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- 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 supportive team and make a real impact in the private client tax field.
- Qualifications: CTA qualification and extensive experience in capital gains and inheritance tax planning.
- Other info: Enjoy a healthy work/life balance in a sociable environment with growth potential.
The predicted salary is between 65000 - 75000 £ 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 CTA 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 residence, remittance and the FIG regime.
In return, you’ll be supported with your development towards Senior Manager 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 £65,000 – £75,000 + benefits.
We are an equal opportunities employer and welcome applications from all qualified candidates.
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Personal Tax Manager, City employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager, City
✨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 personality! When you get the chance for an interview or informal chat, let your true self shine through. Firms like the one we’re working with value individuality and want to see how you can fit into their culture. Be confident and authentic!
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for Personal Tax Managers and think about how your experience aligns with the role. We suggest practising your answers with a friend or even in front of the mirror to boost your confidence.
✨Tip Number 4
Don’t forget to follow up! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows you’re genuinely interested and keeps you on their radar. Plus, it’s a great way to reiterate your enthusiasm for the role!
We think you need these skills to ace Personal Tax Manager, City
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Manager role. Highlight your CTA qualification and any relevant experience with HNW clients, as this will show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how your background makes you an ideal candidate. Don’t forget to mention your interest in building relationships with clients!
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 client interactions in the past. We want to see how you identify planning opportunities and develop strong connections.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team. Plus, we love seeing applications come through our own channels!
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 sociable culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client development and how they support career progression. This shows your genuine interest in the role and helps you assess if the firm’s values align with your own, especially regarding work/life balance and professional growth.
