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- Tasks: Manage diverse portfolios for high-net-worth clients and tackle complex tax challenges.
- Company: Dynamic firm in the heart of London with a focus on innovative tax solutions.
- Benefits: Agile working, 25 days holiday, employee recognition awards, and a supportive management structure.
- Why this job: Join a team that values professional growth and offers exposure to exciting international projects.
- Qualifications: CTA/ACA/ACCA qualified with strong communication and organisational skills.
- Other info: Flexible work environment with opportunities for continuous learning and career advancement.
The predicted salary is between 65000 - 75000 £ per year.
Location: City of London - 3 days in office, 2 days from home
Salary: £65,000 - £75,000 (dependent on experience) + benefits!
The Role: I am looking for a talented Private Client Tax professional who thrives in a dynamic environment and embraces the chance to tackle complex challenges. You will be based with the London team, dealing with high-net-worth individuals and their families and trusts, in addition to gaining exposure to a variety of projects, including working on international and cross-border tax issues. The role will involve dispute resolution and advisory, with a strong bias towards more complex cases.
There will be a degree of flexibility to tailor the role to the individual, with opportunities to get involved with:
- OMB restructuring projects such as mergers, demergers, acquisitions, tax due diligence, profit extraction and succession planning;
- International matters including offshore trusts and structures;
- Inheritance tax planning.
Role responsibilities will include:
- Managing and supporting a diverse portfolio which will include but is not limited to high-net-worth individuals, wealthy families, and offshore structures.
- Supporting senior staff and partners on complex projects, whilst also gaining exposure to business development initiatives.
- Overseeing the preparation, submission, and review of annual tax returns of all delegated clients.
- Ensuring all tax returns are compliant with tax regulations and liaising with HMRC and clients on all personal tax issues.
- Management of HMRC interventions, including s9A enquiries, other investigations, and voluntary disclosures.
- Supporting with business development and marketing initiatives.
- Supporting junior members of the team with their development.
The Individual:
- CTA/ACA/ACCA qualified or equivalent.
- Professional curiosity and desire for continuous learning.
- IT literate (Excel, Word, tax software).
- Effective communication skills - verbal and written.
- Ability to supervise juniors in the team.
- Organisational skills and the ability to plan and prioritise work accordingly.
- Client focus/commercial awareness.
- Ability to work well under pressure.
Benefits:
- Agile Working: Core hours from 10am - 2pm and two home working days, allowing you to balance your work and personal commitments seamlessly.
- 25 days holiday plus bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days).
- Employee recognition awards: Outstanding Performance Award.
- Bonus discretionary annual bonus, and other recognition initiatives.
- New and improved programme for succession planning and supportive management structure to help you realise your potential.
- Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
And lots more!
Private Client Tax Manager 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 Tax Manager
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them your passion for tax and how you can tackle those complex challenges they mentioned!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. Plus, it keeps you fresh in their minds as they make their decision.
✨Apply Through Our Website
We’ve got a fantastic platform for job applications, so make sure you apply through our website! It’s user-friendly and ensures your application gets the attention it deserves. Plus, you’ll find loads of resources to help you along the way!
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your qualifications like CTA/ACA/ACCA and any relevant experience with high-net-worth individuals or complex tax issues.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your professional curiosity and desire for continuous learning. Mention specific projects or experiences that demonstrate your ability to tackle complex challenges in tax management.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your written application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
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 don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Tax Stuff
Brush up on your knowledge of personal tax regulations, especially those relevant to high-net-worth individuals. Be prepared to discuss complex tax issues and how you would approach them, as this role involves dealing with intricate cases.
✨Showcase Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when explaining tax concepts. You might be asked to demonstrate how you would communicate with clients or colleagues about sensitive tax matters.
✨Demonstrate Your Curiosity
This position values professional curiosity and continuous learning. Be ready to share examples of how you've pursued further knowledge in tax or related fields. Discuss any recent developments in tax law that interest you and how they could impact your work.
✨Prepare for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about past experiences where you managed complex tax situations or resolved disputes. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.