Private Client Tax Senior Manager - Reading
Private Client Tax Senior Manager - Reading

Private Client Tax Senior Manager - Reading

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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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 strong reputation.
  • Benefits: Highly competitive salary, career growth opportunities, and a supportive work environment.
  • Why this job: Make a real impact by advising high net worth individuals and expanding client services.
  • Qualifications: CTA or ACA qualified with extensive experience in tax planning and client management.
  • Other info: Commutable from various locations across Berkshire, Oxfordshire, and Hampshire.

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

Location: Reading

Sector: Tax, Personal Tax, Private Client Tax

Contract Type: Permanent

Salary: Highly Competitive

Contact: Richard Clark

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 Reading. 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.

The Reading office is commutable from areas all across Berkshire, Oxfordshire & Hampshire, Oxford, Newbury, Basingstoke, Andover, Swindon etc.

Private Client Tax Senior Manager - Reading employer: Clark Wood

At Clark Wood, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters professional growth and collaboration. Our Reading office provides a supportive environment where you can thrive in your career while enjoying a highly competitive salary and the opportunity to work with a diverse portfolio of high net worth clients. Join us to benefit from our commitment to employee development and a strong focus on business expansion, making your role both meaningful and rewarding.
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Contact Detail:

Clark Wood Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior Manager - Reading

✨Tip Number 1

Network like a pro! Get out there and connect with people in the tax industry. Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to former colleagues or classmates. You never know who might have a lead on your next big opportunity!

✨Tip Number 2

Show off your expertise! When you’re chatting with potential employers or networking contacts, make sure to highlight your experience with IHT and CGT planning. Share specific examples of how you've successfully managed complex tax portfolios. This will help you stand out as a knowledgeable candidate.

✨Tip Number 3

Don’t forget about business development! If you’ve got a knack for expanding client services, make that known. Talk about your past successes in growing tax portfolios and how you can bring that same energy to their firm. It’s all about showing them what you can do!

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that Private Client Tax Senior Manager role. Plus, applying directly shows your enthusiasm and commitment. So, get your application in and let’s get you one step closer to that dream job!

We think you need these skills to ace Private Client Tax Senior Manager - Reading

CTA Qualification
ACA Qualification
Advisory Services
Tax Planning
IHT Planning
CGT Planning
Residence and Domicile Issues
Business Development
Client Management
Portfolio Management
High Net Worth Individual (HNWI) Advisory
Trusts and Estates Knowledge
Professional Partnerships Advisory
Owner-Managed Business Advisory

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your CTA or ACA qualifications and any relevant experience in managing complex tax portfolios. We want to see how your skills match what we're looking for!

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 role. Share specific examples of your business development successes and client management experience that align with our needs.

Showcase Your Advisory Skills: In your application, emphasise your experience in providing high-level advisory services. We’re keen to see how you've helped private clients and HNWIs with IHT and CGT planning, so don’t hold back on those details!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it shows you’re serious about joining our team!

How to prepare for a job interview at Clark Wood

✨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. This will show that you’re not just familiar with the theory but can apply it in real-world situations.

✨Show Off Your Business Development Skills

Prepare examples of how you've successfully expanded client services or grown a tax portfolio in your previous roles. Think about specific strategies you implemented and the results they achieved. This is crucial as the role involves leading business development efforts.

✨Understand the Firm's Services

Do your homework on the firm’s comprehensive tax services. Be ready to discuss how you can enhance their visibility and exposure in the market. Showing that you understand their offerings and have ideas for improvement will set you apart from other candidates.

✨Be Ready for Scenario Questions

Expect scenario-based questions that test your problem-solving skills in tax advisory. Practice articulating your thought process clearly and logically. This will demonstrate your ability to handle complex tax portfolios and client management effectively.

Private Client Tax Senior Manager - Reading
Clark Wood

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