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- Tasks: Manage diverse portfolios of trusts and high net worth clients while providing expert tax services.
- Company: Leading financial services consultancy in the UK with a strong reputation.
- Benefits: Competitive salary, hybrid working environment, and opportunities for mentorship.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: Experience in personal tax, corporate compliance, and strong interpersonal skills.
- Other info: Great opportunity for career growth and professional development.
The predicted salary is between 43200 - 72000 £ per year.
A leading financial services consultancy in the UK is seeking a Private Client Tax Assistant Manager/Manager to manage diverse portfolios of trusts and high net worth clients. The successful candidate will offer expert tax compliance and advisory services, mentor junior members, and support senior partners with various projects.
Strong interpersonal and organizational skills are essential, along with experience in personal tax and corporate compliance. This role offers a competitive salary and a hybrid working environment.
Private Client Tax Lead – Trusts, Estates & UHNW 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 Lead – Trusts, Estates & UHNW in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a Private Client Tax role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your tax knowledge and current trends in trusts and estates. We recommend practising common interview questions and scenarios related to high net worth clients to show off your expertise.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It keeps you fresh in their minds and shows your enthusiasm.
✨Tip Number 4
Apply through our website for the best chance at landing that Private Client Tax position. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Private Client Tax Lead – Trusts, Estates & UHNW in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in personal tax and corporate compliance, as well as any mentoring experience you have.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for the Private Client Tax Lead role. Share specific examples of how you've managed diverse portfolios and supported senior partners in the past.
Show Off Your Interpersonal Skills: Since strong interpersonal skills are key for this role, don’t forget to mention any relevant experiences where you’ve successfully collaborated with clients or mentored junior team members.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax and corporate compliance. Be ready to discuss specific cases or scenarios you've handled in the past, especially those involving trusts and high net worth clients. This will show that you’re not just familiar with the theory but have practical experience too.
✨Show Off Your Mentoring Skills
Since mentoring junior members is part of the role, think of examples where you've successfully guided others. Prepare to share how you approach mentoring and what strategies you use to help others grow. This will demonstrate your leadership potential and commitment to team development.
✨Be Organised and Professional
Strong organisational skills are a must for this position. During the interview, showcase your ability to manage multiple tasks or projects effectively. You might want to mention any tools or methods you use to stay organised, as this can give the interviewers confidence in your ability to handle diverse portfolios.
✨Engage with Interpersonal Skills
This role requires excellent interpersonal skills, so be prepared to engage in a friendly and professional manner. Practice active listening and ensure you ask insightful questions about the company and the role. This not only shows your interest but also helps build rapport with the interviewers.
