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- Tasks: Manage private client tax projects and oversee compliance for high-net-worth clients.
- Company: Reputable firm in Bath known for its supportive and friendly team culture.
- Benefits: Competitive salary up to £65k, hybrid working, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: CTA qualification and experience with high-net-worth clients required.
- Other info: Fast-track career progression in a meritocratic environment.
The predicted salary is between 55000 - 65000 £ 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 – £65k + benefits. The firm also offers hybrid working 2-3 days a week on average. Ref 5215
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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Private Client Tax Manager – Bath, To £65k 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, To £65k
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential employers on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Show off your skills in interviews! Prepare to discuss specific examples of how you've tackled complex tax issues or managed client relationships. We want to see your expertise shine through, so practice articulating your experiences clearly and confidently.
✨Tip Number 3
Be proactive in your job search! Don’t just wait for roles to pop up; reach out to firms directly, even if they’re not advertising. Let them know you’re interested in joining their team. We love seeing candidates take the initiative!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals who are ready to make an impact in the private client tax space. Let’s get you that dream job!
We think you need these skills to ace Private Client Tax Manager – Bath, To £65k
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your CTA qualification and any relevant experience with HNW clients to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your communication skills and explain why you’re the perfect fit for our friendly team. Don’t forget to mention your passion for client relationship management.
Showcase Your Experience: When detailing your experience, focus on specific projects or achievements related to private client tax planning. We love seeing how you've tackled income tax, CGT, and IHT issues in the past!
Apply Through Our Website: We encourage you to apply directly through our website. 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 Tax Stuff
Make sure you brush up on your knowledge of income tax, CGT, and IHT issues. Be ready to discuss specific cases or scenarios where you've successfully advised HNW clients. This will show that you not only have the qualifications but also practical experience.
✨Show Off Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a simple way. Think about how you can demonstrate your ability to build relationships with clients during the interview. Maybe prepare a couple of examples where you've successfully managed client expectations.
✨Get Familiar with the Firm
Research the firm’s reputation in Bath and Bristol, and understand their approach to private client tax planning. Being able to reference their work or values during the interview will show your genuine interest and help you stand out.
✨Prepare for Business Development Questions
Since you'll be involved in marketing and business development initiatives, think about how you can contribute to these areas. Prepare some ideas or strategies that could help the firm attract new clients or enhance existing relationships.
