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- Tasks: Manage private client portfolios and oversee compliance and advisory projects.
- Company: Join a top 40 independent accountancy firm with a focus on private client tax.
- Benefits: Enjoy teamwork, client care, and opportunities for professional development across four UK offices.
- Why this job: Make an impact in a growing firm while mentoring others and tackling complex tax issues.
- Qualifications: Must be CTA qualified with at least 5 years of private client tax experience.
- Other info: Focus on non-UK domicile cases and upcoming tax regulations.
The predicted salary is between 43200 - 72000 £ per year.
Private Client Tax Manager / Senior Manager Overview This role offers a blend of compliance and advisory responsibilities, focusing heavily on non-UK domicile cases. The successful candidate will manage a portfolio of private client cases, support advisory projects, and oversee team development. About the Firm A growing, independent Top 40 accountancy firm with a long history and expertise in private client tax. The firm values teamwork, client care, and offers services across four UK offices. Key Responsibilities Manage a portfolio of private clients, including non-doms, HNWIs, partnerships, and offshore trusts. Assist with advisory projects on inheritance tax (IHT), residence, offshore structures, and the upcoming non-dom rules for 2025. Oversee compliance, including tax returns and HMRC inquiries. Support client meetings, prepare reports, and ensure timely delivery of work. Mentor team members and contribute to internal and external business development. Requirements CTA qualified with a minimum of 5 years of private client tax experience. Strong knowledge of non-doms and offshore structures. AMRT1_UKTJ …
Private Client Manager/Senior Manager employer: Cedar Recruitment Careers
Contact Detail:
Cedar Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager/Senior Manager
✨Tip Number 1
Familiarize yourself with the latest non-dom rules and upcoming changes for 2025. This knowledge will not only help you in interviews but also demonstrate your proactive approach to staying updated in the field.
✨Tip Number 2
Network with professionals in the private client tax sector, especially those who have experience with non-domicile cases. Engaging in conversations can provide insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific advisory projects you've worked on, particularly those involving inheritance tax and offshore structures. Real-life examples will showcase your expertise and problem-solving skills.
✨Tip Number 4
Highlight your mentoring experience during discussions. The firm values team development, so demonstrating your ability to support and guide others will set you apart from other candidates.
We think you need these skills to ace Private Client Manager/Senior Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Private Client Manager/Senior Manager position. Understand the key responsibilities and requirements, especially regarding non-UK domicile cases and advisory projects.
Highlight Relevant Experience: In your CV and cover letter, emphasize your CTA qualification and at least 5 years of experience in private client tax. Provide specific examples of managing portfolios, handling compliance, and working on advisory projects related to inheritance tax and offshore structures.
Showcase Team Leadership Skills: Since the role involves mentoring team members, include any relevant experience you have in team development or leadership. Mention how you've contributed to business development in previous roles.
Tailor Your Application: Customize your application documents to reflect the values of the firm, such as teamwork and client care. Use language that aligns with the firm's culture and demonstrate your commitment to providing excellent service to private clients.
How to prepare for a job interview at Cedar Recruitment Careers
✨Showcase Your Expertise in Non-Dom Taxation
Make sure to highlight your experience with non-UK domicile cases during the interview. Discuss specific examples where you've successfully managed such clients and how you navigated complex tax regulations.
✨Demonstrate Your Advisory Skills
Prepare to discuss your involvement in advisory projects, particularly around inheritance tax and offshore structures. Be ready to explain your approach to problem-solving and how you provide value to clients.
✨Emphasize Team Leadership and Development
Since the role involves mentoring team members, share your experiences in team leadership. Talk about how you've supported colleagues' growth and contributed to a collaborative work environment.
✨Prepare for Compliance Discussions
Be ready to discuss your experience with compliance tasks, including tax returns and HMRC inquiries. Highlight your attention to detail and ability to meet deadlines, as these are crucial for managing client portfolios effectively.
