At a Glance
- Tasks: Manage a portfolio of high-net-worth clients, advising on tax and planning issues.
- Company: Join a leading accountancy firm known for its expertise in personal tax services.
- Benefits: Enjoy flexible hybrid working, supported progression, and competitive salary packages.
- Why this job: Work with top professionals in a dynamic environment, with clear paths to advancement.
- Qualifications: Must be CTA qualified with experience in advising wealthy clients and supervising junior staff.
- Other info: Opportunities for career growth to Associate Director and Director levels.
The predicted salary is between 60000 - 80000 £ per year.
Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working? We’re working with a prominent accountancy firm that is looking to recruit an additional Personal Tax Manager or Senior Manager into its growing Birmingham team.
You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge.
You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with some tax advisory experience (the role involves both ad hoc planning projects and complex compliance).
You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route toward Associate Director and Director grades.
Salary will be dependent on grade and experience but is likely to be within the band £60k-£80k + bens.
Personal Tax Manager / Senior Manager – Birmingham employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager / Senior Manager – Birmingham
✨Tip Number 1
Network with professionals in the personal tax field, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in tax advisory.
✨Tip Number 2
Showcase your expertise in advising HNW clients by sharing relevant case studies or experiences during interviews. This will demonstrate your ability to handle complex tax issues and your understanding of their unique needs.
✨Tip Number 3
Prepare to discuss your supervisory experience with junior tax advisers. Highlight specific examples of how you've mentored others, as this is a key aspect of the role and shows your leadership capabilities.
✨Tip Number 4
Familiarise yourself with the firm’s values and recent projects. Tailoring your conversation to align with their goals can set you apart and show your genuine interest in becoming part of their team.
We think you need these skills to ace Personal Tax Manager / Senior Manager – Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) clients and your qualifications, particularly your CTA certification. Emphasise any relevant roles where you've advised on income and capital taxation, trusts, and shareholder planning.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention specific experiences that demonstrate your ability to manage a portfolio of wealthy clients and your communication skills. Show how you align with their values and goals.
Showcase Your Leadership Skills: If you have experience supervising junior tax advisers, make sure to include this in your application. Highlight any mentoring or training roles you've taken on, as this is important for the position.
Prepare for Technical Questions: Be ready to discuss your technical knowledge in tax advisory and compliance during the interview process. Brush up on recent changes in tax legislation that may affect HNW clients, as well as common planning strategies.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Client-Facing Skills
Since this role is highly client-facing, be prepared to discuss your experience in managing relationships with high-net-worth clients. Share specific examples of how you've successfully advised clients on complex tax issues and built trust.
✨Demonstrate Technical Knowledge
Brush up on your technical knowledge regarding income and capital taxation, trusts, and domicile issues. Be ready to answer technical questions and provide insights into recent changes in tax legislation that may affect HNW clients.
✨Highlight Leadership Experience
If you have experience supervising junior tax advisers, make sure to mention it. Discuss how you've mentored others and contributed to their professional development, as this will show your readiness for a managerial role.
✨Express Your Career Aspirations
This position offers a genuine route towards Associate Director and Director grades. Be open about your career goals and express your enthusiasm for developing your skills within a supportive environment.