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- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax planning advice.
- Company: High-end Private Client Tax team based near Tunbridge Wells.
- Benefits: Competitive salary, hybrid working, and a supportive work environment.
- Other info: Enjoy a relaxed atmosphere while progressing your career without commuting to London.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified with experience in advising UK resident non-doms.
The predicted salary is between 80000 - 90000 £ per year.
Our client is a high-end Private Client Tax team, advising London and international HNWIs from their offices near Tunbridge Wells. They provide income and capital tax planning advice to serial entrepreneurs, Times Rich List names, business owners, international families, trusts and family offices. Many of their clients are UK resident non-dom.
The team is busy, growing and keen to make a strategic appointment at Senior Manager (or top-end Manager) level. The incoming individual will take responsibility for a portfolio of HNW/UHNW individuals, their personal tax and trusts planning, and associated complex compliance. They will also perform a key client relationship management role and assist directors with networking and business development.
The successful candidate will be CTA qualified with demonstrable experience of advising UK resident non-doms on IHT, CGT, trusts, transfer of assets abroad and related structuring issues. Offshore trusts knowledge would be particularly valued.
Salary will be dependent on experience but is likely to be in the region £80k - £90k. The team offers a relaxed, collegiate and supportive work environment in which to develop one's career. They are proof that one can handle high-end private client tax work without trekking to London. Hybrid working arrangements are on offer and the team encourages a genuine work/life balance. Support will be provided with progression towards AD and Director grades.
Personal Tax Senior Manager - Kent employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager - Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, especially those who work with HNWIs. Attend events or webinars where you can meet potential employers and showcase your expertise.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of IHT, CGT, and trusts. Be ready to discuss real-life scenarios where you've successfully managed complex compliance issues for clients.
✨Tip Number 3
Showcase your client relationship management skills. During interviews, share examples of how you've built and maintained strong relationships with clients, particularly in the context of personal tax planning.
✨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 Personal Tax Senior Manager - Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Personal Tax Senior Manager role. Highlight your CTA qualification and any relevant experience with HNW/UHNW individuals, especially in areas like IHT and CGT.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your experience with UK resident non-doms and how you can contribute to the team's growth and client relationships.
Showcase Your Client Management Skills: Since this role involves key client relationship management, be sure to include examples of how you've successfully managed client portfolios in the past. This will demonstrate your ability to handle high-end private client tax work.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our supportive team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of personal tax, especially around IHT, CGT, and trusts. Familiarise yourself with the specific needs of UK resident non-doms and be ready to discuss how your experience aligns with advising high-net-worth individuals.
✨Showcase Your Client Management Skills
Since this role involves key client relationship management, prepare examples that highlight your ability to build and maintain strong relationships. Think about times when you've successfully managed client expectations or developed new business opportunities.
✨Demonstrate Your Business Development Acumen
The team is keen on networking and business development, so come prepared with ideas on how you can contribute. Share any past experiences where you've successfully brought in new clients or expanded existing relationships.
✨Emphasise Work/Life Balance
This role offers a relaxed and supportive environment, so be sure to express your appreciation for a healthy work/life balance. Discuss how you manage your workload effectively while maintaining high standards in your work.