At a Glance
- Tasks: Lead complex tax planning for high-net-worth clients and navigate international tax challenges.
- Company: Join Insite Group, a leader in tax advisory for global wealth management.
- Benefits: Enjoy a competitive salary up to £95,000 and opportunities for professional growth.
- Why this job: Transform your career with unparalleled growth, mentoring opportunities, and exposure to international tax strategies.
- Qualifications: Must be CTA or ACA qualified with experience in non-domiciled individuals and offshore tax.
- Other info: Work in a collaborative environment while shaping the future of personal tax practice.
The predicted salary is between 66000 - 95000 £ per year.
Are you a sophisticated tax professional with a passion for complex, high-stakes advisory work? Join a prestigious established team specializing in personal tax services for an exclusive clientele spanning multiple industry sectors, with particular focus on non-domiciled individuals and international offshore structures. This isn’t your typical tax role - you’ll be working at the intersection of global wealth management and cutting-edge tax strategy, where every client presents unique challenges and opportunities.
What Makes This Role Special:
- High Net Worth Individuals (HNWI) with complex international affairs
- Company Directors & Entrepreneurs building global empires
- Non-UK Resident/Domiciled individuals with sophisticated needs
- Offshore trust and company structures requiring expert navigation
- Predominantly advisory work - you’ll be the strategic mind behind complex tax planning
- Technical compliance challenges that will stretch your expertise
- Client-facing excellence - building relationships with discerning individuals
- Team leadership - developing talent through coaching and mentoring
- Business development - networking with industry leaders and expanding our reach
- Sector group involvement - shaping our firm’s strategic direction
The Individual - Essential Expertise:
- CTA or ACA qualified (or equivalent)
- Non-domiciled individuals experience - absolutely critical for success
- Professional services background with HMRC dealings
- Advisory and compliance mastery across complex scenarios
- Capital taxes expertise alongside comprehensive income tax knowledge
- Offshore tax specialization - navigating international complexities
- Technical Excellence: Exceptional attention to detail with superior numerical and communication skills
- Microsoft Office proficiency (Word, Excel, Outlook)
- CCH personal tax knowledge preferred
- HMRC relationship management experience
Personal Qualities:
- Client service obsession - delivering excellence consistently
- Independent operator who thrives in collaborative environments
- Influential communicator at all organizational levels
- Creative problem solver identifying opportunities and avoiding pitfalls
- Deadline-driven professional with unwavering reliability
Why This Role Will Transform Your Career:
- Unparalleled Growth Opportunities: Develop expertise in cutting-edge international tax planning
- Build relationships with high-profile clients and industry leaders
- Lead and mentor the next generation of tax professionals
- Shape the future direction of our personal tax practice
International Exposure:
- Navigate complex cross-border tax issues daily
- Stay at the forefront of international tax developments
- Build expertise in offshore jurisdictions and structures
- Develop a truly global perspective on tax strategy
Team Leadership:
- Mentor and develop junior team members
- Influence firm-wide initiatives and sector strategies
- Drive business development and client acquisition
- Contribute to the firm’s professional development programs
Private Client Senior Tax Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Tax Manager
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who specialise in non-domiciled individuals and offshore structures. Attend industry events or webinars to connect with potential colleagues and clients, as personal relationships can significantly enhance your chances of landing this role.
✨Tip Number 2
Stay updated on the latest developments in international tax law and compliance, particularly regarding non-domiciled individuals. This knowledge will not only prepare you for interviews but also demonstrate your commitment to staying at the forefront of the industry.
✨Tip Number 3
Consider reaching out directly to current employees at StudySmarter or Insite Group through LinkedIn. Ask them about their experiences and any insights they might have about the company culture and expectations for the Private Client Senior Tax Manager role.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios where you've successfully navigated complex tax issues. Highlight your problem-solving skills and ability to provide strategic advice, as these are crucial for the advisory nature of this position.
We think you need these skills to ace Private Client Senior Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications, particularly your CTA or ACA status and experience with non-domiciled individuals. Emphasise your advisory and compliance expertise, especially in complex scenarios.
Craft a Compelling Cover Letter: In your cover letter, express your passion for high-stakes advisory work and your ability to navigate international tax complexities. Mention specific examples of how you've successfully managed client relationships and led teams.
Showcase Technical Skills: Highlight your technical excellence in tax planning and compliance. Mention your proficiency with Microsoft Office and any relevant software like CCH personal tax knowledge, as well as your experience with HMRC dealings.
Demonstrate Personal Qualities: Illustrate your client service obsession and ability to work independently while thriving in collaborative environments. Use examples that showcase your problem-solving skills and reliability under deadlines.
How to prepare for a job interview at Insite Group
✨Showcase Your Technical Expertise
As a Private Client Senior Tax Manager, you'll need to demonstrate your mastery of complex tax scenarios. Be prepared to discuss specific cases where you've successfully navigated non-domiciled individuals' tax issues or offshore structures. Highlight your qualifications, such as CTA or ACA, and any relevant experience with HMRC.
✨Emphasise Client Relationship Skills
This role requires exceptional client-facing abilities. Share examples of how you've built and maintained relationships with high-net-worth individuals or company directors. Discuss your approach to understanding their unique needs and how you’ve provided tailored advisory services.
✨Demonstrate Leadership and Mentoring Experience
The position involves team leadership and developing talent. Talk about your experience in mentoring junior staff or leading projects. Illustrate how you've contributed to the professional development of others and influenced firm-wide initiatives.
✨Prepare for Business Development Discussions
Business development is key in this role. Be ready to discuss your networking strategies and how you've expanded your firm's reach in the past. Consider sharing specific examples of successful client acquisition or sector group involvement that shaped strategic direction.