At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and lead advisory projects.
- Company: A growing mid-tier firm with a supportive team culture.
- Benefits: Flexible hybrid working, career progression, and a high-quality client base.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: Experience in tax management and strong client relationship skills.
- Other info: Opportunities for rapid promotion based on merit.
The predicted salary is between 48000 - 72000 £ per year.
Overview
The very successful and expanding team of this Top 30 firm offer a high quality and wide ranging client base, a diverse role covering compliance review and advisory work, a collegiate atmosphere with genuine support across all levels, and plenty of scope for progression.
You will suit either someone at AM level looking to step up into a full manager role, or an existing manager looking for higher quality work, increased prospects and a strong team environment.
Responsibilities
- Own a portfolio consisting of HNW and UHNW clients, including many with international aspects, entrepreneurs and inherited wealth, individuals and family groups.
- Manage and review compliance as part of day-to-day responsibilities.
- Work with more junior team members to develop their skills.
- Involve in advisory work, with greater or lesser input from senior managers, directors and partners depending on experience and comfort level with each project.
- Develop and maintain relationships with clients, colleagues within the firm, and external third-party advisors through effective communication.
Qualifications & Requirements
- Experience level aligned to AM up to full manager level, with potential progression to director and partner as part of career development.
Additional Information
The firm is keen to support all team members and values individuals who are happy at manager level or who are looking to progress to director and partner. Interviews and/or an informal and confidential chat can be arranged at short notice and at a convenient time to suit you.
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Private Client Tax Manager employer: Buckley Consulting LLP
Contact Detail:
Buckley Consulting LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience managing high-net-worth clients and how you've added value in previous roles. Bring examples of your work to the table to really impress them.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on articulating your thoughts clearly, especially around complex tax issues and client management. This will help you feel more confident when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Manager role. Highlight your experience with HNW individuals and any advisory projects you've been involved in, as this will show us you're a great fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the opportunity at our firm and how your background makes you the perfect candidate. Don’t forget to mention your approach to mentoring and team leadership!
Showcase Your Client Management Skills: In your application, emphasise your experience in managing client relationships. We want to see how you’ve added value in previous roles and how you can bring that expertise to our team. Be specific about your successes!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at Buckley Consulting LLP
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to high-net-worth individuals and trusts. Being able to discuss specific cases or recent changes in tax law will show your expertise and confidence.
✨Showcase Your Leadership Skills
Since the role involves mentoring junior colleagues, be prepared to share examples of how you've successfully led a team or trained others. Highlighting your ability to motivate and coach will resonate well with the interviewers.
✨Client Relationship Focus
Demonstrate your understanding of client management by discussing how you've added value in previous roles. Be ready to talk about how you approach client interactions and provide relevant tax advice, as this is crucial for the position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, career progression opportunities, and their approach to hybrid working. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.