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- Tasks: Lead a dynamic team in advising high-net-worth clients on complex tax issues.
- Company: Join a top 30 firm renowned for its expertise in private client services.
- Benefits: Enjoy hybrid working, career progression, and support from experienced partners.
- Why this job: Elevate your career with a path to partnership in a prestigious environment.
- Qualifications: Must be CTA qualified with strong personal tax advisory experience.
- Other info: Diversity and inclusion are core values; all backgrounds are encouraged to apply.
The predicted salary is between 54000 - 84000 £ per year.
Job Description
Location
London
Type
Permanent
Private Client Senior Manager
London / Hybrid
Superb opportunity to build a career with a high-quality London Private Client team, offering the potential to progress to Partnership in a prominent team.
Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK res non dom with multi-jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.
They are keen to find a CTA qualified personal tax adviser who is ready to take on an Senior Manager role.
The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures. The position is very much client-facing, requiring excellent relationship management skills.
An interest in assisting the partners with networking and business development initiatives is also important, with prior experience in that area a key requirement.
You'll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.
If you are looking to take your Private Client career to the next level, with the aim of progressing towards Partnership with a respected London firm, please email john.corfield@pro-tax.co.uk for further details.
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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.
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Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax - Senior Manager - Top 30 Firm
✨Tip Number 1
Network with professionals in the Private Client sector. Attend industry events, webinars, or local meetups to connect with people who work in similar roles. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Research the firm’s recent projects and client successes. Being knowledgeable about their work will allow you to engage in meaningful conversations during interviews and demonstrate your genuine interest in their operations.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients and complex tax issues. Be ready to share specific examples of how you've successfully managed client relationships and navigated multi-jurisdictional tax matters.
✨Tip Number 4
Showcase your business development skills. Think of ways you can contribute to the firm's growth, whether through networking strategies or innovative ideas for attracting new clients, and be prepared to discuss these in your conversations.
We think you need these skills to ace Private Client Tax - Senior Manager - Top 30 Firm
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to grasp the key responsibilities and requirements. Highlight your experience in personal tax advisory, especially with HNW/UHNW clients, domicile, and offshore trust structures.
Tailor Your CV: Customise your CV to reflect your relevant experience and qualifications, particularly your CTA qualification and any previous roles that involved client-facing responsibilities and team management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client tax and your interest in business development. Mention specific examples of how you've successfully managed client relationships and contributed to networking initiatives.
Proofread and Edit: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. Ensure that your application is professional and polished, as attention to detail is crucial in this field.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of income and capital tax planning issues. Be prepared to discuss domicile, residence, remittance, and offshore trust structures in detail, as these are crucial for the role.
✨Demonstrate Relationship Management Skills
Since the position is client-facing, highlight your experience in managing client relationships. Share specific examples of how you've successfully built rapport with high-net-worth individuals or families.
✨Express Interest in Business Development
The firm values candidates who can assist with networking and business development initiatives. Be ready to discuss any previous experiences you have in this area and how you can contribute to the firm's growth.
✨Prepare for Team Management Questions
As team management is a key element of the role, think about your leadership style and be prepared to discuss how you would manage and support a team of personal tax advisers effectively.
