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- Tasks: Manage a portfolio of high-net-worth clients and lead a team of junior tax professionals.
- Company: Join one of Bristol’s top Private Client teams, known for its expertise and client focus.
- Benefits: Enjoy hybrid working options, a supportive team environment, and opportunities for career progression.
- Why this job: Be part of a dynamic team that values work/life balance and offers exciting personal tax projects.
- Qualifications: Must be CTA qualified with strong knowledge of income tax, CGT, and IHT.
- Other info: Salary ranges from £65k to £80k, depending on experience.
The predicted salary is between 65000 - 80000 £ per year.
One of Bristol’s leading Private Client teams is growing and keen to recruit a CTA qualified personal tax Senior Manager. The incoming individual will take responsibility for a portfolio of HNW/UHNW individuals and their families. Typical clients will be entrepreneurial business owners, but may also include family offices, landed estates and trusts.
A broad and detailed knowledge of income tax, CGT and IHT is therefore required, including experience of advising on residence and domicile issues. The role will include managing a team of more junior ATTs and CTAs, overseeing their compliance portfolios, whilst also working closely with high profile Private Client Tax Partners and Directors on ad hoc personal tax planning projects.
Very much a client-facing role, you’ll need excellent communication and relationship management skills. You’ll join a thriving team offering support and encouragement to progress towards AD and Director grades. The team embraces a healthy work/life balance and offers hybrid working 2-3 days a week.
Salary will be dependent on experience but is likely to be in the region £65k - £80k.
Private Client Tax Senior Manager - Bristol employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
michaelhowells@howellsconsulting.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Bristol
✨Tip Number 1
Network with professionals in the private client tax sector, especially those who work with HNW/UHNW individuals. Attend industry events or webinars to connect with potential colleagues and learn more about the specific challenges they face.
✨Tip Number 2
Familiarise yourself with the latest developments in personal tax legislation, particularly around income tax, CGT, and IHT. Being well-versed in current regulations will demonstrate your expertise and commitment to the role.
✨Tip Number 3
Prepare to showcase your leadership skills by discussing your experience managing teams. Highlight any successful projects where you guided junior staff, as this will be crucial for the Senior Manager position.
✨Tip Number 4
Practice your communication skills, as this role is client-facing. Be ready to discuss how you've built and maintained relationships with clients in the past, and think of examples that illustrate your ability to explain complex tax issues clearly.
We think you need these skills to ace Private Client Tax Senior Manager - Bristol
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Private Client Tax Senior Manager. Highlight your experience with HNW/UHNW individuals, income tax, CGT, and IHT in your application.
Tailor Your CV: Make sure your CV reflects your qualifications, particularly your CTA qualification and any relevant experience managing teams or portfolios. Use specific examples to demonstrate your expertise in personal tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication and relationship management skills. Mention your ability to work closely with clients and senior partners, and express your enthusiasm for joining a supportive team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no typos or grammatical errors, as attention to detail is crucial in this role.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Technical Knowledge
Make sure to brush up on your knowledge of income tax, CGT, and IHT. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues, especially those related to residence and domicile.
✨Demonstrate Leadership Skills
Since the role involves managing a team, highlight your experience in leading and mentoring junior staff. Share examples of how you've supported team members in their professional development and how you handle team dynamics.
✨Prepare for Client-Facing Scenarios
As this is a client-facing role, think about how you would approach building relationships with high-net-worth individuals. Prepare to discuss your communication style and any past experiences where you've successfully managed client expectations.
✨Emphasise Work-Life Balance
The company values a healthy work-life balance, so be ready to discuss how you manage your workload effectively. Share any strategies you use to maintain productivity while ensuring personal time is respected.
