At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver tailored tax solutions.
- Company: Leading accountancy firm with a flexible, people-centric culture.
- Benefits: Hybrid working, birthday leave, enhanced holidays, and professional development support.
- Other info: Exciting career progression opportunities in a supportive team environment.
- Why this job: Join a top-tier firm and make a real impact in private client tax management.
- Qualifications: CTA/ACA/ACCA qualified with significant private client tax experience.
The predicted salary is between 60000 - 75000 £ per year.
TPF Recruitment is proud to be supporting a leading accountancy firm in their search for a skilled Private Client Tax Manager to join their thriving London office. As an SME-focused practice in the UK, this firm offers an outstanding platform for experienced tax professionals to advance their careers in a flexible, progressive, and people-centric environment.
As a Private Client Tax Manager, you’ll take the lead in managing a diverse portfolio of high-net-worth individuals, business owners, trusts, and estates. You’ll deliver both compliance and advisory services, support junior staff, and work closely with senior leadership on complex tax planning matters.
Key Responsibilities
- Manage a portfolio of private clients, ensuring advisory needs are addressed.
- Act as the key point of contact for clients, developing strong, long-term relationships.
- Review and oversee the preparation of self-assessment tax returns, IHT, CGT, and trust returns.
- Deliver bespoke tax planning solutions including inheritance tax, estate planning, residency, domicile, and succession planning.
- Lead or support on advisory projects alongside partners.
- Supervise, support, and develop junior members of the team.
- Stay up to date with current legislation and communicate changes internally and to clients.
Requirements
- CTA / ACA / ACCA qualified (or equivalent).
- Significant experience in private client tax within an accountancy practice environment.
- Strong technical knowledge of UK personal tax legislation.
- Ability to manage and advise high-net-worth individuals and complex personal tax affairs.
- Strong interpersonal skills and experience mentoring junior staff.
Benefits
- Hybrid and flexible working.
- Birthday leave and enhanced holiday package.
- Professional subscription support.
- Access to exciting client work, both compliance and advisory.
- Clear career progression in a top-tier firm with a supportive team culture.
Private Client Tax Manager - Hybrid, London employer: Green Professionals
Join a leading accountancy firm in London that prioritises flexibility and employee development, offering a vibrant work culture where your expertise as a Private Client Tax Manager will be valued. With a focus on high-net-worth individuals and a commitment to professional growth, you will enjoy a supportive environment that encourages mentorship and career progression, alongside unique benefits like hybrid working and enhanced holiday packages.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Hybrid, London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Green Professionals, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager - Hybrid, London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Green Professionals's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Green Professionals. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Green Professionals!
How to prepare for a job interview at Green Professionals
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Green Professionals.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Green Professionals. It helps to show our commitment!
