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- Tasks: Manage a diverse portfolio of trusts and tax compliance clients while providing expert advisory support.
- Company: Join a dynamic firm with a youthful and diverse workforce.
- Benefits: Competitive salary, comprehensive benefits, and hybrid working options.
- Other info: Flexible team player role with opportunities for growth and client interaction.
- Why this job: Advance your career in a supportive environment while tackling complex tax matters.
- Qualifications: Must hold an accountancy or tax qualification and have strong communication skills.
The predicted salary is between 50000 - 65000 £ per year.
About the role
Responsibilities include:
- Managing a portfolio of trusts and tax compliance clients.
- Preparing trust accounts, trust self‑assessment tax returns, R185s, IHT returns, estate tax returns, and personal tax returns.
- Providing ad‑hoc planning and advisory support to directors on diverse and challenging matters.
About you
- Hold an accountancy or tax qualification such as CTA, ACA, or TEP.
- Be at senior or manager level with a desire to advance to manager level and beyond.
- Exhibit excellent written and verbal communication skills, explaining complex tax matters in clear, jargon‑free language.
- Be flexible, a team player, and capable of handling your own portfolio of complex clients while assisting others as required.
Location and Working Arrangements
The role will be based mainly at our Kent office in Goudhurst. We offer hybrid working with the expectation of three days a week in the office. Travel to our London office for client meetings is expected on an ad‑hoc basis.
Salary and Benefits
Salary will be commensurate with qualifications and experience and is competitive for a London‑quality role based outside London. A comprehensive benefits package is also available.
Eligibility
All applicants must have the Right to Work in the UK; sponsorship is not available for this role.
Private Client/Senior Manager in London employer: Charter Tax
Contact Detail:
Charter Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client/Senior Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to managing trusts and tax compliance. We recommend doing mock interviews with friends or colleagues to build your confidence and refine your answers.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, whether in person or virtually, make sure to highlight your qualifications and experience in a way that’s relatable and easy to understand. Remember, clarity is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team and contributing to our success.
We think you need these skills to ace Private Client/Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the job description. Highlight your accountancy or tax qualifications and any relevant experience managing complex client portfolios.
Craft a Compelling Cover Letter: Use your cover letter to showcase your communication skills. Explain how you can simplify complex tax matters and why you're excited about the opportunity to work with us at StudySmarter.
Showcase Your Team Spirit: We love team players! Mention any experiences where you've collaborated with others or supported colleagues in managing their portfolios. This will show us you're flexible and ready to contribute.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. It’s the easiest way for us to see your application and get you on board with our fantastic team!
How to prepare for a job interview at Charter Tax
✨Know Your Numbers
Make sure you brush up on your technical knowledge related to trusts and tax compliance. Be ready to discuss specific examples of trust accounts or tax returns you've prepared, as this will show your expertise and confidence in handling complex matters.
✨Communicate Clearly
Since the role requires explaining complex tax matters in clear language, practice articulating your thoughts without jargon. You might even want to prepare a few scenarios where you simplified a complicated issue for a client or colleague.
✨Show Your Team Spirit
Highlight your experience working collaboratively with others. Think of examples where you supported team members or contributed to group projects, as this will demonstrate your flexibility and ability to handle a portfolio while assisting others.
✨Be Ready for Hybrid Questions
Given the hybrid working model, be prepared to discuss how you manage your time and productivity when working remotely. Share strategies that have worked for you in the past, especially if they relate to client meetings or managing your workload effectively.