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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.
- 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.
- Other info: Enjoy a relaxed atmosphere while progressing your career without commuting to London.
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. This will show you're the right fit for the role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
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 UK resident non-doms, 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 the perfect fit for our high-end Private Client Tax team. Mention your experience with trusts and complex compliance, and don’t forget to show your enthusiasm for the role.
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 relationships in the past. We love seeing how you’ve built trust and rapport with HNW/UHNW individuals.
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 ensures you don’t miss out on any important updates from our 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, as this will show that you understand the complexities of the role and can hit the ground running.
✨Showcase Your Experience
Prepare to discuss your previous experience in managing portfolios for HNW/UHNW individuals. Be ready to share specific examples of how you've successfully navigated complex compliance issues and provided strategic tax planning advice.
✨Client Relationship Management
Since this role involves key client relationship management, think about how you’ve built and maintained relationships in the past. Have a few anecdotes ready that demonstrate your ability to connect with clients and understand their unique needs.
✨Emphasise Team Fit
The team values a relaxed and supportive environment, so be sure to convey your collaborative spirit. Talk about how you work well in teams and how you can contribute to a positive workplace culture while also driving business development.
