At a Glance
- Tasks: Manage a portfolio of high-net-worth US-connected clients and provide personal tax advice.
- 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: Join a specialist team and work closely with top US/UK Partners to advance your career.
- Qualifications: EA/ATT dual-qualified with strong client relationship management skills.
- Other info: Dynamic environment with excellent growth potential in the private client tax sector.
The predicted salary is between 65000 - 75000 £ per year.
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. You’ll take responsibility for a HNW client portfolio as their primary point of contact. You’ll also work closely with some of the profession’s leading US/UK Partners, who will support you with your own progression towards Senior Manager and Director grades.
The role requires a strong technical grasp of US and UK personal taxation, gained in a leading UK tax team. You’ll have gained the EA and ATT qualifications, but the role also requires excellent client relationship management skills and a commercial approach to WIP, recoverability and identifying new business opportunities.
The firm has adopted hybrid working, with many of the team coming into the office 2-3 days a week. However, there is scope to work more remotely if one wishes. Salary will be dependent on experience and grade but is likely to be c.£65k-£75k + Bens.
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 interviews by brushing up on your technical knowledge of US and UK personal taxation. We recommend practising common interview questions and scenarios that relate to managing HNW clients. Show them you’re not just qualified, but also passionate about the role!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team and ready to take on the challenge of managing a portfolio of HNW clients.
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 is tailored to the role of Private Client Tax Manager. Highlight your experience with HNW clients and your qualifications like EA and ATT. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your client relationship management skills and your technical grasp of US and UK personal taxation.
Showcase Your Commercial Acumen: In your application, don’t forget to mention your commercial approach to WIP and recoverability. We’re keen on candidates who can identify new business opportunities, so let us know how you’ve done this in the past!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re serious about joining our team!
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 communicate complex tax issues clearly and build trust with clients. This is crucial for a role where you'll be the primary point of contact.
✨Demonstrate Your Commercial Acumen
Think about ways you can contribute to the firm's growth. Be ready to discuss how you’ve identified new business opportunities in previous roles. This will show that you have a commercial mindset, which is key for this position.
✨Embrace the Hybrid Work Culture
Familiarise yourself with the hybrid working model and be prepared to discuss how you can thrive in such an environment. Share your thoughts on balancing remote work with in-office collaboration, as this is part of the firm's culture.