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For Companies At a Glance
- Tasks: Provide expert tax planning advice to high-net-worth clients and manage client relationships.
- Company: Reputable mid-sized accountancy firm in London with a focus on private clients.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a growing team and make a real impact while advancing your career.
- Qualifications: CTA qualification and extensive experience in capital gains and inheritance tax planning.
- Other info: Supportive environment with a strong focus on work/life balance and professional development.
The predicted salary is between 80000 - 90000 £ per year.
Overview
We’re working with one of London’s mid-sized accountancy firms, who have built a strong reputation in the private client field. They offer high quality work, swift progression, great work/life balance and the opportunity to have a voice. Many CTAs are attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades. Our client advises an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature. The Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role.
Responsibilities
- Provision of income and capital taxes planning advice to UK and international HNWIs
- Ongoing management of client relationships including identifying planning opportunities
- Assisting Partners with new client development and third-party networking
- Welcoming and onboarding new HNW clients
- Billing and WIP management responsibilities
- Overseeing junior advisers and the annual tax compliance process
Qualifications
The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.
Rewards and development
In return, you’ll be supported with your development towards Director grade and be give the responsibility and opportunity to grow as an adviser.
Work arrangements
The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.
Salary and how to apply
Salary will be dependent on experience but is likely to be in the region £80,000 – £90,000 + benefits. Ref.5179
To find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk
Alternatively, simply apply below:
#J-18808-Ljbffr
Senior Private Client Tax Manager employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their client base, especially if they work with HNWIs. We recommend practising common interview questions and even role-playing with a friend to boost your confidence.
✨Tip Number 3
Showcase your expertise! When you get the chance to chat with potential employers, highlight your experience with CGT and IHT planning. We want to see you shine and demonstrate how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets the attention it deserves. Plus, we’re always on the lookout for passionate candidates ready to make a difference in the private client tax space.
We think you need these skills to ace Senior Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Private Client Tax Manager role. Highlight your CTA qualification and any relevant experience in advising HNWIs, as this will catch our eye!
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 growing team. Be genuine and let your personality come through.
Showcase Your Client Management Skills: Since this role involves ongoing management of client relationships, make sure to include examples of how you've successfully managed clients in the past. We love to see how you identify planning opportunities and build strong connections!
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 get to know you better!
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 and capital taxes, especially CGT and IHT planning. Be ready to discuss specific cases or scenarios where you've successfully advised clients, particularly HNWIs, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience in managing client relationships. Think about how you've identified planning opportunities for clients in the past and be ready to share these stories. This will demonstrate your ability to build rapport and trust with clients.
✨Be Ready to Discuss Development Goals
Since the firm is keen on developing advisers towards Director grade, think about your career aspirations and how they align with the firm's goals. Be prepared to discuss how you envision your growth within the company and what steps you plan to take to achieve those ambitions.
✨Emphasise Work/Life Balance
The firm values a healthy work/life balance, so it’s important to express your understanding of this. Share how you manage your time effectively and maintain productivity while ensuring personal well-being. This will resonate well with their culture and values.
