At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and advise on personal tax compliance and planning.
- Company: Join a leading Private Client Tax team in London, known for its prestigious clientele.
- Benefits: Enjoy flexible working with 2-3 days remote options and full support for career progression.
- Why this job: Be part of a dynamic firm that values growth and offers exposure to high-profile clients.
- Qualifications: Must be CTA qualified with experience advising UK residents and non-doms.
- Other info: Located in the vibrant West End, this role promises a modern work environment.
The predicted salary is between 48000 - 72000 £ per year.
A fantastic opportunity for a CTA qualified personal tax adviser to join one of London’s premier Private Client Tax teams. Our client advises a high-end client base of HNW/UHNW entrepreneurs, Times Rich List names, international families, family offices and trusts. Many of their clients have international aspects to their affairs.
The team is busy, growing and keen to appoint an additional Personal Tax Assistant Manager. The individual will take responsibility for a HNW portfolio, advising on the annual personal tax compliance cycle, but also identifying and advising on ad hoc personal tax planning opportunities. Previous experience of advising UK res non doms is important. Full support will be provided with progression towards Manager grade.
Based in the West End, the role offers scope to work from home 2-3 days a week, if one wishes. This is a modern, dynamic and forward-thinking firm, offering a fantastic opportunity to develop one’s career with one of London’s leading Private Client teams.
Assistant Manager - Personal Tax employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Manager - Personal Tax
✨Tip Number 1
Network with professionals in the personal tax field, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and learn more about the latest trends in personal tax advisory.
✨Tip Number 2
Familiarise yourself with the specific needs of HNW/UHNW clients, particularly regarding international tax matters. Understanding the complexities of non-domiciled status and how it affects tax planning will give you an edge in discussions during interviews.
✨Tip Number 3
Prepare to discuss your previous experience with personal tax compliance and planning. Be ready to share specific examples of how you've successfully advised clients, particularly those with international aspects to their affairs.
✨Tip Number 4
Research the firm’s culture and values, as well as their approach to client service. Being able to articulate how your personal values align with theirs can make a strong impression during the interview process.
We think you need these skills to ace Assistant Manager - Personal Tax
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and relevant experience in personal tax advisory, especially with HNW/UHNW clients. Emphasise any previous work with UK resident non-domiciled individuals.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your understanding of the unique needs of high-net-worth clients. Mention specific examples of how you've successfully managed tax compliance and planning opportunities in the past.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as attention to detail, analytical thinking, and strong communication abilities. These will be essential when advising clients on their tax affairs.
Show Enthusiasm for the Firm: Research the firm’s values and culture, and express your enthusiasm for joining a modern, dynamic team. Mention how you align with their forward-thinking approach and your eagerness to contribute to their growth.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Regulations
Make sure you brush up on the latest UK personal tax regulations, especially those affecting high-net-worth individuals. Being able to discuss recent changes or trends will show your expertise and commitment to the field.
✨Demonstrate Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience with HNW/UHNW clients and how you’ve tailored your advice to meet their unique needs.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific instances where you've identified tax planning opportunities for clients. This will demonstrate your proactive approach and ability to think critically about complex tax situations.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax compliance and planning. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.