At a Glance
- Tasks: Manage a portfolio of high net worth individuals and trusts while providing tailored tax solutions.
- Company: Leading accountancy practice with a focus on career progression.
- Benefits: Competitive salary, comprehensive benefits, and excellent career development opportunities.
- Other info: Supportive environment with varied and challenging client work.
- Why this job: Join a dynamic team and make a real impact in tax advisory for high-calibre clients.
- Qualifications: ATT/CTA qualified with experience in private client tax compliance and advisory.
The predicted salary is between 48000 - 72000 £ per year.
We're working with a well-established accountancy firm in London that is looking to bring in a Private Client Tax Manager to join its growing tax team.
This would suit someone who enjoys working closely with private clients and wants a role that goes beyond simply completing compliance work. You'll have the opportunity to take ownership of a portfolio, build strong client relationships and get involved in more interesting advisory work across areas such as IHT, CGT, trusts and succession planning.
The Role
- Managing a portfolio of high-net-worth individuals, families, trusts and private clients
- Taking responsibility for the delivery of personal tax compliance work from start to finish
- Reviewing complex self-assessment and tax computations
- Advising clients on income tax, CGT, IHT and trusts
- Getting involved in tax planning and advisory projects, rather than being purely compliance focused
- Working with Partners and senior members of the team on more complex client matters
- Building and maintaining strong relationships with clients and acting as a trusted point of contact
- Identifying opportunities to provide additional advice and support to existing clients
- Reviewing work produced by junior members of the team and helping to develop more junior staff
- Supporting the wider private client team with technical queries and more complex assignments
The Clients
You’ll be working with a varied private client base, which could include:
- HNW and UHNW individuals
- Business owners and entrepreneurs
- Directors and shareholders
- Families and family groups
- Trusts and estates
- Individuals with significant investment portfolios
- Clients with complex UK and international tax affairs
What They're Looking For
Ideally, you'll have:
- Strong experience within Private Client / Personal Tax
- Previous experience at Assistant Manager or Manager level
- Good technical knowledge across IHT, CGT, trusts and income tax
- Experience managing your own portfolio of clients
- The confidence to speak directly with clients and provide practical advice
- Experience reviewing work and supporting more junior team members
- Ideally CTA and/or ACA/ACCA qualified, although strong relevant experience will also be considered
The Opportunity
This isn't intended to be a role where you're simply sat completing tax returns all day.
The firm is looking for someone who wants to develop their advisory exposure, work with interesting private clients and have genuine responsibility for their portfolio. There's also scope to progress as the team continues to grow.
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Private Client Tax Manager employer: Insite US
Join a leading accountancy practice in Exeter, where you will manage a sophisticated portfolio of high net worth individuals and trusts. With a strong focus on career progression, our supportive team environment fosters professional development and offers a comprehensive benefits package, making it an excellent employer for those seeking meaningful and rewarding work in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Attend industry events, seminars, or even local meet-ups. The more people you know in the private client tax space, the better your chances of landing that dream role.
✨Tip Number 2
Showcase your expertise! Create a personal brand on LinkedIn by sharing insights on tax planning and compliance. This not only highlights your knowledge but also attracts potential employers to you.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions related to portfolio management and tax advisory. We can help you with mock interviews to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
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 specific skills and experiences that match the role of Private Client Tax Manager. Highlight your expertise in tax compliance and advisory work, especially with high net worth individuals and trusts.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for tax planning and client relations, and don’t forget to mention any relevant qualifications like ATT/CTA.
Showcase Your Report Writing Skills:Since strong report writing is key for this position, consider including examples of reports or summaries you've drafted in previous roles. This will give us a taste of your ability to communicate complex tax matters clearly.
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 in Exeter!
How to prepare for a job interview at Insite US
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge related to private client tax compliance and advisory work. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax planning matters, especially around IHT planning and CGT.
✨Showcase Your Client Management Skills
Prepare examples that highlight your experience in managing high net worth individuals and family trusts. Think about how you've built rapport with clients and tailored solutions to meet their unique needs—this will show you're the right fit for their sophisticated portfolio.
✨Demonstrate Leadership Qualities
Since this role involves supervising junior staff, be ready to talk about your leadership style. Share experiences where you've contributed to the professional development of others, as well as how you foster a supportive team environment.
✨Be Business Savvy
Think about ways you've identified cross-selling opportunities in previous roles. Discuss how you can promote firm-wide services while maintaining strong relationships with clients and stakeholders, including HMRC and solicitors.
