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- Tasks: Manage HNW client relationships and oversee compliance cycles with a dynamic team.
- Company: Join a high-profile accountancy firm known for its growth and quality service.
- Benefits: Enjoy hybrid working with 2-3 days from home and a flexible work/life balance.
- Why this job: Be part of a thriving Private Client team with genuine career progression opportunities.
- Qualifications: CTA qualification and experience advising international and domestic HNWIs are essential.
- Other info: Work closely with leading Partners and engage in marketing initiatives.
The predicted salary is between 43200 - 72000 £ per year.
Our client is a high-profile accountancy firm that is continuing to grow across the region. Their Private Client Tax team advises new-money entrepreneurs, HNW families, business owners and non doms / international wealth on all areas of their UK personal taxation.
The team is growing and looking to bolster its offering with the appointment of a CTA qualified personal tax Senior Manager or Associate Director. The role would suit a talented adviser looking to be part of a dynamic, thriving and high quality Private Client team. Genuine scope exists to progress on towards Director grade with the support of the team\’s Partners.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes.
Key elements of the role will include:
- Managing HNW client relationships as their primary point of contact.
- Overseeing their annual compliance cycle and a team of junior tax advisers.
- Handling high-end ad hoc income and capital taxes planning projects.
- Advising on CGT, IHT, domicile/residence issues and the use of trust structures.
- Working closely with leading Partners where required.
- Identifying potential planning opportunities and assisting with marketing and networking initiatives.
As very much a client-facing role, the Manager will require excellent relationship management skills. The CTA qualification is a pre-requisite, along with experience of advising international as well as domestic HNWIs.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance. Ref 5200
To find out more and to request a full job description, please email me at michaelhowells@howellsconsulting.co.uk.
Alternatively, simply apply below:
#J-18808-Ljbffr
Personal Tax Senior Manager / Associate Director - Leeds 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 / Associate Director - Leeds
✨Tip Number 1
Network with professionals in the accountancy and tax sectors, especially those who work with high-net-worth individuals. Attend industry events or webinars to connect with potential colleagues and clients, as personal referrals can significantly boost your chances.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in personal taxation, particularly those affecting HNWIs and international clients. Being well-informed will not only enhance your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships and complex tax planning projects in the past. Highlighting your experience with CGT, IHT, and trust structures will show that you have the expertise needed for this position.
✨Tip Number 4
Research the firm thoroughly, including their values, culture, and recent achievements. Tailoring your conversation to align with their goals and demonstrating how you can contribute to their growth will make a strong impression during any discussions.
We think you need these skills to ace Personal Tax Senior Manager / Associate Director - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualification and relevant experience in personal tax advisory. Emphasise your skills in managing HNW client relationships and any specific projects you've handled related to CGT, IHT, or trust structures.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your experience with high-net-worth individuals and how you can contribute to the growth of their Private Client Tax team. Be sure to include examples of your relationship management skills.
Showcase Your Achievements: When detailing your previous roles, focus on specific achievements that demonstrate your ability to handle complex tax planning projects. Use metrics where possible to quantify your success, such as the number of clients managed or revenue generated.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in the accountancy field.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your CTA Qualification
Make sure to highlight your CTA qualification during the interview. This is a prerequisite for the role, so be prepared to discuss how your training and experience have equipped you to handle complex personal tax issues.
✨Demonstrate Relationship Management Skills
Since this role involves managing HNW client relationships, be ready to provide examples of how you've successfully built and maintained client relationships in the past. Discuss your approach to understanding client needs and delivering tailored solutions.
✨Prepare for Technical Questions
Expect questions related to CGT, IHT, domicile/residence issues, and trust structures. Brush up on these topics and be prepared to discuss specific cases or scenarios where you've applied your knowledge effectively.
✨Express Your Interest in Growth Opportunities
The firm offers genuine scope for progression towards Director grade. During the interview, express your enthusiasm for career development and how you see yourself contributing to the team's growth and success.
