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- Tasks: Manage private client tax projects and oversee compliance for high-net-worth clients.
- Company: Join a reputable firm in Bath known for its supportive team and entrepreneurial spirit.
- Benefits: Enjoy hybrid working options, competitive salary, and opportunities for professional growth.
- Why this job: Be part of a meritocratic environment where your contributions directly impact the team's success.
- Qualifications: Must have CTA qualification and experience with HNW clients on tax issues.
- Other info: Great opportunity for rapid career progression in a friendly, client-focused setting.
The predicted salary is between 55000 - 60000 £ per year.
This friendly and supportive team has built a great reputation in the Bath and Bristol areas for advising a broad range of entrepreneurial HNW private clients and their families.
They are growing and keen to appoint an additional Personal Tax Manager, who will handle ad hoc private client tax planning projects, oversee complex compliance and work with the partners on marketing and business development initiatives.
Very much a client-facing role, the incoming individual will require excellent communication and client relationship management skills. The CTA qualification is a pre-requisite, along with demonstrable experience of advising new and old money HNW clients on income tax, CGT and IHT issues.
Scope exists to progress swiftly in what is a genuine meritocracy. You\’ll be encouraged to develop your knowledge and to play an active role in the ongoing success of the team.
Salary will be dependent on experience but is likely to be in the region £55k – £60k + benefits. The firm also offers hybrid working 2-3 days a week on average. Ref 5215
To find out more, please email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
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Private Client Tax Manager - Bath employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Bath
✨Tip Number 1
Network with professionals in the Bath and Bristol areas, especially those who work with high-net-worth clients. Attend local tax seminars or events to meet potential colleagues and clients, which can help you get a foot in the door.
✨Tip Number 2
Showcase your client relationship management skills during interviews by preparing examples of how you've successfully managed client expectations and built long-term relationships in previous roles.
✨Tip Number 3
Familiarise yourself with the specific tax issues faced by high-net-worth individuals, such as income tax, capital gains tax, and inheritance tax. Being able to discuss these topics confidently will demonstrate your expertise and readiness for the role.
✨Tip Number 4
Research the firm’s recent projects and initiatives in private client tax planning. Mentioning these during your conversation can show your genuine interest in their work and how you can contribute to their ongoing success.
We think you need these skills to ace Private Client Tax Manager - Bath
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Private Client Tax Manager position. Tailor your application to highlight your relevant experience in advising HNW clients on income tax, CGT, and IHT issues.
Highlight Your Qualifications: Make sure to prominently feature your CTA qualification in your CV and cover letter. Provide specific examples of how your qualifications have helped you succeed in similar roles, especially in client-facing situations.
Showcase Communication Skills: Since this role requires excellent communication and client relationship management skills, include examples in your application that demonstrate your ability to build and maintain strong client relationships.
Express Your Interest in Growth: Mention your enthusiasm for professional development and your desire to contribute to the team's success. Highlight any previous experiences where you took initiative or played a key role in business development initiatives.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Client Relationship Skills
Since this role is client-facing, it's crucial to demonstrate your ability to build and maintain strong relationships. Prepare examples of how you've successfully managed client expectations and resolved issues in the past.
✨Highlight Your Technical Expertise
Make sure to discuss your experience with income tax, CGT, and IHT issues. Be ready to explain complex tax concepts in simple terms, as this will show your ability to communicate effectively with clients who may not have a financial background.
✨Prepare for Business Development Questions
As the role involves marketing and business development initiatives, think about how you can contribute to these areas. Have ideas ready on how to attract new clients or enhance services for existing ones.
✨Demonstrate Your CTA Qualification Knowledge
Your CTA qualification is a key requirement, so be prepared to discuss how your studies and experiences have equipped you for this role. Highlight any specific projects or cases where you applied your knowledge effectively.
