At a Glance
- Tasks: Provide tax planning advice and manage client relationships for high-net-worth individuals.
- Company: Reputable mid-sized accountancy firm in London with a focus on private clients.
- Benefits: Competitive salary, hybrid working, and strong career progression opportunities.
- Why this job: Join a growing team and make a real impact while developing your career towards Director level.
- Qualifications: CTA qualification and extensive experience in capital gains and inheritance tax planning.
- Other info: Supportive environment with a healthy work/life balance and opportunities for networking.
The predicted salary is between 68000 - 76000 £ per year.
We’re working with one of London’s mid‑sized accountancy firms, who have built a strong reputation in the private client field. They offer high quality work, swift progression, great work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades.
Our client advises an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad ranging, client‑facing role:
- Provision of income and capital taxes planning advice to UK and international HNWIs
- Ongoing management of client relationships including identifying planning opportunities
- Assisting Partners with new client development and third‑party networking
- Welcoming and onboarding new HNW clients
- Billing and WIP management responsibilities
- Overseeing junior advisers and the annual tax compliance process
The CTA qualification is a pre‑requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.
In return, you’ll be supported with your development towards Director grade and be given the responsibility and opportunity to grow as an adviser. The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.
Salary will be dependent on experience but is likely to be in the region £85,000 - £95,000 + benefits.
Private Client Tax Senior Manager in London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, 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!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your experience with income and capital tax planning. We want to see you shine and demonstrate how you can add value to their team.
✨Tip Number 3
Be proactive in following up! After interviews or networking events, drop a quick thank-you email. It keeps you on their radar and shows your enthusiasm for the role. We love seeing candidates who take initiative!
✨Tip Number 4
Don’t forget to apply through our website! It’s the easiest way to get your application noticed. Plus, we’re always looking for talented individuals like you to join our growing Private Client Tax team. Let’s make it happen!
We think you need these skills to ace Private Client Tax Senior Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your CTA qualification and any relevant experience in advising HNWIs, as this will catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax and how you can contribute to our team. Don’t forget to mention your experience with CGT and IHT planning!
Showcase Your Client Management Skills: Since this role involves ongoing management of client relationships, be sure to include examples of how you've successfully managed clients in the past. We love to see candidates who can build strong connections!
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 to know you better!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income and capital taxes, especially CGT and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients, particularly HNWIs. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Since this role involves ongoing management of client relationships, prepare examples of how you've built and maintained strong client connections in the past. Think about times when you identified planning opportunities or helped clients navigate complex tax issues. This will demonstrate your ability to add value to their impressive client list.
✨Be Ready for Team Dynamics
The firm values a supportive environment, so be prepared to discuss how you’ve worked with junior advisers and contributed to team success. Share experiences where you’ve mentored others or collaborated on projects, as this will highlight your leadership potential and fit within their culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client development and how they support career progression towards director roles. This shows your genuine interest in the position and helps you gauge if the firm aligns with your career goals. Plus, it gives you a chance to engage in a meaningful conversation with your interviewers.