At a Glance
- Tasks: Manage a successful family's tax, investments, and wealth planning with hands-on involvement.
- Company: Join a dynamic family office focused on entrepreneurial success.
- Benefits: Flexible part-time role, competitive pay, and direct exposure to decision-makers.
- Other info: Work approximately 2 days a week in Leicester with excellent career progression opportunities.
- Why this job: Make a real impact on high-net-worth family affairs in a varied and engaging role.
- Qualifications: Experience in private client tax management; CTA, ACA, or ACCA qualifications are a plus.
The predicted salary is between 49500 - 60500 £ per year.
Working closely with the Group Finance Director, you'll become involved in the management of a successful entrepreneurial family's affairs, covering tax, investments, property and wider wealth planning.
This is a broad, hands-on role offering exposure well beyond traditional private client compliance work.
You'll coordinate advisers, oversee key financial matters and support decision-making across a range of family assets and structures.
We're particularly interested in speaking with
- Private Client Tax Managers and Senior Managers
- Personal Tax professionals advising HNW and UHNW individuals
- Private Wealth, Trusts & Estates specialists
- Existing Family Office professionals seeking a flexible part-time role
CTA, ACA or ACCA qualifications would be welcome, although relevant experience is likely to be more important.
The role offers
- Approximately 2 days per week
- Leicester-based, ideally in the office on both working days
- A varied remit spanning tax, property, investments and family wealth
- Direct exposure to key decision-makers
- An excellent first move from practice into a family office environment
Private Client Tax Manager | Family Office Opportunity in Leicester employer: Cedar Careers
As a leading PE-backed services group based in Leeds, we pride ourselves on fostering a dynamic work culture that encourages innovation and collaboration. Our commitment to employee growth is evident through tailored development programmes and opportunities to lead transformative finance initiatives, making us an excellent employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager | Family Office Opportunity in Leicester
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Cedar Careers often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Cedar Careers.
We think you need these skills to ace Private Client Tax Manager | Family Office Opportunity in Leicester
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Cedar Careers and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Cedar Careers. A little light-heartedness can go a long way!
How to prepare for a job interview at Cedar Careers
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
