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For Companies At a Glance
- Tasks: Provide high-level tax advisory services to diverse clients and lead business development efforts.
- Company: Dynamic firm specialising in private client tax advisory with a focus on growth.
- Benefits: Competitive salary, professional development, and opportunities for career advancement.
- Why this job: Join a leading firm and make a real impact on high net worth clients' financial strategies.
- Qualifications: CTA or ACA qualified with extensive experience in tax planning and client management.
- Other info: Commutable from various Somerset areas with a supportive team environment.
The predicted salary is between 48000 - 72000 £ per year.
Senior Management Opportunity in Private Client Tax Advisory. Clark Wood is pleased to present a managerial-level opportunity focusing on advisory work for a diverse portfolio of tax clients in Taunton. This role is ideal for a CTA Qualified Manager or current Senior Manager with experience managing departments and complex tax portfolios.
Key Responsibilities
- Provide high-level advisory and planning services to private clients, high net worth individuals (HNWIs), landed estates, trusts, professional partnerships, owner-managed businesses, and UK subsidiaries of overseas companies.
- Lead business development efforts to expand client services and grow the tax portfolio.
- Enhance awareness and exposure of the firm’s comprehensive tax services.
Ideal Candidate
- CTA or ACA Qualified.
- Extensive experience in IHT and CGT planning, advising on residence and domicile issues.
- Proven track record in business development and client management at a Manager or Senior Manager level.
This Taunton office is commutable from areas all across Somerset, Wellington, Tiverton, Bridgwater, Langport etc.
For further info or a discreet initial chat, please contact Rich Clark at richard@clark-wood.co.uk / Mobile: +44 (0) 7796 543596.
Private Client Tax Senior Manager Taunton employer: Clark Wood - Tax Recruitment
Contact Detail:
Clark Wood - Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience in IHT and CGT planning. Share specific examples of how you've successfully managed complex tax portfolios or developed client relationships. This will set you apart from the competition.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for job postings to appear. Reach out directly to firms you admire, like Clark Wood, and express your interest in working with them. A well-timed email can sometimes lead to opportunities that aren’t even advertised yet.
✨Tip Number 4
Apply through our website! We encourage you to submit your application directly on our platform. It not only streamlines the process but also shows your commitment to joining our team. Plus, it’s a great way to ensure your application gets the attention it deserves!
We think you need these skills to ace Private Client Tax Senior Manager Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Senior Manager role. Highlight your CTA or ACA qualifications and any relevant advisory work you've done with HNWIs or trusts.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this managerial position. Mention your experience in business development and client management, and how you can enhance our tax services.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Include specific examples of how you've successfully managed complex tax portfolios or led business development efforts in your previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Clark Wood - Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax (IHT) and capital gains tax (CGT) planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients, especially high net worth individuals and trusts.
✨Show Off Your Business Development Skills
Prepare examples of how you've expanded client services in the past. Think about times when you've successfully grown a tax portfolio or enhanced awareness of tax services. This is key for a managerial role, so highlight your achievements!
✨Understand the Firm's Values
Research Clark Wood and understand their approach to private client tax advisory. Familiarise yourself with their services and think about how you can contribute to their growth and client satisfaction. Tailor your answers to align with their values.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the firm. Ask about their current challenges in tax advisory or how they envision the future of their client services. This demonstrates your proactive mindset and genuine interest.