At a Glance
- Tasks: Advise high-net-worth clients on tax planning and trusts in a supportive team.
- Company: Friendly, Private Client-focused firm with a strong emphasis on work/life balance.
- Benefits: Competitive salary of £85k-£95k, hybrid working, and excellent benefits.
- Other info: Opportunity for career growth in a dynamic and collaborative environment.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified with strong experience in IHT, CGT, and trust structuring.
The predicted salary is between 85000 - 95000 £ per year.
Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families. This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work. You’ll join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects.
The role will include:
- High end IHT, CGT and offshore trusts advice
- Tax and Trust planning for HNWIs with multi jurisdictional wealth
- Relationship management as a key trusted adviser
- Overseeing junior staff and their compliance portfolios
- Being part of a friendly and supportive team that genuinely values work/life balance
The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring. Salary dependent on grade and experience, but likely to be in the range £85k-£95k + bens. Hybrid working 2-3 days a week is also on offer.
If you’re looking to pursue your career in an environment where you’ll be more than a face in the crowd, requesting further information and quoting Ref 5177. Alternatively, simply apply below:
Senior Manager - Private Client Tax employer: Howells Consulting Ltd
Join a prestigious private family office in central London, where you can escape the pressures of traditional billing and focus on providing exceptional trusts advice to a multi-generational family. With a strong emphasis on work/life balance, hybrid working options, and a supportive team culture, this role offers not only competitive salary and benefits but also unique opportunities for professional growth in a rare and rewarding environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager - Private Client Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax space. Attend industry events or webinars where you can meet potential employers and showcase your expertise in IHT, CGT, and trusts.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss specific cases where you've successfully advised HNWIs or managed complex tax planning projects. This will show you're not just qualified, but also experienced.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email reiterating your interest in the role and highlighting how your skills align with their needs. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our friendly and supportive team.
We think you need these skills to ace Senior Manager - Private Client Tax
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the job description. Highlight your CTA qualification and any relevant experience with IHT, CGT, and trusts advisory work. We want to see how you can bring value to our team!
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 role and how your background aligns with our focus on private clients. Don’t forget to mention your passion for relationship management and supporting junior staff.
Showcase Your Experience:When detailing your past roles, focus on specific projects or achievements related to private client tax. We love seeing examples of how you've successfully advised HNWIs or managed complex tax planning scenarios. Make it clear how you can contribute to our friendly and supportive team.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. 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 Stuff
Make sure you brush up on your knowledge of IHT, CGT, and offshore trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This shows that you’re not just qualified but also experienced and confident in your expertise.
✨Showcase Your Relationship Management Skills
Since relationship management is key for this role, prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you’ve gone above and beyond for a client or resolved a tricky situation – these stories will highlight your interpersonal skills.
✨Team Player Vibes
This firm values a friendly and supportive team environment, so be sure to convey your ability to work well with others. Share experiences where you’ve collaborated with colleagues or mentored junior staff, as this will demonstrate that you fit into their culture.
✨Ask Thoughtful Questions
Prepare some insightful questions about the firm’s approach to private client tax and their future plans. This not only shows your genuine interest in the role but also gives you a chance to assess if the firm aligns with your career goals and values.
