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- Tasks: Manage a dynamic portfolio of high-net-worth clients and oversee complex personal tax compliance.
- Company: Reputable firm of accountants and tax advisers in Winchester.
- Benefits: Hybrid working, career progression opportunities, and a supportive team environment.
- Why this job: Join a growing team and make a real impact on wealthy clients' financial strategies.
- Qualifications: Experience advising high-net-worth clients; CTA qualification preferred.
- Other info: Opportunity to progress towards Director level in a busy, client-facing role.
The predicted salary is between 48000 - 72000 £ per year.
Our client is a prominent firm of accountants and tax advisers, based in the heart of Winchester. They have built a particularly strong reputation for advising landed wealth and HNW families, as well as serial entrepreneurs, business owners and UK res non doms.
The team is busy, growing and keen to make an additional appointment at Senior Manager level. The incoming individual will take responsibility for a dynamic portfolio of HNW private clients. They will oversee complex personal tax compliance matters and also get involved with ad hoc capital taxes planning work.
This is very much a client-facing role, requiring strong communication and relationship management skills. The CTA qualification is desirable and you will certainly have extensive experience of advising wealthy clients on IHT, CGT and trusts. Experience of domicile, residence and remittance would also be valued.
The team operates hybrid working with advisers typically in the office three days a week. There are genuine opportunities for a talented adviser to progress towards Director grade.
Personal Tax Senior Manager - Hampshire in Winchester employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior Manager - Hampshire in Winchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting and tax advisory world. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Show off your expertise! Prepare to discuss your experience with HNW clients, IHT, CGT, and trusts in detail during interviews. We want to see how you can bring value to the team and manage those complex personal tax matters.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, we need to ensure you can build strong relationships. Role-play common scenarios with friends or mentors to boost your confidence and refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get your application noticed. Plus, it shows you’re genuinely interested in joining our dynamic team in Winchester. Let’s make it happen!
We think you need these skills to ace Personal Tax Senior Manager - Hampshire in Winchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your expertise in personal tax compliance, IHT, CGT, and trusts to show us you’re the right fit for our dynamic portfolio of HNW clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with HNW families and how your experience aligns with the role. Don’t forget to mention your strong communication skills and client-facing experience!
Showcase Your Qualifications: If you have the CTA qualification or any relevant certifications, make sure they stand out in your application. We want to see how your qualifications can add value to our team and help us serve our clients better.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother 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 the specifics of personal tax compliance, especially around IHT, CGT, and trusts. Familiarise yourself with the latest regulations and how they impact HNW clients. This will show that you're not just qualified but genuinely interested in the role.
✨Showcase Your Client Skills
Since this is a client-facing role, prepare examples of how you've successfully managed relationships with wealthy clients in the past. Think about challenges you've faced and how you navigated them. This will demonstrate your communication skills and ability to build trust.
✨Be Ready for Technical Questions
Expect some technical questions related to domicile, residence, and remittance. Brush up on these topics and be prepared to discuss how you've applied this knowledge in real-world scenarios. It’s a great way to showcase your expertise.
✨Embrace the Hybrid Model
Understand the hybrid working model and be ready to discuss how you can effectively manage your time between the office and remote work. Highlight any previous experience you have with flexible working arrangements and how it has benefited your productivity.
