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For Companies At a Glance
- Tasks: Review tax returns, provide expert guidance, and manage complex client relationships.
- Company: Market-leading practice with over 90 years of heritage in private client tax.
- Benefits: Competitive salary up to £85,000 plus benefits and professional development opportunities.
- Why this job: Work with high-net-worth clients and tackle complex international tax issues.
- Qualifications: CTA qualified with a minimum of 5 years PQE and strong communication skills.
- Other info: Join a team known for technical excellence and exceptional client service.
The predicted salary is between 68000 - 102000 £ per year.
Overview
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 are currently seeking an experienced Private Client Tax Senior Manager to join their award-winning Private Client team in Surrey.
Job Title: Private Client Tax Senior Manager
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
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Private Client Tax Senior Manager employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and join relevant groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with complex tax issues and high-net-worth clients in detail. Be ready to share specific examples that highlight your problem-solving skills and technical knowledge.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your responses. Focus on articulating your thought process when navigating intricate tax scenarios and how you build client relationships.
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to get to know you better right from the start.
We think you need these skills to ace Private Client Tax Senior Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Senior Manager role. Highlight your expertise in personal tax, trusts, and international structures to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how your experience makes you the perfect fit for our award-winning team. Be genuine and let your personality come through.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples of how you've navigated complex tax issues or delivered exceptional client service. We love seeing how you've made an impact in your previous roles.
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. Plus, it’s super easy!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax, trusts, and international structures. Be ready to discuss complex scenarios and how you've navigated them in the past. This role demands a deep understanding, so show them you’ve got it!
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained relationships with high-net-worth clients. They want to see that you can communicate complex tax issues clearly and effectively. Think about specific instances where your advice made a significant impact.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life situations, like managing HMRC investigations or advising on estate planning. Practise articulating your thought process and strategies. This will demonstrate your problem-solving skills and strategic thinking.
✨Demonstrate Your Adaptability
With the fast-paced nature of this role, they’ll want to know how you handle competing priorities. Share examples of how you’ve successfully managed multiple deadlines while delivering quality work. Highlight your IT skills and how you adapt to new technologies to streamline processes.
