At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected private client tax team in London.
- Benefits: Competitive salary, hybrid working, and a supportive work/life balance.
- Why this job: Make a real impact advising wealthy clients on complex tax matters.
- Qualifications: CTA/ACA qualified with strong personal tax advisory experience.
- Other info: Opportunities for progression to Senior Manager and Director roles.
The predicted salary is between 63000 - 73000 £ per year.
Overview
Join a respected private client tax team, specializing in advising UK and international HNWIs on all areas of their income and capital taxation. You’ll be an integral member of the team, performing an advisory-focused, client-facing role. You’ll collaborate closely with well-known partners and manage junior advisers handling day-to-day compliance.
Clients
- HNW business owners
- Serial entrepreneurs
- Wealthy families
- Family offices
- Trusts
Many of the team’s clients are international with multi-jurisdictional aspects to their affairs. Experience of advising on remittance, domicile and residence is therefore important.
Responsibilities
- Managing a portfolio of HNW clients as their key point of contact
- Undertaking personal tax planning projects on areas including CGT, IHT, property-related issues, use of trust structures, extraction of wealth from businesses etc
- Mentoring, managing and supporting junior team members
- Identifying new client relationships and assisting in business development initiatives
- Overseeing compliance work undertaken by more junior advisers
Qualifications and Experience
- CTA / ACA qualified, with extensive UK private client tax experience
- Some evidence of personal tax advisory work is important
- Strong communication and client relationship management experience is essential
Progression and Culture
The team is keen to support the incoming Manager with progression towards Senior Manager and Director grades. They offer hybrid working 2-3 days a week and foster a healthy work/life balance culture.
Compensation
Salary will be dependent on experience, but is likely to be in the region £63k – £73k + benefits. Ref 5058
How to apply
For further details of the opportunity, please email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
#J-18808-Ljbffr
Private Client Tax Manager – London 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 – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its clients, especially focusing on HNWIs and their unique tax needs. Show them you understand the intricacies of personal tax planning and can hit the ground running.
✨Tip Number 3
Don’t shy away from showcasing your advisory skills. During interviews, share specific examples of how you've successfully managed client portfolios or tackled complex tax issues. This will demonstrate your expertise and confidence.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and ready to take on the challenge.
We think you need these skills to ace Private Client Tax Manager – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience with HNW clients and any relevant tax advisory work you've done. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves client-facing responsibilities, make sure to demonstrate your strong communication skills in your application. Whether it's through examples in your CV or your cover letter, let us know how you build relationships with clients.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK private client tax, especially around remittance, domicile, and residence. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience in managing high-net-worth clients. Think about how you've built relationships and handled complex tax planning projects, as this will be crucial for the role.
✨Demonstrate Leadership Potential
Since you'll be mentoring junior advisers, come prepared with examples of how you've supported or developed team members in the past. This shows you're not just a tax expert but also a great leader.
✨Ask Insightful Questions
Prepare thoughtful questions about the team's approach to business development and client relationships. This shows your interest in the role and helps you gauge if the company culture aligns with your values.