Private Client Tax Senior Manager – Trusts & Estates (Hybrid)
Private Client Tax Senior Manager – Trusts & Estates (Hybrid)

Private Client Tax Senior Manager – Trusts & Estates (Hybrid)

Full-Time 80000 - 95000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage high-net-worth clients and provide expert tax advisory support.
  • Company: Leading accountancy firm in Royal Tunbridge Wells with a collaborative culture.
  • Benefits: Salary between £80,000 and £95,000 with career progression opportunities.
  • Why this job: Join a dynamic team and make a real difference for clients in trusts and estates.
  • Qualifications: CTA, ACA, TEP or equivalent qualification with strong tax experience.
  • Other info: Hybrid working model for better work-life balance.

The predicted salary is between 80000 - 95000 £ per year.

A leading accountancy firm in Royal Tunbridge Wells is seeking a Private Client Tax Senior Manager. This role involves managing high-net-worth individuals and offering comprehensive advisory support.

The ideal candidate will possess a CTA, ACA, TEP, or equivalent qualification with strong experience in tax, trusts, and estates.

The position offers a salary between £80,000 and £95,000 and provides opportunities for career progression in a collaborative work environment.

Private Client Tax Senior Manager – Trusts & Estates (Hybrid) employer: Insite Finance

Join a prestigious accountancy firm in Royal Tunbridge Wells, where you will thrive in a collaborative and supportive work culture that values your expertise in tax, trusts, and estates. With competitive salaries and clear pathways for career advancement, this role not only offers meaningful work with high-net-worth clients but also the unique advantage of a hybrid working model that promotes work-life balance.
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Contact Detail:

Insite Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior Manager – Trusts & Estates (Hybrid)

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 Senior 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 and current trends in tax, trusts, and estates. We recommend practising common interview questions and even doing mock interviews with friends or mentors to boost your confidence.

Tip Number 3

Showcase your expertise! When you get the chance to meet potential employers, whether in person or virtually, make sure to highlight your qualifications like CTA, ACA, or TEP. Share specific examples of how you've successfully managed high-net-worth clients in the past.

Tip Number 4

Don’t forget to apply through our website! It’s a great way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged in their job search. Let’s land that dream job together!

We think you need these skills to ace Private Client Tax Senior Manager – Trusts & Estates (Hybrid)

CTA qualification
ACA qualification
TEP qualification
Tax Advisory Skills
Trusts Management
Estates Management
Experience with High-Net-Worth Individuals
Client Relationship Management
Collaborative Work Skills
Career Progression Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your qualifications like CTA, ACA, or TEP, and showcase your experience with high-net-worth individuals, tax, trusts, and estates.

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. Mention specific experiences that relate to managing trusts and estates, and show us your passion for providing advisory support.

Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements in previous roles. Use numbers and examples to demonstrate how you’ve successfully managed client portfolios or improved processes in tax advisory.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Insite Finance

Know Your Tax Stuff

Make sure you brush up on your tax knowledge, especially around trusts and estates. Be prepared to discuss recent changes in tax legislation and how they might impact high-net-worth individuals. This shows that you're not just qualified but also genuinely interested in the field.

Showcase Your Advisory Skills

Since this role involves offering comprehensive advisory support, think of examples from your past experience where you've successfully advised clients. Prepare to share specific scenarios where your advice made a significant difference, highlighting your problem-solving skills.

Understand the Firm's Culture

Research the accountancy firm’s values and culture. During the interview, relate your personal values to theirs and demonstrate how you can contribute to their collaborative work environment. This will help you stand out as a candidate who fits well within their team.

Prepare Questions

Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about the firm's approach to career progression or how they support their employees' professional development. This shows that you're serious about your future with them and eager to grow.

Private Client Tax Senior Manager – Trusts & Estates (Hybrid)
Insite Finance

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