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For Companies At a Glance
- Tasks: Manage diverse portfolios of trusts and estates, ensuring tax compliance and providing strategic advice.
- Company: Dynamic firm in the heart of London with a focus on private wealth and estates.
- Benefits: Competitive salary, hybrid working, and a comprehensive benefits package.
- Why this job: Join a vibrant team and make a real difference for high net worth clients.
- Qualifications: Strong interpersonal skills and experience in personal tax and corporate compliance.
- Other info: Opportunity to mentor junior team members and grow your career in a supportive environment.
The predicted salary is between 55000 - 65000 £ per year.
Location: City of London - hybrid working module available!
Salary: £55,000 - £65,000 (dependent on experience) + benefits package!
The Role:
I'm on the hunt for a bright and enthusiastic Private Client Tax Assistant Manager/Manager to work within my clients Private Wealth & Estates Group, which provides a wide range of strategic advisory and accounting services to private clients and their businesses. The successful candidate will predominantly support partners and directors to provide tax and other financial advisory services to the group's clients.
Responsibilities include:
- Manage a varied portfolio of UK and international trusts, estates, and high net worth individuals, ensuring accurate and timely tax compliance.
- Prepare and review annual trust tax returns, estate accounts, IHT returns, and related filings, including 1041s/SA900s (if relevant to the firm's remit).
- Advise trustees, beneficiaries, and family offices on complex tax matters including trust structures, distributions, residence, domicile, and inheritance planning.
- Conduct technical research to interpret legislation and HMRC guidance, providing clear written advice and reports for clients and partners.
- Oversee the preparation of trust accounts, ensuring accuracy, correct allocation of income/capital, and compliance with regulatory requirements.
- Support partners with tax planning projects, restructuring, and succession planning for UHNW families and landed estates.
- Liaise proactively with HMRC regarding queries, disclosures, and compliance issues, maintaining strong professional relationships.
- Mentor junior team members, reviewing their work and contributing to internal training on trust taxation and private client updates.
Successful candidates will have the following:
- Enthusiastic and technically capable, with excellent interpersonal and organisational skills.
- Able to manage deadlines and run multiple projects concurrently.
- Be self-motivated, display a positive approach and can get things done.
- Establish credibility at all levels, be commercially minded and have a clear perception of client requirements.
- Possess a wide range of financial and tax advisory experience, including involvement in all aspects of personal tax and corporate compliance deadlines.
- Experience in managing a demanding portfolio with a range of clients, reporting to multiple stakeholders simultaneously.
Private Client Tax Advisor in City of London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisor in City of London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with folks already working in private client tax roles. This is your chance to learn about their experiences and get insider tips. Plus, it shows your genuine interest in the field, which can really make you stand out!
✨Showcase Your Skills
When you get the chance to meet potential employers, be ready to talk about your skills and experiences confidently. Use specific examples from your past work that relate to the job description. We want to see how you can bring value to the team!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that Private Client Tax Advisor role! It’s the easiest way for us to see your application and get you in front of the right people quickly.
We think you need these skills to ace Private Client Tax Advisor in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Advisor role. Highlight your experience with trusts, estates, and high net worth individuals to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax advisory and how your background aligns with our needs. Don’t forget to mention your enthusiasm for mentoring junior team members!
Showcase Your Technical Skills: We want to see your technical prowess! Include examples of your experience with tax compliance, legislation interpretation, and any complex tax matters you've handled. This will help us understand your capabilities.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we love seeing candidates who follow instructions!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK tax laws, especially those related to trusts and estates. Be ready to discuss specific cases or scenarios where you've applied this knowledge, as it shows you're not just book-smart but also practical.
✨Show Your Interpersonal Skills
Since this role involves advising clients and liaising with HMRC, it's crucial to demonstrate your communication skills. Prepare examples of how you've successfully managed client relationships or resolved conflicts in the past.
✨Be Ready for Technical Questions
Expect some technical questions during the interview. Review common tax compliance issues and be prepared to explain how you would handle them. This will show that you can think on your feet and have a solid grasp of the complexities involved.
✨Highlight Your Project Management Experience
This role requires managing multiple projects simultaneously. Be ready to share specific examples of how you've juggled deadlines and priorities in previous roles. This will demonstrate your organisational skills and ability to thrive under pressure.
