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- Tasks: Manage a portfolio of high-net-worth clients and oversee tax planning projects.
- Company: Join a reputable firm offering entrepreneurial Private Client Tax work in Tunbridge Wells.
- Benefits: Enjoy hybrid working, a competitive salary, and a healthy work/life balance.
- Why this job: Build your career in a supportive environment while enjoying the beautiful Kent countryside.
- Qualifications: Must be a CTA with experience in private client tax, ideally at Senior Manager level.
- Other info: Opportunities for progression towards Associate Director and Director roles.
The predicted salary is between 75000 - 85000 £ per year.
Our client offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London.
You’ll join an established and high-profile team, advising regional, London and international wealth. Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT succession planning.
The team is busy, growing and keen to appoint an additional CTA at Senior Manager level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will include overseeing their annual compliance (managing a team of junior tax advisers), but predominantly involve identifying and advising on ad hoc personal tax planning projects. You’ll have the opportunity to work with experienced partners and to build a name for yourself in the region.
The role would suit a London an experienced Manager or Senior Manager looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice locally. Either way, support will be provided with progression towards AD and Director grades. Salary will be dependent on experience, but is likely to be in the region £75k-£85k + bens.
The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Tunbridge Wells and the surrounding Kent countryside, drop me an email for further details – michaelhowells@howellsconsulting.co.uk Ref 5141
Alternatively, simply apply below:
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Personal Tax Senior Manager – Tunbridge Wells 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 – Tunbridge Wells
✨Tip Number 1
Network with professionals in the private client tax sector, especially those who are already working in Tunbridge Wells or similar regions. Attend local tax seminars or workshops to meet potential colleagues and learn more about the specific needs of high-net-worth clients in that area.
✨Tip Number 2
Familiarise yourself with the unique tax challenges faced by HNW/UHNW clients, particularly in relation to residence and domicile issues. This knowledge will not only help you stand out but also demonstrate your commitment to understanding the complexities of personal tax planning.
✨Tip Number 3
Consider reaching out to current employees at the firm to gain insights into their culture and expectations. This can provide you with valuable information that you can use during interviews to show how you align with their values and goals.
✨Tip Number 4
Prepare to discuss your experience managing teams and overseeing compliance work, as this role involves leading junior tax advisers. Highlight any relevant leadership experiences in your conversations to showcase your ability to mentor and guide others effectively.
We think you need these skills to ace Personal Tax Senior Manager – Tunbridge Wells
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Personal Tax Senior Manager position. Tailor your application to highlight relevant experience in private client tax work, particularly with high-net-worth individuals.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in income and capital tax planning, compliance management, and advising on personal tax projects. Use specific examples that demonstrate your expertise and success in these areas.
Showcase Your Qualifications: Mention your CTA qualification prominently, as it is a key requirement for this role. If you have additional qualifications or training related to tax advisory, include those as well to strengthen your application.
Express Your Interest in the Firm's Culture: In your cover letter, convey your enthusiasm for the firm's commitment to work/life balance and hybrid working. Explain how this aligns with your career goals and personal values, making you a good fit for their team.
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Fundamentals
Brush up on your knowledge of personal tax regulations, especially those relevant to high-net-worth individuals. Be prepared to discuss specific tax planning strategies and how they can benefit clients.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll be overseeing a team of junior tax advisers. Highlight your experience in managing teams, mentoring staff, and how you've successfully led projects in the past.
✨Demonstrate Client-Centric Thinking
Prepare examples of how you've built strong relationships with clients and provided tailored advice. Emphasise your ability to understand client needs and deliver effective solutions.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, growth opportunities, and the specifics of the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
