At a Glance
- Tasks: Lead tax services for high-net-worth clients, ensuring compliance and tailored advice.
- Company: Reputable accountancy practice known for bespoke tax solutions.
- Benefits: Competitive salary, hybrid working, free parking, and career progression opportunities.
- Other info: Supportive workplace culture with a focus on professional development.
- Why this job: Make a real impact in a dynamic environment while working with high-net-worth individuals.
- Qualifications: CTA qualified with 5+ years experience in private client tax.
The predicted salary is between 85000 - 95000 £ per year.
The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice.
This role requires an expert in private client tax with a focus on leadership within the professional services industry.
Client Details
This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions.
Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead.
Description
As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled.
The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs.
As a Senior Manager the day to day work will encompass
- Reviewing the tax returns prepared by consultants and provide technical input on these
- Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client
- Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues
- Dealing with HMRC on tax investigations
- Acting as point of contact for clients, alongside the Partner
- Profile
The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge.
The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis.
- You will also be able to demonstrate the following skills, experience and attributes:
- CTA qualified with a minimum of 5 years post qualification experience
- Experience of working with a complex UK and non-domiciled HMW client base
- Ability to manage workflow in a busy and demanding environment
- Outstanding written and verbal communication
- Ability to work under pressure and in a deadline driven environment
- Excellent IT skills and receptive to technology changes
- Job Offer
- Competitive salary in the range of £85,000 to £95,000
- Permanent position with opportunities for career progression.
- Based in Leatherhead with a supportive and professional work environment.
- Hybrid working.
- Free parking.
- PMI.
Private Client Tax Senior Manager in Epsom employer: Jobiqo
Bromley Council is an exceptional employer, dedicated to fostering a supportive and inclusive work environment where employees can thrive. With a strong commitment to professional development, flexible working arrangements, and a generous benefits package, including a local government pension scheme and unique discounts, the Council prioritises employee well-being and career growth. Located in the vibrant Bromley Civic Centre, you will be part of a team that plays a crucial role in shaping the future of the borough while enjoying the balance of urban and suburban life.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager in Epsom
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Jobiqo, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Senior Manager in Epsom
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Jobiqo's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Jobiqo. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Jobiqo!
How to prepare for a job interview at Jobiqo
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Jobiqo.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Jobiqo. It helps to show our commitment!
