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- Tasks: Provide specialist tax advice and manage a substantial client portfolio.
- Company: Leading tax and business advisory firm with a people-focused culture.
- Benefits: Hybrid working, 25 days holiday, private medical insurance, and lifestyle perks.
- Why this job: Join a collaborative team and develop your career towards Director/Partner level.
- Qualifications: CTA/ACA/ACCA qualified with strong personal tax advisory experience.
- Other info: Ongoing mentorship and support for personal and professional growth.
The predicted salary is between 48000 - 72000 £ per year.
My client is a leading tax, accountancy and business advisory firm built on personal integrity, technical expertise and a collaborative, people-focused culture. They are currently seeking a Private Client Tax Senior Manager to join their Trusts and Family Office team.
The successful candidate will provide specialist tax advice to a range of clients, including trustees, executors and family office heads. They will manage the day-to-day running of a substantial portfolio, overseeing delegation, billing, workflow and work in progress. They will also support business development by identifying new opportunities from existing clients. Strong advisory experience is essential, and experience in estate administration is desirable.
My client offers ongoing mentorship from senior leadership, including soft-skills development, staff management exposure and personal coaching to support progression towards Director/Partner level.
Requirements
- CTA/ACA/ACCA qualified (or equivalent)
- Significant experience managing private client portfolios within practice
- Strong personal tax advisory and compliance expertise
- Proven ability to deliver high-quality client service
- Experience with estates (desirable)
Benefits
- Hybrid/flexible working
- 25 days holiday + bank holidays
- Pension scheme
- Private Medical Insurance & wellbeing support
- Lifestyle and financial perks (discount platform, cycle-to-work scheme, EV leasing, etc.)
- Supportive, inclusive and collaborative working culture
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
Private Client Tax Senior Manager employer: Clear IT Recruitment Ltd
Contact Detail:
Clear IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on that Private Client Tax Senior Manager role!
✨Tip Number 2
Show off your soft skills! When you get the chance to chat with potential employers, highlight your collaborative spirit and people-focused approach. They’re looking for someone who fits into their culture, so let your personality shine through.
✨Tip Number 3
Prepare for those interviews! Research the firm’s values and recent projects. Be ready to discuss how your experience aligns with their needs, especially in managing private client portfolios and delivering top-notch advisory services.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on this opportunity!
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your advisory experience and any relevant qualifications like CTA/ACA/ACCA to catch our eye!
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 Senior Manager role. Share specific examples of how you've managed portfolios or provided tax advice.
Showcase Your Soft Skills: While technical expertise is crucial, don’t forget to mention your soft skills! We value collaboration and communication, so share experiences that demonstrate your ability to work well with clients and teams.
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!
How to prepare for a job interview at Clear IT Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your tax knowledge, especially around personal tax advisory and compliance. Familiarise yourself with the latest regulations and trends in estate administration, as this will show your expertise and commitment to the role.
✨Showcase Your Soft Skills
Since the firm values a collaborative culture, be ready to demonstrate your soft skills during the interview. Think of examples where you've successfully worked in a team or managed client relationships, highlighting your communication and interpersonal abilities.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage a portfolio. Prepare by thinking through how you would handle specific client situations or challenges, showcasing your advisory experience and decision-making process.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the firm's culture, mentorship opportunities, or business development strategies. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
