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- Tasks: Manage a diverse portfolio of private clients and provide high-quality tax advice.
- Company: Join an established Cardiff accountancy practice with a strong reputation in private client services.
- Benefits: Enjoy hybrid working, 25 days annual leave, and a range of corporate perks.
- Why this job: Make a real impact on client relationships while developing your skills in a supportive environment.
- Qualifications: Must have ATT and/or CTA qualifications; experience with non-domiciled clients is a plus.
- Other info: Opportunity for career progression and a referral incentive scheme available.
The predicted salary is between 36000 - 60000 £ per year.
Are you a Tax Manager 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 Manager 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 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 a referral incentive scheme.
Tax Manager (Private Client) in Cardiff 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) in Cardiff
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who work with high-net-worth individuals. Attend local events or seminars in Cardiff to build connections that could lead to referrals or insider information about the role.
✨Tip Number 2
Familiarise yourself with the latest UK tax legislation and trends, particularly those affecting private clients. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in your field during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach and show that you understand what they value in a candidate.
✨Tip Number 4
Prepare to discuss specific examples of how you've added value to previous clients, particularly in areas like inheritance tax planning or trust structuring. Real-life scenarios will showcase your expertise and problem-solving skills effectively.
We think you need these skills to ace Tax Manager (Private Client) in Cardiff
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 and any specific experience with non-domiciled clients or international tax matters.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for private client advisory work. Mention how your skills align with the responsibilities outlined in the job description, such as managing diverse portfolios and providing high-quality tax advice.
Highlight Communication Skills: Since exceptional communication skills are paramount for this role, provide examples in your application of how you've successfully engaged with clients and developed relationships in previous positions.
Showcase Leadership Experience: If you have experience managing or developing junior team members, be sure to include this in your application. Highlight any specific instances where you contributed to team development or improved departmental processes.
How to prepare for a job interview at Bowen Eldridge Recruitment
✨Showcase Your Technical Knowledge
Make sure to brush up on 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 connect with diverse audiences.
✨Highlight Your Experience with HNWIs and International Tax
If you have experience dealing with non-domiciled clients or international tax matters, make sure to highlight this during the interview. Share specific examples of how you've navigated these complexities to add value to your clients.
✨Prepare for Team Management Questions
As a Private Client Manager/Senior Manager, you'll be expected to manage and develop junior team members. Be ready to discuss your leadership style and provide examples of how you've successfully mentored others in your previous positions.
