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For Companies At a Glance
- Tasks: Manage a diverse portfolio of private client tax affairs and oversee daily operations.
- Company: Join a top-tier firm known for integrity and expertise in tax and business advisory.
- Benefits: Enjoy hybrid working, 25 days leave, social events, and comprehensive health insurance.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Must be CTA/ACA/ACCA qualified with experience in managing private client portfolios.
- Other info: Contact Clear IT Recruitment for queries or to apply; responses may vary due to application volume.
The predicted salary is between 43200 - 72000 Ā£ 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 Role
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 (dā¦
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Private Client Tax Senior Manager employer: Clear IT Recruitment
Contact Detail:
Clear IT Recruitment Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Private Client Tax Senior Manager
āØTip Number 1
Network with professionals in the tax and accountancy field. Attend industry events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
āØTip Number 2
Stay updated on the latest tax regulations and compliance changes. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable advice to clients.
āØTip Number 3
Prepare for the interview by practising common questions related to managing private client portfolios. Be ready to discuss specific scenarios where you've successfully handled complex tax issues, showcasing your expertise.
āØTip Number 4
Research the firm thoroughly before your interview. Understand their values, culture, and the specific services they offer in private client tax. Tailoring your responses to align with their mission can set you apart from other candidates.
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application š«”
Tailor Your CV: Make sure your CV highlights your qualifications, such as CTA/ACA/ACCA, and showcases your experience managing private client portfolios. Use specific examples to demonstrate your expertise in personal tax compliance and advisory work.
Craft a Compelling Cover Letter: Write a cover letter that addresses the key responsibilities of the Private Client Tax Senior Manager role. Explain why you are a good fit for the position and how your background aligns with the firm's values of personal integrity and technical expertise.
Highlight Relevant Experience: In your application, emphasise any relevant practice experience you have. Discuss specific projects or clients you've worked with that relate to private client tax management, showcasing your ability to handle billing, delegation, and monitoring work in progress.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and clearly presented. A polished application reflects your attention to detail, which is crucial in this role.
How to prepare for a job interview at Clear IT Recruitment
āØShowcase Your Qualifications
Make sure to highlight your CTA/ACA/ACCA qualifications during the interview. Discuss how your educational background has equipped you with the necessary skills to manage private client portfolios effectively.
āØDemonstrate Your Experience
Prepare specific examples from your previous roles where you successfully managed private client portfolios. This will help illustrate your proven experience and give the interviewer confidence in your abilities.
āØUnderstand Personal Tax Compliance
Brush up on your knowledge of personal tax compliance and advisory work. Be ready to discuss recent changes in tax legislation and how they might impact clients, showcasing your expertise in the field.
āØAsk Insightful Questions
Prepare thoughtful questions about the firm's approach to private client tax management and their expectations for the Senior Manager role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
