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For Companies At a Glance
- Tasks: Join a proactive team focusing on advisory roles and excellent client service.
- Company: Work with a top firm renowned for its supportive culture and premium environment.
- Benefits: Enjoy flexible hours, family-oriented events, and ongoing training from industry leaders.
- Why this job: Experience a unique advisory role with diverse clients in a cohesive, friendly atmosphere.
- Qualifications: ATT or CTA qualified, with experience in Private Client Tax and strong people skills.
- Other info: Opportunity to manage junior staff and develop your managerial experience.
The predicted salary is between 48000 - 72000 £ per year.
This is a growing practice where there is an opportunity for a proactive person to focus on an advisory role and develop excellent client service. This Top firm is unrivalled in peer competition and the most highly regarded firm in the area. In a newly developing area with much potential, you can experience the complexities of clients based in London, rivalling the London market, whilst enjoying the more rural and settled surroundings of Hampshire.
This team is flexible and family-oriented, organising summer parties and regular trips for you and your family. A team member recently told me that this office has a strong, cohesive and supportive environment, the culture you’d expect from a much smaller firm and that isn’t mirrored in any larger firms that he’d seen. This opportunity offers you a friendly and encouraging environment where the key point is being part of the team. Not only is this a premium environment, but the training offered is continually supportive and is ongoing. In addition, the national head of the private client tax department regularly comes to the office to provide training and advice.
The Role
Unlike many large firms, where you’re expected to take on a compliance-focused role and work your way up, this position offers a full advisory focused role! The firm can do this because the low-level compliance work for your clients is handled by another internal team, freeing up your time to focus on tax planning. There’s the chance to hit the ground running in this role. Within your first weeks, you will advise clients and meet with them – almost from day one. You can stretch your people skills and build a relationship with your clients; it’s not just about the process but about becoming the lead contact. Your portfolio will have more of a complex and interesting edge to it, holding HNWIs (including some non-doms). The clients are varied, both in location and discipline. There are many London-based clients and local, ranging from entrepreneurs, directors of companies, family money, and celebrities. There is added responsibility in reviewing junior staff’s work, giving you the chance to develop your managerial experience.
So, in summary, this role offers you advisory focus, supportive training, an unrivalled culture from a Top firm.
Your Experience
- Ideally you will be – ATT or CTA qualified or part qualified, or equivalent
- Experience in a Private Client Tax environment
- Good people skills and a team player
- Proven experience in handling a busy portfolio.
Private Client Tax Manager - Top Firm employer: Creative Tax Recruitment
Contact Detail:
Creative Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Top Firm
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet people from top firms, including our own. Building relationships can give you insights into the firm’s culture and potentially lead to referrals.
✨Tip Number 2
Research the firm thoroughly. Understand their values, recent achievements, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth individuals (HNWIs) and complex portfolios. Be ready to share specific examples of how you've successfully managed client relationships and provided advisory services in previous roles.
✨Tip Number 4
Showcase your people skills during any interactions with us. Since this role emphasises client relationships, demonstrating your ability to connect with others and work collaboratively will set you apart from other candidates.
We think you need these skills to ace Private Client Tax Manager - Top Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Private Client Tax. Emphasise your qualifications, such as ATT or CTA, and any specific achievements that demonstrate your advisory skills and ability to manage a busy portfolio.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your understanding of their supportive culture and how your people skills align with their team-oriented environment. Be sure to express your enthusiasm for working with high-net-worth individuals.
Highlight Advisory Experience: In your application, focus on your advisory experience rather than compliance work. Provide examples of how you've successfully advised clients in the past and how you can bring that expertise to this new role.
Showcase Team Collaboration: Since the firm values a cohesive team environment, include examples of how you've worked effectively within a team. Highlight any experiences where you've supported junior staff or contributed to a positive workplace culture.
How to prepare for a job interview at Creative Tax Recruitment
✨Showcase Your Advisory Skills
Since this role focuses on advisory work, be prepared to discuss your experience in tax planning and client advisory. Highlight specific examples where you've successfully advised clients, particularly high-net-worth individuals, and how you navigated complex situations.
✨Demonstrate Team Spirit
This firm values a cohesive and supportive environment. Be ready to share instances where you've worked effectively within a team, contributed to a positive culture, or supported colleagues. Emphasise your ability to collaborate and build relationships.
✨Prepare for Client Interaction Scenarios
As you'll be meeting clients almost from day one, think about how you would approach initial meetings. Prepare to discuss how you would build rapport with clients and manage their expectations, especially when dealing with diverse backgrounds and needs.
✨Highlight Your Continuous Learning Mindset
With ongoing training being a key aspect of this role, express your enthusiasm for professional development. Discuss any relevant courses or certifications you've pursued, and how you stay updated with changes in tax legislation and best practices.
