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- Tasks: Lead tax compliance and advisory services for high-net-worth individuals and families.
- Company: Join a leading advisory firm with a focus on private client services.
- Benefits: Competitive salary, professional development, and opportunities for international collaboration.
- Why this job: Make a real impact by advising clients on complex tax matters and driving improvements.
- Qualifications: Degree level education and CTA/ACA qualified with strong technical skills.
- Other info: Dynamic team environment with opportunities for mentorship and career growth.
The predicted salary is between 36000 - 60000 £ per year.
This role within our clients private client services team based in Guildford will provide full UK tax compliance and advisory services to a wide range of regional, London and internationally based clients. A Manager is required to support the continued expansion of the Private Client Services team generally with a focus on advisory work for HNWIs and families, entrepreneurs, OMBs, private equity, trusts, with a varied asset base. The role will be split between advisory and tax compliance initially, but with a move to more advisory work in the longer term. There will also be opportunities to work with other tax specialists nationally and internationally.
Responsibilities
- Take full responsibility for project delivery on their portfolio.
- Have a strong understanding of the technical complexities that clients face and be able to provide clear, concise and practical advice.
- Manage a varied portfolio of clients commercially including control of billings and cash collection within the firms criteria.
- Review work prepared by more junior members of staff.
- Liaise with HMRC.
- Ensure assignments are completed within agreed budgets and keep client / Partner / Director informed of overruns and plan staff assignments in order to give an appropriate spread of experience.
- Ensure that the firms quality control procedures are always adhered to.
- Identify risk and technical matters, as well as selling opportunities, to the Partner / Director / Manager group, whilst exercising judgement within agreed parameters.
Management
- Provide overall support to Partners / Directors on client matters and assist in the management of the group, this will include support at times for the recruitment and management of staff.
- Assist the management team within the business group, to provide support to the rest of the Tax team.
- Actively participate in team meetings.
- Provide training to more junior staff both on the job and through monitoring exam and on the job performance, whilst consistently providing feedback.
- Counsel, appraise, develop and motivate staff as appropriate.
Sales and Marketing
- Recognise business development opportunities and inform and work with the Partners / Directors / Managers and the client to develop these when they arise.
- Participate in bids / proposals for new work and business development with intermediaries.
Communication and Representation
- Develop contact with clients at senior level and maintain contact with other levels as appropriate to ensure the firm has the confidence of the client.
- Act as a liaison between the client and other specialist service groups within the firm.
- Contribute presenting on internal courses and meetings.
- Work on own initiative.
- Consult with colleagues and Partners / Directors on technical and risk matters.
Requirements
- Educated to degree level, and / or CTA and / or ACA qualified or equivalent.
- Demonstrable post qualified experience.
- Strong technical ability in the field of private client.
- Guide and supervise less experienced colleagues.
- Support, train, mentor and advise others in own area.
- Challenge current practice driving improvements and championing change.
- Take personal responsibility for own decisions and actions and those of others.
Manager – Private Client Tax – Guildford- Leading Advisory Firm- employer: CK Search Global
Contact Detail:
CK Search Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager – Private Client Tax – Guildford- Leading Advisory Firm-
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge in private client tax. Share insights or experiences that demonstrate your understanding of the complexities clients face. This will show them you’re not just another candidate, but someone who can add real value.
✨Prepare for Interviews
Do your homework before interviews! Research the firm’s recent projects, their approach to client services, and any news related to private client tax. This will help you tailor your answers and show that you’re genuinely interested in the role and the company.
✨Apply Through Our Website
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 serious about joining our team and ready to take the next step in your career.
We think you need these skills to ace Manager – Private Client Tax – Guildford- Leading Advisory Firm-
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Manager in Private Client Tax. Highlight your experience with HNWIs, advisory work, and any relevant qualifications like CTA or ACA. We want to see how your skills match what we're looking for!
Showcase Your Advisory Skills: In your application, emphasise your ability to provide clear and practical advice on tax compliance and advisory services. We’re keen on candidates who can demonstrate their understanding of the complexities clients face, so don’t hold back!
Highlight Team Management Experience: Since this role involves managing a team, be sure to mention any experience you have in training, mentoring, or supervising others. We value leadership skills, so let us know how you've developed and motivated your team in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at CK Search Global
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge related to private client tax. Understand the complexities that high-net-worth individuals (HNWIs) and families face, as well as the latest regulations. This will help you provide clear and practical advice during the interview.
✨Showcase Your Advisory Skills
Since the role leans towards advisory work, be prepared to discuss your experience in providing strategic tax advice. Think of specific examples where you've successfully managed client portfolios or identified business development opportunities, and be ready to share these stories.
✨Demonstrate Leadership Qualities
As a Manager, you'll need to guide and mentor junior staff. Highlight your experience in training and developing others, and be ready to discuss how you've motivated teams in the past. This shows that you're not just a tax expert but also a great leader.
✨Engage with the Interviewers
Don't forget that interviews are a two-way street! Prepare thoughtful questions about the firm's approach to client services and their future plans. This shows your genuine interest in the role and helps you assess if the firm is the right fit for you.
