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- Tasks: Manage a portfolio of private clients and provide expert tax advice.
- Company: Join a large independent firm known for its supportive culture.
- Benefits: Enjoy flexible working options, including full-time, part-time, and hybrid arrangements.
- Why this job: Be part of a dynamic team that values your input and fosters professional growth.
- Qualifications: Relevant qualifications like CTA, ACA, ICAS, ATT or STEP are essential.
- Other info: Opportunity to mentor junior team members and develop your leadership skills.
The predicted salary is between 48000 - 72000 £ per year.
Our client is a large independent firm. They seek an experienced private client tax specialist at Manager or Senior Manager level. In this role you will report to partners, manage a portfolio of clients and be involved in team management and business development. Ideally you will have a relevant professional qualification (CTA, ACA, ICAS, ATT or STEP etc). The client base includes HNW individuals and families, entrepreneurs and trusts. They are looking for an enthusiastic and experienced individual to provide proactive and commercial tax advice to Private Clients of the firm, developing relationships (with clients, internally and with referrers), lead meetings, identify opportunities, scope for projects on a commercial basis, and provide good quality, technically sound advice.
This role is a key part of a busy and successful team and will play a vital part in developing more junior members of the team where appropriate.
Full-time, part-time, hybrid and flexible working arrangements considered.
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Private Client Tax Manager or Senior Manager - Chesterfield employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager or Senior Manager - Chesterfield
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meet-ups to connect with potential colleagues and clients. Building relationships can lead to referrals and insider knowledge about job openings.
✨Tip Number 2
Stay updated on the latest tax regulations and trends that affect high-net-worth individuals and families. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing top-notch advice during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client portfolios and leading teams. Be ready to share specific examples of how you've successfully developed client relationships and identified new business opportunities in your previous roles.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their client base, values, and recent developments. Tailoring your conversation to align with their goals will show your genuine interest and help you stand out as a candidate.
We think you need these skills to ace Private Client Tax Manager or Senior Manager - Chesterfield
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Private Client Tax Manager or Senior Manager position. Understand the key responsibilities, required qualifications, and the type of clients you will be working with.
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax, including any professional qualifications like CTA, ACA, ICAS, ATT, or STEP. Emphasise your ability to manage client portfolios and develop relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the firm. Mention specific experiences where you've provided proactive tax advice and developed client relationships, as these are crucial for this position.
Highlight Team Management Skills: Since the role involves team management, include examples of how you've successfully led teams or mentored junior staff. This will demonstrate your capability to contribute to the firm's success and support its growth.
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Showcase Your Expertise
Make sure to highlight your relevant qualifications, such as CTA, ACA, ICAS, ATT or STEP. Be prepared to discuss specific cases where you've provided proactive and commercial tax advice, especially for high-net-worth individuals and families.
✨Demonstrate Relationship-Building Skills
Since the role involves developing relationships with clients and referrers, come prepared with examples of how you've successfully built and maintained professional relationships in the past. This will show your potential employer that you can effectively manage a portfolio of clients.
✨Prepare for Team Management Questions
As this position involves team management, be ready to discuss your experience in leading teams and mentoring junior members. Think of specific instances where you've helped develop others' skills and contributed to a positive team environment.
✨Understand Business Development
Familiarise yourself with the firm's approach to business development. Be prepared to discuss how you've identified opportunities in previous roles and how you would scope projects on a commercial basis to benefit the firm and its clients.
