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- Tasks: Manage a portfolio of private clients, focusing on trusts and estates while delivering advisory projects.
- Company: Reputable tax and accounting firm with a strong presence in the South East and London.
- Benefits: Competitive salary, professional development, and exposure to high-net-worth clients.
- Other info: Opportunity for career growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and work on complex, interesting client scenarios that make a real difference.
- Qualifications: Experience in tax management and a passion for client advisory services.
The predicted salary is between 60000 - 80000 £ per year.
A well-established and highly regarded specialist tax and accounting firm with offices in the South East and London is looking to expand its Private Client team. The firm works with a high-quality client base, including UK and international high-net-worth individuals, families, and owner-managed businesses. The business offers a holistic service, going beyond traditional compliance to support clients with broader financial and strategic matters. This includes working closely with family offices, supporting finance functions, and providing trustee and estate administration services.
This role will focus on managing a portfolio of private clients, with a particular emphasis on trusts and estates, alongside delivering a range of advisory projects. Key responsibilities include:
- Managing a portfolio of trust and personal tax clients
- Preparing trust accounts and trust tax returns, including R185s
- Preparing inheritance tax (IHT) returns and estate tax returns
- Preparing personal tax returns for a range of clients
- Supporting Directors with ad hoc advisory and planning work across trusts, estates, and private client tax matters
The advisory work is varied and will provide exposure to complex and interesting client scenarios.
Private Client Manager/Senior Manager in Kent employer: Insite Public Practice Recruitment Limited
Contact Detail:
Insite Public Practice Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Manager/Senior Manager in Kent
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Private Client Manager role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the firm’s client base and recent projects. Show them you’re not just another candidate; you’re genuinely interested in their work with high-net-worth individuals and trusts. Tailor your answers to reflect your understanding of their holistic service approach.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with managing portfolios of trust and personal tax clients. Highlight any advisory projects you've worked on that relate to trusts and estates, as this will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for joining our team. Plus, it’s a great way to get noticed by the hiring managers!
We think you need these skills to ace Private Client Manager/Senior Manager in Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Manager role. Highlight your experience with trusts, estates, and personal tax clients. We want to see how your skills align with what we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with high-net-worth individuals and how you can contribute to our holistic service approach. Let us know what makes you tick!
Showcase Relevant Experience: When filling out your application, be sure to showcase any relevant experience you have in managing portfolios or preparing tax returns. We love seeing real examples of how you've tackled similar challenges in the past.
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our firm and culture!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of trusts, estates, and personal tax. Familiarise yourself with the latest regulations and common challenges faced by high-net-worth individuals. This will not only show your expertise but also your genuine interest in the role.
✨Showcase Your Advisory Skills
Prepare to discuss specific examples where you've provided advisory services in the past. Think about complex scenarios you've navigated and how you added value to your clients. This will demonstrate your ability to handle the varied advisory work expected in this role.
✨Understand the Client Base
Research the types of clients the firm works with, especially high-net-worth individuals and families. Be ready to talk about how you would approach managing their portfolios and what unique challenges they might face. This shows that you’re not just looking for any job, but that you’re genuinely interested in this particular firm.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the firm's approach to client management or how they support their team in handling complex tax matters. This not only shows your enthusiasm but also helps you gauge if the firm is the right fit for you.