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For Companies At a Glance
- Tasks: Manage a portfolio of private clients, focusing on compliance and tax advisory work.
- Company: Join a dynamic firm that partners with diverse clients to navigate financial challenges.
- Benefits: Enjoy career progression, professional development, and a collaborative work environment.
- Why this job: Be part of a growing team, mentoring others while delivering high-quality client service.
- Qualifications: Proven experience in private client tax management and relevant professional qualifications required.
- Other info: Opportunity to work with high-profile clients and engage in strategic business development.
The predicted salary is between 52000 - 78000 £ per year.
Are you open to joining a fantastic business that can offer long and short term growth? My client partners with a diverse range of clients, including groups with international structures, helping them navigate complex financial management and compliance challenges. With a client-centric approach, they provide tailored solutions to meet unique needs, building long-term relationships based on trust and expertise.
The Private Client team currently consists of 15 professionals, including two Partners and an Associate Partner.
The Opportunity: I am seeking an experienced and dynamic Private Client Tax Manager to join their expanding Private Client team. The successful candidate will manage all day-to-day aspects of a portfolio of private clients, with a focus on compliance responsibilities and opportunities to lead tax advisory work. You'll play a key role in managing client relationships, leading projects, and mentoring team members.
Key Responsibilities:
- Act as principal manager contact for a portfolio of private clients, taking full responsibility for compliance work review processes.
- Develop and maintain strong client relationships as a trusted advisor.
- Support business development opportunities and new client relationship development.
- Collaborate with Senior Management Team on portfolio management and team development.
- Provide comprehensive personal tax compliance services and identify planning opportunities.
- Deliver ad hoc advisory services to High Net Worth Individuals (HNWI) and Owner Managed Business (OMB) clients.
- Advise on residence and domicile matters, including UK entry/exit planning and remittance basis changes.
- Handle trust structuring, both offshore and UK, including tax implications and benefits.
- Provide international tax planning for cross-border interests, including double taxation treaties.
- Deliver estate planning to minimize inheritance tax liabilities.
- Support family business advisory including succession planning and governance structures.
- Mentor and develop Private Client Tax team members at all levels.
- Conduct personal development reviews and provide performance feedback.
- Support training initiatives and improve team efficiency.
- Ensure high standards of performance and professional growth.
- Manage successful delivery of personal tax compliance functions.
- Identify and mitigate tax risks while ensuring technical and ethical compliance.
- Monitor budgets, recoveries, and billing processes.
- Provide fee quotes and manage commercial aspects of client service.
Essential Requirements - Qualifications & Experience:
- Proven experience in a private client tax managerial role, ideally within a top 30 professional services firm.
- Relevant professional qualifications (ACA, ACCA, CTA, or equivalent).
- Deep understanding of personal tax law and regulations.
- Strong track record in client advisory work and relationship management.
- Experience in leading projects and managing teams.
Technical Skills:
- Proficiency in tax software (CCH) and tax research platforms (Croner-i/LexisNexis).
- Excellent analytical and problem-solving abilities with strategic mindset.
- Commercial mindedness with experience in financial management of client services.
Personal Qualities:
- Entrepreneurial mindset with ability to identify business opportunities.
- Strong communication skills, able to simplify complex tax issues for clients.
- Strong ethical standards and commitment to maintaining confidentiality.
- Excellent leadership skills with experience in team development and mentoring.
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
- Strong networking abilities and enjoys cross-team collaboration.
- Takes pride in delivering high-quality work and exceeding client expectations.
What do they offer?
- Opportunity to work with a diverse portfolio of high-profile private clients.
- Collaborative environment within a growing, dynamic firm.
- Career progression opportunities within an expanding practice.
- Involvement in strategic business development and practice growth.
- Comprehensive professional development and training support.
Personal Tax Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with private clients. Attend relevant events or webinars to connect with potential colleagues and learn about the latest trends in personal tax management.
✨Tip Number 2
Familiarise yourself with the specific tax software mentioned in the job description, such as CCH and tax research platforms like Croner-i or LexisNexis. Being proficient in these tools can give you an edge during interviews.
✨Tip Number 3
Prepare to discuss your experience in managing client relationships and leading projects. Think of specific examples where you've successfully navigated complex tax issues or developed strong client trust.
✨Tip Number 4
Showcase your leadership skills by highlighting any mentoring or team development experiences you've had. This role values team management, so be ready to explain how you've helped others grow professionally.
We think you need these skills to ace Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax management, client advisory work, and team leadership. Use specific examples that demonstrate your ability to manage compliance responsibilities and develop strong client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your qualifications align with the job requirements, particularly your experience with high-net-worth individuals and your understanding of personal tax law.
Showcase Technical Skills: Emphasise your proficiency in tax software and research platforms. Highlight any relevant qualifications such as ACA, ACCA, or CTA, and provide examples of how you've used these skills in previous roles to deliver effective tax solutions.
Demonstrate Leadership Experience: Include details about your experience in mentoring and developing team members. Discuss any initiatives you've led that improved team efficiency or client service, showcasing your ability to lead projects and manage multiple priorities.
How to prepare for a job interview at Insite Group
✨Showcase Your Tax Expertise
Make sure to highlight your deep understanding of personal tax law and regulations during the interview. Be prepared to discuss specific cases where you've successfully navigated complex tax issues, especially those involving High Net Worth Individuals or Owner Managed Businesses.
✨Demonstrate Client Relationship Skills
Since this role involves managing a portfolio of private clients, it's crucial to illustrate your experience in building and maintaining strong client relationships. Share examples of how you've acted as a trusted advisor and the impact it had on client satisfaction and retention.
✨Prepare for Technical Questions
Expect to face technical questions related to personal tax compliance and advisory services. Brush up on topics like residence and domicile matters, trust structuring, and international tax planning to demonstrate your proficiency and confidence in these areas.
✨Exhibit Leadership and Mentoring Experience
As a Personal Tax Manager, you'll be expected to mentor team members. Be ready to discuss your leadership style and provide examples of how you've developed others in your previous roles, including any training initiatives you've led.
