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- Tasks: Manage complex private client portfolios and provide strategic tax planning advice.
- Company: Insite Group is a leading firm specialising in private client tax services.
- Benefits: Enjoy a permanent, full-time role with competitive pay based on skills and experience.
- Why this job: Join a dynamic team and work with high-net-worth individuals on intricate tax matters.
- Qualifications: Must have CTA, ACA, or ACCA qualification and 5-7 years of private client tax experience.
- Other info: Opportunity to mentor junior staff and contribute to business development initiatives.
The predicted salary is between 43200 - 72000 £ per year.
2 weeks ago Be among the first 25 applicants
This range is provided by Insite Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
Direct message the job poster from Insite Group
Senior Private Tax Manager – Complex Private Clients
Location: Worcester
Contract Type: Permanent, Full-time
About the Role
Our client is seeking an experienced Senior Private Tax Manager to join their established team in Worcester. This Senior Private Tax Manager role offers an exceptional opportunity to work with a sophisticated portfolio of complex private clients, providing comprehensive tax advisory services across various high-value and intricate tax matters. Based in Worcester, you will be responsible for managing relationships with high-net-worth individuals, family offices, and complex private client structures.
Key Responsibilities
Complex Private Client Management
- Lead and manage a diverse portfolio of complex private clients including high-net-worth individuals, entrepreneurs, and family offices
- Provide strategic tax planning advice for sophisticated private client structures and arrangements
- Handle complex inheritance tax planning, including trust structures, estate planning, and succession arrangements
- Manage capital gains tax planning for complex asset disposals and reorganizations
- Advise on complex income tax matters including non-domiciled clients and international tax issues
- Oversee complex private client compliance including personal tax returns, trust returns, and associated filings
Technical Advisory Services
- Provide expert guidance on complex trust and estate planning structures
- Advise on sophisticated tax planning opportunities for complex private client portfolios
- Handle complex residency and domicile issues for international private clients
- Manage complex capital gains tax reliefs including business asset disposal relief and investors\’ relief
- Provide strategic advice on complex pension planning and retirement tax strategies
- Handle complex private client transactions including business sales, property investments, and wealth structuring
Client Relationship Excellence
- Build and maintain strong relationships with complex private clients and their professional advisors
- Conduct regular strategic reviews with complex private client portfolios
- Provide proactive tax planning advice tailored to complex private client circumstances
- Coordinate with other professional advisors including solicitors, financial advisors, and wealth managers
- Represent clients in complex HMRC enquiries and negotiations
Team Leadership & Development
- Supervise and mentor junior private tax staff working on complex portfolios
- Provide technical guidance and support on complex private client matters
- Contribute to the development of the private client tax practice in Worcester
- Share knowledge and best practices across the team
- Support business development initiatives for complex private client services
Essential Requirements
Qualifications & Experience
- CTA, ACA, or ACCA qualification with significant post-qualification experience
- Minimum 5-7 years of private client tax experience, with substantial exposure to complex portfolios
- Proven track record of managing complex private client relationships
- Strong technical knowledge of all areas of private client taxation
- Experience with complex trust and estate planning structures
- Knowledge of international private client tax issues
Desired Skills and Experience
Senior Private Tax Manager, Private Client Tax Manager, Complex Private Client Tax, Worcester Tax Jobs, Private Wealth Tax, High Net Worth Tax, Family Office Tax, Trust Tax Manager, Estate Planning Tax, Inheritance Tax Specialist
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Accounting/Auditing
-
Industries
Accounting
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Senior Private Tax Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Tax Manager
✨Tip Number 1
Network with professionals in the private tax sector, especially those who work with high-net-worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting complex private clients. Demonstrating your knowledge during interviews can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare to discuss specific case studies or examples from your past experience that highlight your ability to manage complex private client portfolios. This will showcase your expertise and problem-solving skills effectively.
✨Tip Number 4
Familiarise yourself with the company’s values and recent projects. Tailoring your conversation to align with their goals during interviews can demonstrate your genuine interest in the position and the firm.
We think you need these skills to ace Senior Private Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing complex private client portfolios. Emphasise your qualifications, such as CTA, ACA, or ACCA, and any relevant achievements in tax advisory services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the specific responsibilities mentioned in the job description. Mention your experience with high-net-worth individuals and complex tax matters to demonstrate your suitability.
Highlight Relevant Experience: In your application, focus on your past roles that involved strategic tax planning, inheritance tax planning, and managing relationships with clients. Use specific examples to illustrate your expertise in these areas.
Showcase Leadership Skills: Since the role involves supervising and mentoring junior staff, include any leadership experiences you have. Discuss how you've contributed to team development and knowledge sharing in previous positions.
How to prepare for a job interview at Insite Group
✨Showcase Your Technical Expertise
As a Senior Private Tax Manager, you'll need to demonstrate your deep understanding of complex tax matters. Be prepared to discuss specific cases where you've successfully managed intricate tax planning or compliance issues, especially those involving high-net-worth individuals and family offices.
✨Highlight Relationship Management Skills
Building strong relationships with clients is crucial in this role. Share examples of how you've effectively managed client relationships in the past, particularly with complex private clients. Emphasise your ability to communicate complex tax concepts clearly and build trust.
✨Prepare for Technical Questions
Expect to face technical questions related to inheritance tax planning, capital gains tax, and international tax issues. Brush up on these topics and be ready to explain your thought process and approach to solving complex tax problems.
✨Demonstrate Leadership and Mentoring Experience
Since the role involves supervising junior staff, be ready to discuss your leadership style and any mentoring experiences you've had. Highlight how you've contributed to team development and knowledge sharing in previous roles.
