Private Client Tax Senior Manager – HNW/UHNW Planning
Private Client Tax Senior Manager – HNW/UHNW Planning

Private Client Tax Senior Manager – HNW/UHNW Planning

Full-Time 80000 - 90000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Oversee a portfolio of high-net-worth clients, focusing on personal tax and trust planning.
  • Company: Leading private client tax firm with a strong reputation.
  • Benefits: Competitive salary, hybrid work environment, and excellent career progression support.
  • Why this job: Achieve work/life balance while advising on impactful tax matters for HNW/UHNW clients.
  • Qualifications: CTA qualified with experience in advising non-domiciled clients.
  • Other info: No need to commute to London, offering flexibility and a dynamic work culture.

The predicted salary is between 80000 - 90000 £ per year.

A leading private client tax firm seeks a Senior Manager to oversee a portfolio of HNW/UHNW clients, focusing on personal tax and trust planning. The ideal candidate is CTA qualified with a strong background in advising non-domiciled clients on tax matters.

The role offers excellent career progression support, a hybrid work environment, and a competitive salary in the range of £80k to £90k. This position emphasizes a work/life balance, all without the need to commute to London.

Private Client Tax Senior Manager – HNW/UHNW Planning employer: Howells Consulting Ltd

Join a leading private client tax firm that prioritises your professional growth and work/life balance. With a hybrid work environment and a competitive salary, you will have the opportunity to manage a diverse portfolio of HNW/UHNW clients while enjoying the benefits of a supportive culture that values employee development and well-being, all without the stress of commuting to London.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior Manager – HNW/UHNW Planning

Tip Number 1

Network like a pro! Reach out to your connections in the tax industry, especially those who work with HNW/UHNW clients. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.

Tip Number 2

Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with personal tax and trust planning. This will help you stand out during interviews and demonstrate your value to potential employers.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around advising non-domiciled clients. The more comfortable you are, the better you'll perform when it counts.

Tip Number 4

Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Manager role. Plus, it’s a great way to show your enthusiasm for joining our team!

We think you need these skills to ace Private Client Tax Senior Manager – HNW/UHNW Planning

CTA Qualification
Personal Tax Planning
Trust Planning
Advising Non-Domiciled Clients
Portfolio Management
Client Relationship Management
Tax Compliance
Attention to Detail
Analytical Skills
Communication Skills
Problem-Solving Skills
Career Progression Support
Hybrid Work Environment

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with HNW/UHNW clients and personal tax planning. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA qualifications!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this Senior Manager role. Share specific examples of your work with non-domiciled clients and how you’ve helped them navigate tax matters.

Showcase Your Soft Skills: While technical skills are crucial, we also value soft skills like communication and relationship management. Make sure to mention any experiences where you’ve successfully built rapport with clients or led a team.

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’re considered for this exciting opportunity without any hassle!

How to prepare for a job interview at Howells Consulting Ltd

Know Your Tax Stuff

Make sure you brush up on your knowledge of personal tax and trust planning, especially as it relates to HNW/UHNW clients. Be prepared to discuss specific cases or scenarios where you've successfully advised non-domiciled clients.

Showcase Your CTA Qualification

Your CTA qualification is a big deal! Highlight how it has equipped you with the skills necessary for this role. Be ready to explain how your expertise can benefit the firm and its clients.

Emphasise Work/Life Balance

Since this role values work/life balance, be sure to express your understanding of its importance. Share examples of how you’ve managed your workload effectively in the past while maintaining a healthy balance.

Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to client management and career progression opportunities. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.

Private Client Tax Senior Manager – HNW/UHNW Planning
Howells Consulting Ltd
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