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- Tasks: Manage a diverse portfolio of private clients and provide high-quality tax advice.
- Company: Join an established Cardiff-based accountancy practice with a strong reputation.
- Benefits: Enjoy hybrid working, 25 days annual leave, and a flexible benefits platform.
- Why this job: Make a real impact on client relationships and develop your career in a supportive environment.
- Qualifications: Must have ATT and/or CTA qualifications; experience with non-domiciled clients is a plus.
- Other info: Referral incentives available if you know someone suitable for the role.
The predicted salary is between 36000 - 60000 £ per year.
Are you a Tax Manger seeking a Private Client Advisory role, where you will be adding real value to your SME clients?
An established Cardiff based accountancy practice is looking to appoint a Private Client Manager/ Senior Manager to join their established private client services team. This is a key role with scope to influence client relationships, develop team members, and contribute to the wider strategic goals of the firm.
You will work closely with HNWIs, entrepreneurs, family offices, and trusts, delivering high-quality tax advice and compliance services.
To be considered for this opportunity you do need to have gained your ATT and/or CTA professional qualifications. It would be highly advantageous if you have gained experience with non-domiciled clients and international tax matters.
Exceptional communication skills are paramount to this position, coupled with strong technical knowledge of UK tax legislation, especially regarding;HNWIs, trusts, and IHT/CGT planning.
This is a great opportunity to really focus on Private Client advisory work and provide an exemplary service to your clients.
Private Client Manager/ Senior Manger duties and responsibilities;
- Manage a diverse portfolio of private clients including high-net-worth individuals, business owners, partnerships, and trusts.
- Oversee the preparation and review of complex self-assessment tax returns.
- Provide advisory services including inheritance tax planning, capital gains tax, non-domicile and residency planning, succession planning, and trust structuring.
- Estate tax experience.
- Managing and developing junior members of the tax team.
- Working within an established Tax Department organising the workload and liaising with other department managers to ensure client and business needs are met.
- Meet and engage new clients, within department and business parameters.
- Continue work to improve and evolve of the department.
- Contribute to business development, including attending networking events, identifying opportunities, and supporting proposals.
What is in it for you?
- Convenient office location with ample parking.
- Hybrid working model.
- 25 days annual leave plus bank holidays, plus the option to buy up to 5 days additional annual leave.
- Company pension scheme.
- Life Assurance.
- Enhanced family leave policies.
- Corporate Discounts platform.
- Flexible benefits platform.
Working hours; Monday-Friday 37.5 hour per week
Hybrid working is available
Excellent company benefits and career progression is available.
If this role is not quite right for you but know someone who might be suitable, we offer areferral incentive scheme.
Bowen Eldridge Recruitment are acting as anAccountancy Practice Recruitment Agencyon behalf of a client to appoint this vacancy.
JBRP1_UKTJ
Locations
Tax Manager (Private Client) employer: Bowen Eldridge Recruitment
Contact Detail:
Bowen Eldridge Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Manager (Private Client)
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work with high-net-worth individuals (HNWIs) and trusts. Attend industry events or seminars to connect with potential colleagues and clients, as personal recommendations can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the latest UK tax legislation and trends, particularly those affecting HNWIs and non-domiciled clients. Being well-versed in current issues will not only enhance your confidence but also demonstrate your expertise during interviews.
✨Tip Number 3
Showcase your communication skills by engaging in discussions about complex tax matters on professional platforms like LinkedIn. Sharing insights or writing articles can position you as a knowledgeable candidate and attract attention from recruiters.
✨Tip Number 4
Consider reaching out directly to the firm or similar companies to express your interest in the role. A proactive approach can set you apart from other candidates and may lead to valuable conversations about potential opportunities.
We think you need these skills to ace Tax Manager (Private Client)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax management, particularly with high-net-worth individuals and trusts. Emphasise your ATT and/or CTA qualifications, as well as any experience with non-domiciled clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client advisory work. Mention specific examples of how you've added value to previous clients and how your skills align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since exceptional communication skills are paramount for this role, provide examples in your application of how you've effectively communicated complex tax matters to clients or team members in the past.
Showcase Leadership Experience: If you have experience managing or developing junior team members, be sure to include this in your application. Highlight any specific achievements or initiatives you've led that contributed to team success.
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of UK tax legislation, especially regarding high-net-worth individuals, trusts, and inheritance/capital gains tax planning. Be prepared to discuss specific scenarios where you've applied this knowledge in your previous roles.
✨Demonstrate Exceptional Communication Skills
Since this role involves working closely with clients, it's crucial to exhibit strong communication skills during the interview. Practice explaining complex tax concepts in simple terms, as you would to a client, to showcase your ability to convey information effectively.
✨Highlight Your Experience with Diverse Client Portfolios
Prepare examples from your past experience managing diverse portfolios, particularly with high-net-worth individuals and non-domiciled clients. Discuss how you tailored your services to meet their unique needs and how you built lasting relationships.
✨Emphasise Your Leadership and Team Development Skills
As a potential manager, it's important to demonstrate your ability to lead and develop junior team members. Share specific instances where you've mentored others or contributed to team growth, and explain how you plan to continue fostering a collaborative environment.
