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- Tasks: Manage high net worth clients' tax portfolios and prepare self-assessment returns.
- Company: Mid-tier accountancy firm in the heart of London.
- Benefits: Competitive salary, excellent company benefits, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial success.
- Qualifications: Must be CTA, ACA or ICAS qualified with tax return software experience.
- Other info: Full-time, permanent role with opportunities for professional growth.
The predicted salary is between 48000 - 72000 £ per year.
A mid-tier accountancy firm in London is seeking a skilled Personal Tax Manager to manage a portfolio of high net worth clients.
Responsibilities include:
- Preparing self-assessment tax returns
- Computing CGT for complex transactions
- Advising on tax matters
Candidates must be CTA, ACA or ICAS qualified with experience in tax return software. This is a full-time, permanent role offering competitive salary and great company benefits.
Private Client Tax Manager - High Net Worth, London employer: First 2 Recruit
Contact Detail:
First 2 Recruit Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - High Net Worth, London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your answers to show how your skills as a Personal Tax Manager align with their needs. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build confidence. Focus on articulating your experience with self-assessment tax returns and CGT computations clearly.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client Tax Manager - High Net Worth, London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high net worth clients and your qualifications like CTA, ACA, or ICAS. We want to see how your skills match the role, so don’t hold back on showcasing your tax return software expertise!
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 Personal Tax Manager role. Share specific examples of your past work with complex transactions and how you’ve advised clients on tax matters.
Be Clear and Concise: When filling out your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and experiences. This helps us understand your background quickly!
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 don’t miss any important updates from our team. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at First 2 Recruit
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to high net worth individuals. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Showcase Your Software Skills
Since experience with tax return software is a must, be ready to talk about the specific tools you've used. If possible, bring examples of how you've efficiently managed tax returns using these platforms to demonstrate your expertise.
✨Prepare for Scenario Questions
Expect questions that put you in real-life situations, like advising a client on CGT for a complex transaction. Practise articulating your thought process and decision-making skills clearly, as this will show your analytical abilities.
✨Highlight Your Client Management Experience
As you'll be managing a portfolio of high net worth clients, share examples of how you've built and maintained strong client relationships. Discuss your approach to understanding their unique needs and how you’ve provided tailored advice.
