At a Glance
- Tasks: Lead personal tax planning projects for high net worth clients and manage key client relationships.
- Company: Award-winning Private Client Tax team with a strong reputation in the UHNW field.
- Benefits: Competitive salary, bonus, hybrid working, and a supportive team environment.
- Other info: Exciting growth opportunity with excellent career progression towards AD and Director roles.
- Why this job: Join a premier team and progress your career with top professionals in the industry.
- Qualifications: CTA qualification and strong knowledge of income and capital taxes planning required.
The predicted salary is between 85000 - 95000 £ per year.
A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth. This non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.
Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role. Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager.
The work will relate to a broad range of issues including:
- CGT
- IHT
- Estate planning
- The use of trusts
- Property issues
- Residence
- International wealth structuring
- Succession-planning
It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades. The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.
In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.
Private Client Tax Advisory - Senior Manager in London employer: Howells Consulting Ltd
Join an award-winning Private Client Tax team in central London, where you will thrive in a sociable and supportive environment that champions employee growth and progression. With a focus on advisory roles for high net worth clients, this firm offers a unique opportunity to work alongside respected professionals while enjoying the benefits of hybrid working and competitive remuneration. Embrace your career advancement in a dynamic setting that values expertise and fosters meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory - Senior Manager in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your CTA qualification and your experience with high net worth clients. We want to see you confidently discuss your knowledge of income and capital taxes planning – it’s your time to shine!
✨Prepare for the Interview
Do your homework on the firm and its clients. Understand their approach to private client tax advisory and think about how your skills can add value. We recommend preparing some thoughtful questions to ask during the interview – it shows you’re genuinely interested and engaged!
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Private Client Tax Advisory - Senior Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisory role. Highlight your CTA qualification and any relevant experience with UHNW clients, as well as your expertise in income and capital taxes planning.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for this advisory-focused role. Share specific examples of your past work with personal tax planning projects and how you've built strong client relationships.
Showcase Your Communication Skills:Since strong communication is key, make sure your application reflects your ability to convey complex tax concepts clearly. Use straightforward language and avoid jargon where possible to demonstrate your relationship management skills.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of income and capital taxes planning. Be ready to discuss specific cases or scenarios you've handled, especially those involving CGT, IHT, and estate planning. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, prepare examples of how you've successfully managed client relationships in the past. Think about times when you’ve provided tailored advice to high net worth clients and how you navigated complex issues. This will highlight your ability to connect with clients and understand their unique needs.
✨Emphasise Your Communication Style
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to refine your delivery. Remember, it’s not just what you say, but how you say it that counts!
✨Be Ready for International Aspects
Given the international nature of many clients' affairs, be prepared to discuss any experience you have with cross-border tax issues or international wealth structuring. Familiarise yourself with relevant regulations and be ready to share insights on how these can impact clients’ tax strategies.
