At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide personal tax advisory services.
- Company: Leading adviser to high-net-worth individuals with a strong reputation.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Be a trusted adviser and make a real impact on clients' financial success.
- Qualifications: EA and ATT dual qualifications with strong US/UK tax knowledge.
- Other info: Dynamic team environment with excellent growth potential.
The predicted salary is between 65000 - 75000 £ per year.
Overview
This is a super opportunity to manage a portfolio of HNW US-connected private clients, as their key trusted adviser. Our client has built a reputation as a leading adviser to HNW/UHNW individuals. Their Private Client Tax offering includes a specialist US/UK team that provides personal tax advice to wealthy private clients (FS executives, business owners, entrepreneurs and their families). Demand for their expertise continues to grow and they are keen to recruit an EA/ATT dual-qualified Manager, to provide personal tax advisory and compliance services as a strategic member of the team.
Responsibilities
- Take responsibility for a HNW client portfolio as the primary point of contact.
- Work closely with US/UK Partners who will support progression towards Senior Manager and Director grades.
- Provide personal tax advisory and compliance services within the US/UK framework.
Qualifications & Skills
- EA and ATT qualifications (dual-qualified).
- Strong technical grasp of US and UK personal taxation, gained in a leading UK tax team.
- Excellent client relationship management skills and a commercial approach to WIP, recoverability, and identifying new business opportunities.
Working Arrangements
- Hybrid working with many team members in the office 2-3 days a week, with scope to work more remotely if preferred.
Salary & Benefits
Salary will be dependent on experience and grade but is likely to be c.£65k-£75k + Bens Ref 852
How to Apply
- To find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk
- Alternatively, simply apply below.
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US/UK 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 US/UK Private Client Tax Manager – London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews by brushing up on your US/UK tax knowledge. Be ready to discuss real-life scenarios and how you’d handle them. Show them you’re not just a candidate, but the go-to expert they need for their HNW clients.
✨Tip Number 3
Don’t forget to leverage social media! Update your LinkedIn profile to reflect your dual qualifications and experience. Engage with content related to private client tax and connect with professionals in the field to increase your visibility.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace US/UK Private Client Tax Manager – London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your EA and ATT qualifications, and any relevant experience in US/UK personal taxation. 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 the Private Client Tax Manager role. Share your passion for working with HNW clients and how your background aligns with our needs.
Showcase Your Client Management Skills: Since client relationship management is key, include examples of how you've successfully managed client portfolios in the past. We love to see how you’ve built trust and delivered results for your 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 US and UK personal taxation knowledge. Be ready to discuss specific tax scenarios and how you would advise HNW clients. This shows you’re not just qualified, but also genuinely interested in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to identify new business opportunities and how you’ve added value to previous clients. This will demonstrate your commercial approach.
✨Understand the Company Culture
Research the company’s values and culture. Be prepared to discuss how you align with their mission and how you can contribute to their reputation as a leading adviser. This will help you stand out as a candidate who fits well within their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role, team dynamics, and future growth opportunities. This not only shows your interest but also helps you gauge if the company is the right fit for you. Remember, interviews are a two-way street!