Client Tax Senior Managers to step up to Director, or if you are wanting a role away from a Big 4/Top 20 accounting firm as Director, and the thought of working within the legal profession appeals to you, then please do get in touch on 07968 202512 or <a href="#">kevin.racher@pro-tax.co.uk</a>.</p><p><em>________</em></p><p><em>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.</em></p> J-18808-Ljbffr
Private Client Tax Senior Manager - Law Firm employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Law Firm
✨Tip Number 1
Make sure to network within the legal and tax communities in London. Attend relevant events, seminars, or workshops where you can meet professionals already working in law firms. This will not only help you gain insights into the industry but also potentially lead to referrals.
✨Tip Number 2
Familiarize yourself with the specific tax issues faced by UHNWI and HNWI clients. Understanding their unique needs and challenges will position you as a knowledgeable candidate who can provide tailored solutions.
✨Tip Number 3
Highlight any experience you have in business development and client management. Law firms value candidates who can not only manage existing relationships but also bring in new clients, so be prepared to discuss your strategies and successes in this area.
✨Tip Number 4
Prepare to discuss your approach to mentoring and developing junior staff. As a Senior Manager, you'll be expected to lead and nurture talent within the team, so showcasing your leadership skills will be crucial during the interview process.
We think you need these skills to ace Private Client Tax Senior Manager - Law Firm
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities and qualifications required for the Private Client Tax Senior Manager position. Tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with complex Private Client Tax matters, business development, and any relevant qualifications such as ATT, CTA, or STEP. Use specific examples to demonstrate your expertise.
Showcase Your Soft Skills: Since this role involves client-facing responsibilities and team development, be sure to mention your communication skills, ability to build relationships, and experience in mentoring junior staff. These are crucial for success in a law firm environment.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for transitioning from a mainstream accounting firm to a law firm. Mention why you are drawn to this particular firm and how you align with their values.
How to prepare for a job interview at Pro-Tax
✨Understand the Private Client Landscape
Make sure you have a solid grasp of the current trends and challenges in private client tax. Familiarize yourself with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI) needs, as well as the specific tax strategies that apply to them.
✨Showcase Your Client-Facing Experience
Prepare to discuss your previous experiences working directly with clients, especially in a tax advisory capacity. Highlight any successful relationships you've built and how you've acted as a trusted advisor.
✨Demonstrate Leadership Skills
Since this role involves developing junior staff, be ready to share examples of how you've mentored or led teams in the past. Discuss your approach to delegation and team development.
✨Prepare for Technical Questions
Expect to answer technical questions related to complex private client tax matters, including inheritance tax planning and offshore trusts. Brush up on relevant legislation and be prepared to discuss how you would handle specific scenarios.