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For Companies At a Glance
- Tasks: Provide top-notch tax advice to high-net-worth clients and manage a diverse portfolio.
- Company: Join James Cowper Kreston, a growing firm known for its expertise in private client tax services.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive team environment.
- Why this job: Be part of a dynamic team that values growth, mentorship, and impactful client relationships.
- Qualifications: Significant experience in private client tax advisory and strong business development skills required.
- Other info: This role offers the chance to lead and shape the future of our private client tax team.
The predicted salary is between 43200 - 72000 £ per year.
James Cowper Kreston has an exciting opportunity in their Private Client Tax team, due to growth and increased success, and we are now looking to bring in a new team member.
Key Responsibilities:
- Provide high-level tax advisory services to high-net-worth individuals, entrepreneurs, shareholders, and international clients.
- Advise on Capital Gains Tax (CGT), Inheritance Tax (IHT), trusts and estates, property tax, and international tax matters.
- Deliver bespoke tax planning solutions, including shareholder tax planning and transaction-based advice.
- Manage and grow a portfolio of private clients.
- Maintain strong client relationships and identify new advisory opportunities.
- Ensure timely and accurate delivery of tax compliance and advisory services.
- Supervise and mentor junior team members.
- Lead team meetings and support professional development.
- Contribute to the strategic direction of the private client tax team.
Business Development:
- Participate in networking and marketing activities.
- Collaborate with other departments to provide integrated services.
- Identify and pursue new business opportunities.
Compliance & Risk Management:
- Review complex tax returns and computations.
- Ensure compliance with relevant tax laws and internal risk protocols.
Experience:
- Significant experience in private client tax advisory.
- Proven ability to manage a client portfolio and deliver high-quality tax advice.
- Strong commercial awareness and business development skills.
Private Client Tax Senior Manager employer: James Cowper Kreston
Contact Detail:
James Cowper Kreston Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and job opportunities.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at James Cowper Kreston for informational interviews. They can provide insider knowledge about the company culture and expectations, which can be invaluable when preparing for your application.
✨Tip Number 4
Showcase your business development skills by highlighting any previous successes in acquiring new clients or expanding existing portfolios. This is crucial for a role that involves managing and growing a client base.
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 highlights your experience in private client tax advisory. Focus on specific achievements related to managing client portfolios, delivering tax advice, and any relevant qualifications or certifications.
Craft a Compelling Cover Letter: In your cover letter, emphasise your understanding of Capital Gains Tax, Inheritance Tax, and other relevant areas mentioned in the job description. Share examples of how you've successfully advised high-net-worth individuals or managed complex tax situations.
Showcase Business Development Skills: Since the role involves business development, include examples of how you've identified new opportunities or contributed to networking activities in your previous roles. This will demonstrate your proactive approach and commercial awareness.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in tax advisory roles.
How to prepare for a job interview at James Cowper Kreston
✨Know Your Tax Legislation
Brush up on the latest tax laws and regulations, especially those related to Capital Gains Tax, Inheritance Tax, and international tax matters. Being well-versed in these areas will demonstrate your expertise and readiness for the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build strong relationships and identify new advisory opportunities, as this is crucial for the Private Client Tax Senior Manager position.
✨Demonstrate Leadership Experience
Be ready to discuss your experience in supervising and mentoring junior team members. Share specific instances where you led team meetings or contributed to the professional development of others, as leadership is a key aspect of this role.
✨Prepare for Business Development Questions
Think about your previous experiences in networking and marketing activities. Be prepared to discuss how you've identified and pursued new business opportunities, as this will be important for contributing to the growth of the private client tax team.
