Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)
Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)

Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)

Edinburgh Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of high-net-worth clients and lead a small team.
  • Company: Reputable accountancy firm in Edinburgh with a supportive culture.
  • Benefits: Professional development opportunities and a collaborative work environment.
  • Why this job: Join a dynamic team and make a real impact in personal tax advisory.
  • Qualifications: ATT or CTA qualified with 5+ years of personal tax experience.
  • Other info: Great opportunity for career growth in a well-known firm.

The predicted salary is between 43200 - 72000 £ per year.

A well-known accountancy firm in Edinburgh is looking for an experienced Private Client Tax Manager. The successful candidate will manage a portfolio of high-net-worth individuals and supervise a small team.

Ideal applicants should be ATT or CTA qualified with at least 5 years' experience in Personal Tax within a practice environment. This is a great opportunity for professional development in a supportive team, focusing on compliance and advisory services.

Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh) employer: Clark Wood

Join a prestigious accountancy firm in Edinburgh that values professional growth and offers a collaborative work culture. With a focus on high-net-worth individuals, you'll have the opportunity to lead a dedicated team while benefiting from ongoing training and development. Enjoy a supportive environment that prioritises compliance and advisory excellence, making it an ideal place for those seeking meaningful and rewarding employment.
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Contact Detail:

Clark Wood Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)

Tip Number 1

Network like a pro! Reach out to your connections in the accountancy world, especially those who work with high-net-worth individuals. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

Tip Number 2

Show off your expertise! Prepare a portfolio showcasing your achievements in personal tax and compliance. When you get the chance to meet potential employers, having tangible evidence of your skills can really set you apart.

Tip Number 3

Practice makes perfect! Before any interviews, run through common questions related to managing HNWI portfolios and team supervision. We can help you with mock interviews to boost your confidence and refine your answers.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our supportive team.

We think you need these skills to ace Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)

ATT qualification
CTA qualification
Personal Tax expertise
Portfolio Management
Team Supervision
Compliance Services
Advisory Services
Experience in Practice Environment
Professional Development
Client Relationship Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in managing high-net-worth individuals and showcases your qualifications like ATT or CTA. We want to see how your background aligns with the role, so don’t hold back on those relevant details!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Private Client Tax Manager role. Share specific examples of your past work and how it relates to the responsibilities outlined in the job description.

Showcase Your Team Leadership Skills: Since this role involves supervising a small team, make sure to highlight any leadership experience you have. We love to see how you’ve motivated and guided others in your previous roles, so share those stories!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Clark Wood

Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and compliance issues, especially those affecting high-net-worth individuals. Being able to discuss recent changes or trends in personal tax will show that you're not just qualified but also genuinely interested in the field.

Showcase Your Leadership Skills

Since you'll be supervising a small team, be prepared to talk about your leadership style and experiences. Think of specific examples where you've successfully managed a team or resolved conflicts, as this will demonstrate your capability to lead effectively.

Prepare for Scenario Questions

Expect questions that put you in hypothetical situations related to client management or tax advisory. Practise how you would handle these scenarios, focusing on your problem-solving skills and ability to provide sound advice to clients.

Ask Insightful Questions

At the end of the interview, have a few thoughtful questions ready about the firm’s approach to client management or team dynamics. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.

Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)
Clark Wood
Location: Edinburgh
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  • Private Client Tax Manager — Lead HNWI Portfolio (Edinburgh)

    Edinburgh
    Full-Time
    43200 - 72000 £ / year (est.)
  • C

    Clark Wood

    50-100
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