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- Tasks: Lead complex private client tax projects and provide expert advice to high-net-worth clients.
- Company: Dynamic tax advisory firm in Leicester with a collaborative and inclusive culture.
- Benefits: Competitive salary, bonus, hybrid working, and 25 days holiday.
- Why this job: Join a forward-thinking team and make a real impact in the world of tax advisory.
- Qualifications: Solid private client advisory experience and relevant qualifications (ATT/CTA).
- Other info: Great progression opportunities to senior leadership and a focus on continuous learning.
The predicted salary is between 36000 - 60000 ÂŁ per year.
This Leicester based tax advisory firm has a new opening for a Private Client Tax Advisory Manager to join their team. The company fosters a collaborative and inclusive culture, emphasising professionalism, empathy, and respect. Employees benefit from flexible working arrangements and comprehensive development programmes. A commitment to diversity, continuous learning, and employee wellâbeing creates an environment where individuals can thrive and grow professionally. With a strong focus on innovation and clientâcentric solutions, the firm stands out as a forwardâthinking and supportive workplace.
This role reports into the senior leadership team and manages a high performing team headed up by two highly experienced and technically strong leaders. As Private Client Tax Advisory Manager you will have responsibility for providing technical advice across a wide range of projects including wealth planning, shareholder exit, deâmergers and ownerâmanaged businesses. You will provide advisory and consultancy services for private client services tax projects to UHNWI and HNWI clients, business owners and directors focusing on the Midlands market.
The role will involve working on a variety of advisory projects and technical assignments. Whilst the core role is private client tax based, you will have knowledge of key issues across other taxes, and will build your knowledge of other taxes and wider commercial issues. You will provide technical training and support to junior staff to develop the wider advisory capabilities of the whole team.
Responsibilities- Managing all aspects of delivering complex private client service planning projects, from start to completion.
- Ensuring tax quality at all times.
- Project management to ensure individual assignments are completed within budget.
- Taking responsibility for maintaining key client relationships.
- Maintaining an advanced level of technical knowledge through appropriate reading and CPD courses.
- Researching and preparing proposals for new work, and taking part in formal presentations to prospective clients.
- You will have solid private client advisory experience.
- Effective team leadership.
- ATT and / or CTA qualification.
- Significant previous experience at Senior Manager or Associate Director level in a professional firm.
- Proven experience in client handling and project management.
- Proven tax experience in producing high quality work.
- Competitive salary.
- Bonus.
- Hybrid working.
- 25 days holiday.
- Progression to the senior leadership team.
- Benefits package.
Interested? Register your interest by applying today or call Richard to discuss this opportunity further.
Private Client Tax Advisory Manager in Croft employer: Addington Ball
Contact Detail:
Addington Ball Recruiting Team
StudySmarter Expert Advice đ¤Ť
We think this is how you could land Private Client Tax Advisory Manager in Croft
â¨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and donât be shy about reaching out to professionals on LinkedIn. We all know that sometimes itâs not just what you know, but who you know that can help you land that dream job.
â¨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your expertise. Prepare a few examples of your past work and how it relates to the role you're after. We want to see how you can bring value to the team, so donât hold back!
â¨Ace the Interview
Interviews can be nerve-wracking, but theyâre also your time to shine! Research the company and prepare thoughtful questions to ask. We recommend practising common interview questions with a friend or in front of the mirror to boost your confidence.
â¨Follow Up
After your interview, donât forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We believe this small gesture can make a big difference in how youâre perceived as a candidate.
We think you need these skills to ace Private Client Tax Advisory Manager in Croft
Some tips for your application đŤĄ
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Advisory Manager role. Highlight your advisory experience and any relevant qualifications like ATT or CTA to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for tax advisory and how you align with our values of professionalism and empathy. Donât forget to mention your leadership experience!
Showcase Your Project Management Skills: Since this role involves managing complex projects, be sure to include examples of your project management successes. We love seeing how you've delivered high-quality work on time and within budget!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. Itâs the best way for us to receive your application and get you in front of the right people quickly!
How to prepare for a job interview at Addington Ball
â¨Know Your Stuff
Make sure you brush up on your technical knowledge related to private client tax advisory. Familiarise yourself with wealth planning, shareholder exits, and de-mergers. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
â¨Showcase Your Leadership Skills
Since this role involves managing a high-performing team, be prepared to share examples of your leadership experience. Talk about how you've supported junior staff or led projects in the past. This will demonstrate your ability to foster a collaborative and inclusive culture, which is key for the firm.
â¨Client-Centric Mindset
The firm values client-centric solutions, so think about how you can highlight your experience in client handling. Prepare anecdotes that showcase your ability to build strong relationships with UHNWI and HNWI clients, as well as your approach to project management and delivering quality work.
â¨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could be about their approach to continuous learning or how they support employee well-being. Asking questions shows your interest in the company culture and your desire to grow within the organisation.
