Private Clients Tax – Senior Manager/ Associate Director – Surrey
Private Clients Tax – Senior Manager/ Associate Director – Surrey

Private Clients Tax – Senior Manager/ Associate Director – Surrey

Guildford Full-Time 60000 - 84000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage tax affairs for high-net-worth clients and provide tailored advice.
  • Company: Join a leading global firm known for its expertise in private client services.
  • Benefits: Enjoy career development opportunities, mentorship, and a supportive team environment.
  • Why this job: Be a trusted advisor while tackling complex challenges and building strong client relationships.
  • Qualifications: Degree level education with CTA/ACA qualification and experience in private client tax.
  • Other info: Opportunities available at various levels and locations across the UK.

The predicted salary is between 60000 - 84000 £ per year.

Our global clients rapidly growing Private Client Team manage the tax affairs of private equity funds, unincorporated businesses, trusts, individuals and their wider families including working with many successful entrepreneurs.

Alongside solving a constantly evolving range of technical challenges, working in this team involves building strong relationships with clients so you become their trusted advisor and oversee their tax affairs in line with what they want to achieve as an individual or business.

They have established a strong global network that is recognised as a leader especially in looking after high net worth individuals, entrepreneurs and owner-managed businesses. Youll need excellent people skills and strong technical ability as you meet clients across the UK.

In return, youll have unparalleled access to partners and opportunities to develop your career in many different directions as you work across a truly diverse portfolio of global clients.

Your role

  • Looking after a portfolio of high-net-worth clients with complex needs and considering and anticipating their needs, working closely with the directors and partners delivering a client-centric service.
  • Your role will include control of WIP, recoveries and billing.
  • Advising on a range of tax matters, including succession planning and restructuring projects, as well as review of complex UK tax computations and returns.
  • Developing and maintaining relationships with clients as appropriate to ensure the firm has the confidence of the client.
  • Identify risk and technical matters, as well as business development opportunities to the Partner, whilst exercising judgement within agreed parameters.
  • Ensure that the firms quality control procedures are adhered to.
  • About you

  • Has an in depth, up to date knowledge of taxation with experience of advising high net worth individuals, their families and wealth protection structures.
  • Has experience of managing a portfolio of clients including control of client take-on and engagement, billings and identification of new opportunities.
  • Able to provide private client and trust compliance and advisory services to a wide range of clients using resource from a shared service team.
  • Have an understanding of potential risks to the firm arising from various aspects of client engagement.
  • Can guide and supervise less experienced colleagues.
  • Can support, train, mentor and advise others.
  • Will challenge current practice driving improvements and championing change.
  • Takes personal responsibility for own decisions and actions and those of others.
  • Leads projects of varying scale and complexity.
  • Is educated to degree level and is CTA and/or ACA qualified or equivalent.
  • Opportunities also exist at Assistant Manager and Manager level to join this highly supportive team. Also openings exist to join our client in other UK locations .

    Privacy Policy

    Categories: FAS & Valuations Roles: Assistant manager Associate Director Manager Senior Manager Locations: Guildford Surrey

    Private Clients Tax – Senior Manager/ Associate Director – Surrey employer: CK Search Global

    Join a leading global firm in Guildford, where you will be part of a dynamic Private Client Team dedicated to managing the tax affairs of high-net-worth individuals and businesses. With a strong emphasis on professional development, you will have unparalleled access to partners and diverse career growth opportunities, all within a supportive work culture that values collaboration and innovation. Experience the unique advantage of working in a vibrant location that fosters both personal and professional fulfilment.
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    Contact Detail:

    CK Search Global Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Private Clients Tax – Senior Manager/ Associate Director – Surrey

    Tip Number 1

    Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the company culture and expectations.

    Tip Number 2

    Stay updated on the latest tax regulations and trends affecting high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights to clients.

    Tip Number 3

    Prepare for interviews by practising common questions related to client management and technical tax issues. Be ready to discuss specific scenarios where you've successfully managed complex client needs or identified new business opportunities.

    Tip Number 4

    Showcase your leadership skills by discussing any mentoring or training experiences you've had. Highlight how you've guided less experienced colleagues, as this aligns with the role's requirement to support and develop team members.

    We think you need these skills to ace Private Clients Tax – Senior Manager/ Associate Director – Surrey

    Expertise in UK taxation
    Experience with high net worth individuals
    Client relationship management
    Portfolio management
    Tax compliance and advisory services
    Succession planning
    Restructuring projects
    Technical tax knowledge
    Risk identification and management
    Business development skills
    Leadership and mentoring abilities
    Strong communication skills
    Attention to detail
    Project management
    CTA and/or ACA qualification

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and your knowledge of taxation. Use specific examples that demonstrate your ability to manage complex client needs and your technical skills.

    Craft a Compelling Cover Letter: In your cover letter, emphasise your people skills and your experience in building strong client relationships. Mention how you can contribute to the firm's goals and your understanding of the challenges faced by private clients.

    Showcase Relevant Qualifications: Clearly state your qualifications, such as CTA or ACA, and any relevant training or certifications. This will help establish your credibility and expertise in the field of private client tax.

    Highlight Leadership Experience: If you have experience guiding or mentoring colleagues, be sure to include this in your application. The role requires leadership skills, so showcasing your ability to support and train others will strengthen your application.

    How to prepare for a job interview at CK Search Global

    Showcase Your Technical Knowledge

    Make sure to brush up on the latest tax regulations and practices, especially those relevant to high-net-worth individuals. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.

    Demonstrate Relationship-Building Skills

    Since this role involves managing client relationships, think of examples where you've built trust with clients or colleagues. Highlight your ability to understand and anticipate client needs, as this is crucial for success in this position.

    Prepare for Scenario-Based Questions

    Expect questions that assess your problem-solving abilities and judgement in real-world situations. Prepare to discuss how you would handle potential risks or challenges in client engagements, showcasing your analytical skills.

    Exhibit Leadership Qualities

    As a Senior Manager or Associate Director, you'll be expected to guide and mentor others. Share experiences where you've led projects or supported less experienced colleagues, demonstrating your capability to drive improvements and champion change.

    Private Clients Tax – Senior Manager/ Associate Director – Surrey
    CK Search Global
    Location: Guildford

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