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- Tasks: Manage client relationships and advise on personal tax issues like succession planning and capital taxes.
- Company: Join a leading Private Client team known for its impressive high-net-worth clientele.
- Benefits: Enjoy excellent career progression opportunities and support for skill development.
- Why this job: Build your reputation in the region while working with an award-winning team.
- Qualifications: CTA qualification and experience in personal tax advisory roles are essential.
- Other info: This role offers a mix of strategic planning and compliance work.
The predicted salary is between 43200 - 72000 £ per year.
This prominent Private Client team acts for an impressive client base of HNW old and new money clients including landed estates, rural business owners, wealthy families and trusts.
They continue to attract work of the highest quality and are keen to bolster their team with the appointment of a CTA personal tax Senior Manager.
You will perform a client relationship management role, as their key trusted adviser. You’ll advise on a broad range of personal tax related issues including succession planning, CGT, IHT and the use of trust structures.
The role involves a healthy mix of ad hoc capital taxes planning work (assisted by high profile Partners where required), as well as overseeing an interesting compliance portfolio.
You will have the opportunity to build a name for yourself in the region, developing relationships with clients and third-party advisers, backed by an award-winning team.
Support will be provided with developing your skills and experience towards AD and Director grades, so prospects for progression are excellent.
To find out more about this opportunity and to request a full job description, simply email .
Alternatively, simply apply below:
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Private Client Tax Senior Manager - Salisbury employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Salisbury
✨Tip Number 1
Familiarize yourself with the specific needs and challenges faced by high-net-worth individuals, especially in areas like succession planning and capital gains tax. This knowledge will help you stand out as a candidate who understands the nuances of the role.
✨Tip Number 2
Network with professionals in the private client sector, including financial advisors and estate planners. Building these relationships can provide valuable insights and potentially lead to referrals or recommendations for the position.
✨Tip Number 3
Demonstrate your expertise in trust structures and compliance during any discussions or interviews. Being able to articulate your experience and how it relates to the role will show that you're ready to take on the responsibilities of a Senior Manager.
✨Tip Number 4
Research the firm’s recent achievements and their approach to client management. Tailoring your conversations to reflect their values and successes can help you connect better with the team and show your genuine interest in joining them.
We think you need these skills to ace Private Client Tax Senior Manager - Salisbury
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly understand the responsibilities of a Private Client Tax Senior Manager. Familiarize yourself with key terms like succession planning, CGT, IHT, and trust structures to demonstrate your knowledge in your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in personal tax advisory roles, particularly with high-net-worth clients. Provide specific examples of how you've successfully managed client relationships and handled complex tax issues.
Showcase Your Skills: Detail your skills in client relationship management and compliance oversight. Mention any relevant qualifications, such as CTA, and how they contribute to your ability to advise clients effectively.
Tailor Your Application: Customize your application to reflect the values and goals of the firm. Show enthusiasm for the opportunity to work with an award-winning team and your desire to develop your career towards AD and Director grades.
How to prepare for a job interview at Howells Consulting Ltd
✨Understand the Client Base
Familiarize yourself with the types of clients the firm serves, such as HNW individuals, landed estates, and trusts. Being able to discuss their specific needs and how you can address them will demonstrate your suitability for the role.
✨Showcase Your Tax Knowledge
Prepare to discuss your expertise in personal tax issues, including succession planning, CGT, and IHT. Highlight any relevant experience you have with trust structures and compliance portfolios to show you are well-equipped for the responsibilities of the position.
✨Emphasize Relationship Management Skills
As a key trusted adviser, your ability to build and maintain client relationships is crucial. Be ready to share examples of how you've successfully managed client relationships in the past and how you plan to do so in this role.
✨Express Your Career Aspirations
Discuss your interest in progressing towards AD and Director grades. Show enthusiasm for the support offered by the team for skill development and express how you envision your career path aligning with the firm's goals.
