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- Tasks: Manage client portfolios and provide tax advice in a supportive team.
- Company: Join a well-established Tax and Investments Consultancy near Hemel Hempstead.
- Benefits: Enjoy a collaborative environment, bonuses, and opportunities for progression.
- Why this job: Make a real impact by supporting clients' business activities and building lasting relationships.
- Qualifications: Previous management experience in tax; ATT qualification preferred but not essential.
- Other info: Get involved in diverse advisory work and liaise with HMRC and clients.
The predicted salary is between 43200 - 72000 £ per year.
Location : Offices Near Hemel Hempstead (Hertfordshire)
Collaborative Supportive Environment, Bonus
Financial Divisions is partnering with an established Tax and Investments Consultancy with offices near Hemel Hempstead to support the recruitment of a Tax Consultant/ Tax Manager. This firm is dedicated to supporting their clients by providing comprehensive business advisory services; their ethos revolves around working in partnership to nurture enduring relationships, allowing them to understand their clients\’ goals and support their day-to-day actives as well as supporting their future aspirations.Tax Consultant role:
- Managing a portfolio of clients and providing any tax advice and support required.
- Undertaking tax Returns, CGT returns, and dealing with residency queries.
- HMRC letting campaign responses and negotiations.
- Contributing to the development of the portfolio, dealing with new client\’s enquiries.
- Supporting and managing the team.
Suitable Candidate for the Tax Consultant:
- Previous experience within a management capacity within tax.
- Professionally qualified or holds the relevant experience to undertake the role; – ATT Qualified
- Experience of trusts and Corporation tax an advantage but not a prerequisite.
- manage the day-to-day compliance for 200 HNW individuals
- Also deal with trust work including accounts, administration, and trust tax work.
- Get involved in a wide range of advisory work including residence and domicile advice, IHT and CGT advice.
- Assist the investment team with advice on tax.
- Liaise with HMRC, clients and third-party advisors.
- Has a desire to support clients business activities alongside developing new client relationships.
- Experience of managing a portfolio and deadlines.
Additional benefits and information for the role of Tax Consultant:
- Opportunity for future progression
- Supportive and collaborative environment
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Tax Manager- Wealth Management Firm - Offices Near Hemel Hempstead - Up to £60,000 (DOE) employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager- Wealth Management Firm - Offices Near Hemel Hempstead - Up to £60,000 (DOE)
✨Tip Number 1
Network with professionals in the wealth management and tax consultancy sectors. Attend industry events or join relevant online forums to connect with potential colleagues and clients, which can help you understand the firm's culture and client expectations.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends, especially those affecting high-net-worth individuals. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client portfolios and provided tax advice in previous roles. Highlighting your experience with compliance and advisory work will show that you're well-equipped for the responsibilities of the Tax Manager position.
✨Tip Number 4
Research the firm’s ethos and values, particularly their focus on nurturing client relationships. Be ready to articulate how your personal approach aligns with their mission, as cultural fit is often just as important as technical skills in collaborative environments.
We think you need these skills to ace Tax Manager- Wealth Management Firm - Offices Near Hemel Hempstead - Up to £60,000 (DOE)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in tax management and client portfolio management. Emphasise any qualifications, such as ATT, and specific achievements that demonstrate your ability to handle high-net-worth individuals and complex tax issues.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for tax consultancy and your understanding of the firm's ethos. Mention how your previous experience aligns with their focus on nurturing client relationships and supporting their business activities.
Highlight Relevant Skills: In your application, clearly outline your skills related to tax returns, CGT returns, and dealing with HMRC. Provide examples of how you've successfully managed client portfolios and contributed to team development in past roles.
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 consultancy field.
How to prepare for a job interview at Financial Divisions
✨Know Your Tax Regulations
Make sure you're up to date with the latest tax regulations and compliance requirements. Being able to discuss recent changes in tax law or how they might affect clients will show your expertise and commitment to the role.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and provide tailored advice, as this is crucial for a Tax Manager in a wealth management firm.
✨Showcase Team Leadership Experience
Since the role involves supporting and managing a team, be ready to discuss your leadership style and any relevant experiences. Share specific instances where you have motivated your team or resolved conflicts effectively.
✨Prepare for Technical Questions
Expect technical questions related to tax returns, CGT, and residency queries. Brush up on these topics and be prepared to explain your thought process when tackling complex tax issues.
