At a Glance
- Tasks: Review tax returns, provide expert guidance, and manage complex client relationships.
- Company: Award-winning Private Client team in a prestigious firm.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Why this job: Work with high-net-worth clients and tackle complex tax challenges.
- Qualifications: CTA qualified with 5+ years of experience in private client tax.
- Other info: Dynamic environment with mentorship opportunities and career advancement.
The predicted salary is between 72000 - 108000 £ per year.
Are you a private client tax specialist who thrives on complexity? Do you want to work with an exceptional portfolio of high-net-worth individuals across some of the UK's most prestigious sectors? My client is currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.
Location: Leatherhead, Surrey (Flexible Working Available)
Responsibilities:
- Review tax returns and provide expert technical guidance to consultants
- Identify sophisticated restructuring opportunities and present strategies to clients and Partners
- Deliver specialist advisory services including estate planning, inheritance tax planning, and wealth structuring
- Navigate complex international tax issues with confidence
- Act as a trusted point of contact for HNW clients alongside Partners
- Manage HMRC tax investigations with strategic precision
- Build lasting relationships built on technical excellence and commercial insight
- Provide technical mentorship to junior members of staff
Qualifications:
- CTA qualified - minimum 5 years PQE
- Proven experience advising complex UK and international HNW clients
- Deep technical knowledge across personal tax, trusts, estates, and international structures
- Excellence in client relationship management
- Strong IT skills and adaptability to new technologies
- Confidence to challenge conventional thinking
Senior Tax Manager in Leatherhead employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager in Leatherhead
✨Tip Number 1
Network like a pro! Attend industry events, webinars, or local meet-ups where you can connect with professionals in the tax sector. Building relationships can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand on platforms like LinkedIn by sharing insights on tax strategies or complex cases you've navigated. This not only highlights your knowledge but also attracts potential employers.
✨Tip Number 3
Don’t shy away from reaching out directly! If there’s a company you’re keen on, drop them a message expressing your interest and how you can add value. Sometimes, a proactive approach can set you apart from the crowd.
✨Tip Number 4
Apply through our website! We’ve got some fantastic roles waiting for talented individuals like you. Make sure to keep an eye on our listings and apply directly to increase your chances of landing that dream job.
We think you need these skills to ace Senior Tax Manager in Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Senior Tax Manager role. Highlight your expertise in private client tax, especially with high-net-worth individuals, to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about tax and how your experience aligns with the responsibilities listed in the job description. Be genuine and let your personality come through.
Showcase Your Technical Skills: We want to see your deep technical knowledge in personal tax, trusts, and international structures. Include specific examples of how you've navigated complex tax issues or provided strategic advice to clients in your application.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
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, trusts, and estates. Be ready to discuss complex scenarios you've handled in the past, especially those involving high-net-worth clients. This will show that you’re not just familiar with the basics but can navigate the intricacies of tax law.
✨Showcase Your Advisory Skills
Prepare examples of how you've delivered specialist advisory services, like estate planning or inheritance tax strategies. Think about specific cases where your advice made a significant impact. This will demonstrate your ability to provide value to clients and partners alike.
✨Build Rapport with Confidence
Since you'll be dealing with high-net-worth individuals, practice building rapport quickly. Think about how you can establish trust and communicate effectively. Role-play with a friend or mentor to refine your approach and ensure you come across as approachable yet professional.
✨Stay Updated on Tax Changes
Keep yourself informed about the latest changes in tax legislation and international tax issues. Being able to discuss recent developments will show your commitment to staying at the forefront of the field and your readiness to tackle complex challenges head-on.