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- Tasks: Manage a portfolio of high-net-worth clients and oversee their personal tax compliance.
- Company: Join a top-tier Private Client Tax team known for its expertise and client relationships.
- Benefits: Enjoy remote or hybrid working options, competitive salary, and additional benefits.
- Why this job: Be a trusted adviser to wealthy clients while developing your skills in a supportive environment.
- Qualifications: Must be CTA qualified with experience as an Assistant Manager or Manager in Private Client Tax.
- Other info: Attend the Southampton office a couple of days a month for team collaboration.
The predicted salary is between 58000 - 68000 £ per year.
Join a high quality Private Client Tax team, advising HNW entrepreneurs, business owners, wealthy families and trusts - but perform the role either hybrid or remotely (attendance in the Southampton office at least a couple of days a month).
As a Personal Tax Manager, you will take responsibility for a portfolio of new and old money HNW private clients, as their key trusted adviser and relationship manager. You will oversee their annual personal tax compliance, supervise junior advisers and identify potential CGT and IHT planning opportunities.
You will need to be CTA qualified with demonstrable experience as an Assistant Manager or Manager within a respected Private Client Tax team.
Salary dependent on experience but likely to be in the region c.£58k-68k + benefits.
Personal Tax Manager - Remote or Hybrid Working 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 - Remote or Hybrid Working
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest tax regulations and trends that affect high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the application process.
✨Tip Number 4
Prepare for potential case studies or scenario-based questions during interviews. Being able to showcase your problem-solving skills in real-life tax situations will set you apart from other candidates.
We think you need these skills to ace Personal Tax Manager - Remote or Hybrid Working
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax management, especially with high-net-worth clients. Emphasise your CTA qualification and any relevant roles you've held as an Assistant Manager or Manager.
Craft a Compelling Cover Letter: In your cover letter, explain why you're the perfect fit for the Personal Tax Manager role. Mention your experience with CGT and IHT planning opportunities, and how you can add value to their Private Client Tax team.
Showcase Your Relationship Management Skills: Since the role involves being a trusted adviser, provide examples of how you've successfully managed client relationships in the past. Highlight your ability to communicate complex tax issues clearly and effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Expertise
As a Personal Tax Manager, it's crucial to demonstrate your knowledge of personal tax compliance and planning. Be prepared to discuss specific cases where you've successfully advised clients on CGT and IHT opportunities.
✨Highlight Your Leadership Skills
Since you'll be supervising junior advisers, share examples of how you've mentored or led a team in the past. This will show your potential employer that you can manage relationships effectively and foster growth within the team.
✨Understand the Client Base
Familiarise yourself with the needs of high-net-worth individuals and families. During the interview, mention how you would tailor your approach to meet their unique financial situations and goals.
✨Prepare for Remote Working Questions
Given the option for remote or hybrid working, be ready to discuss how you manage your time and maintain productivity while working from home. Share any tools or strategies you use to stay organised and connected with your team.
