At a Glance
- Tasks: Lead personal tax planning projects for high net worth clients and manage key relationships.
- Company: Award-winning firm with a strong reputation in Private Client Tax advisory.
- Benefits: Competitive salary, bonus, hybrid working, and a supportive team environment.
- Other info: Exciting opportunity for career progression towards AD and Director roles.
- Why this job: Join a premier team and advance your career in a dynamic, growth-focused setting.
- Qualifications: CTA qualification and strong knowledge of income and capital taxes required.
The predicted salary is between 85000 - 95000 £ per year.
A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth. This non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.
Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role. Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager.
The work will relate to a broad range of issues including:
- CGT
- IHT
- Estate planning
- The use of trusts
- Property issues
- Residence
- International wealth structuring
- Succession-planning
It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades. The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.
In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.
Private Client Tax Advisory - Senior Manager employer: Howells Consulting Ltd
Join an award-winning Private Client Tax team in central London, where you will thrive in a sociable and supportive environment that champions employee growth and progression. With a focus on advisory roles for high net worth clients, this firm offers a unique opportunity to work alongside respected professionals while enjoying the benefits of hybrid working and competitive remuneration. Embrace your career advancement in a dynamic setting that values expertise and fosters meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory - Senior Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, 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!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your CTA qualification and your experience with high net worth clients. We want to see you confidently discuss your knowledge of income and capital taxes planning – it’s your time to shine!
✨Prepare for the Interview
Do your homework on the firm and its clients. Understand their approach to private client tax advisory and think about how your skills can add value. We suggest preparing some thoughtful questions to show you’re genuinely interested in the role and the team.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the easiest way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our growing team!
We think you need these skills to ace Private Client Tax Advisory - Senior Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Advisory role. Highlight your CTA qualification and any relevant experience with UHNW clients, as this will show us you understand the unique needs of our clientele.
Craft a Compelling Cover Letter:Your cover letter should tell us why you're the perfect fit for our team. Share specific examples of your past work in personal tax planning and how you've successfully managed client relationships. We love a good story!
Showcase Your Technical Knowledge:We’re looking for someone with in-depth knowledge of income and capital taxes planning. Use your application to demonstrate your expertise in areas like CGT, IHT, and estate planning. This will help us see your potential impact on our team.
Apply Through Our Website:To make things easier for both of us, apply directly through our website. It streamlines the process and ensures your application gets to the right people quickly. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge of income and capital taxes planning. Be ready to discuss specific cases or scenarios you've handled, especially those involving CGT, IHT, and estate planning. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, prepare examples that highlight your experience in client relationship management. Think about times when you’ve successfully advised clients on complex tax issues or helped them navigate international wealth structuring. This will demonstrate your ability to build trust and rapport with high net worth clients.
✨Embrace the Culture
The firm prides itself on a sociable and supportive environment, so be sure to convey your enthusiasm for teamwork and collaboration. Share experiences where you’ve worked well in a team setting or contributed to a positive workplace culture. This will help you fit in with their collegiate atmosphere.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s growth and the Private Client Tax team. Inquire about their approach to hybrid working or how they support progression towards AD and Director grades. This not only shows your genuine interest but also helps you assess if the firm aligns with your career goals.
