At a Glance
- Tasks: Lead personal tax engagements and provide strategic advice to clients.
- Company: Dynamic firm in the heart of London with a focus on client satisfaction.
- Benefits: Competitive salary, flexible working, and comprehensive benefits package.
- Other info: Join a collaborative team with opportunities for professional growth and development.
- Why this job: Make a real impact by advising high-net-worth clients and mentoring junior team members.
- Qualifications: CTA qualified with 2+ years' experience in tax advisory for HNW individuals.
The predicted salary is between 75000 - 85000 £ per year.
The Role
As a Private Client Tax Advisory Manager, you will oversee complex personal tax engagements and provide strategic advice on tax planning and compliance.
You will manage key client relationships, mentor teams, and contribute to business development initiatives.
Your role is to ensure technical excellence, client satisfaction, and support the growth of the tax practice.
Key Responsibilities
- Demonstrate exceptional client service (both internal and external) and understand the importance to the firm as well as clients
- Demonstrate the ability to look forward at industry and wider legislative (or otherwise) changes which may affect clients and proactively seek to offer support where appropriate
- Tailor services to match client requirements in regards to scope and deliverables, timing and cost of services provided
- Lead meetings with stakeholders
- Regular in-person dialogue with clients as a primary point of contact and use this to improve client service and identify sales opportunities.
- Work collaboratively with other service lines on complex issues in order to reach a solution and take the lead in communicating outcomes to clients
- Proactively and professionally put forward considered views to drive change and improve processes for the better.
- Act as a coach and mentor to more junior team members, supporting management of your own team
- Identifying opportunities to promote specialist area to clients, prospects and external professional referrers with the aim of generating new referrals and work wins
Technical Skills
- Proficient in preparing final tax packs/transmittal letters for higher risk Private Tax clients
- Take the lead on most technical work, other than the most complex, limiting director/partner input to higher risk matters
- Build and foster a good team spirit by engaging directly with team members and taking responsibility for team building events e. g. social events and activities, as well as general team spirit
- Arrange team meetings, providing agendas and sourcing matters for discussion
- Promotes a culture within the team of keeping on top of legislative changes.
Actively organises training sessions for the team and regularly shares guidance / training material around the team to help with this
- Confident and can actively build strong relationships with clients
Requirements
- CTA qualified
- 2+ years' post-qualification experience.
- Experience advising HNW and UHNW individuals within a Mid-Tier or Big Four environment.
• Strong technical knowledge including
- New long-term residence / TRF / FIG rules.
- Historic non-dom, remittance basis and mixed fund rules.
- UK Statutory Residence Test (SRT).
- Double tax treaties.
- UK and offshore trusts.
- Inheritance Tax planning, including trusts, wills, reliefs and exemptions (NRB, RNRB, Business Relief, pensions, etc.).
- Property holding structures and Family Investment Companies.
- HMRC enquiries and nudge letters.
- Strong report writing and advisory skills.
- Experience managing billing, fee estimates, budgets and client expectations.
Private Client Tax Advisory Manager in London 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 Advisory Manager in London
✨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 Advisory Manager in London
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!
