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For Companies At a Glance
- Tasks: Manage high-net-worth client portfolios and lead complex tax advisory projects.
- Company: Join K3TA, a growing firm with a supportive and technical environment.
- Benefits: Flexible remote work, career progression, and a built-in client base.
- Why this job: Gain exposure to interesting client matters and develop specialist expertise.
- Qualifications: CTA qualified with significant UK Private Client tax experience.
- Other info: Opportunity to mentor junior staff and manage multiple projects.
The predicted salary is between 48000 - 72000 £ per year.
K3TA are looking for an experienced Personal Tax Manager to join our growing Family & Wealth team. This is a senior, client-facing advisory role. The successful candidate will manage a portfolio of high-net-worth and internationally mobile clients. You will be responsible for progressing client projects, leading technical decision-making and converting new enquiries into ongoing advisory relationships, as well as mentoring junior staff. This role requires a strong technical private client background across UK personal tax, international matters and trusts. You will be comfortable advising directly, scoping projects, pricing work and defending technical conclusions where challenged. This position is particularly suited to someone who wants exposure to complex advisory work rather than volume compliance.
Key Responsibilities
- Advisory Project Work
- Preparing advisory reports and leading client calls
- Advising on all points of UK tax in relation to internationally mobile HNWIs, often on short time scales ahead of business exits.
- Supporting IHT and BPR reviews and preparing technical analysis for director sign-off
- Co‑ordinating international tax matters with our international contacts and UK tax residence planning projects
- Assisting with structuring, family wealth planning and business exit planning
- Technical Review & Decision-Making
- You will be expected to act as a technical reviewer for personal tax matters within the team. This includes:
- UK personal tax planning
- Statutory Residence Test and non‑residence planning
- Overseas income and remittance matters
- Trusts and beneficiary taxation
- Inheritance Tax planning and Business Property Relief
- Cross‑border issues and interaction with overseas advisers
- Project Management & Workflow
- The role is primarily remote and so there is a need to be able to work both independently, and within a team via video call and email. This will include:
- Daily oversight of team workflow and project progression
- Reviewing work prepared by junior team members to a high technical standard
- Being a touch point for technical queries
- Monitoring WIP, recoveries and billing on your projects
- Ensuring appropriate pricing and commerciality of work
- Attending/leading new client meetings across all areas of Private Client tax
- Preparing clear scopes of work and fee quotes
Required Experience & Technical Skills
- CTA qualified (or equivalent experience)
- Significant experience in a UK Private Client tax role
- Strong technical knowledge of:
- Statutory Residence Test
- Non-residence and temporary non-residence
- Trust taxation and beneficiary matching
- Inheritance Tax and BPR
- International and cross-border personal tax matters
- Ability to independently research technical issues and reach defensible conclusions
- Experience dealing directly with high-net-worth clients
Systems & Tools
- Experience with the following is desirable:
- Microsoft Office and practice management systems
- Digita Personal Tax (or similar tax software)
- Tax research platforms (Tolley’s, Practical Law, Croner-i, Kessler)
Personal Attributes
- Strong communicator with excellent client skills
- Organised with the ability to manage multiple projects simultaneously
- Comfortable supervising and mentoring junior staff
- Proactive and able to take ownership of client relationships
What We Offer
- A supportive and technical environment with genuine scope to develop specialist expertise.
- Exposure to a broad range of interesting and complex client matters.
- Opportunities for progression within a growing team.
- A built in client base, with opportunities to develop your own portfolio and referral network.
- Flexible working, and a fully remote role.
- We do our best work in our preferred environment. We have a camera on approach to both internal and client meetings.
Personal Tax Manager in Lancaster employer: K3 Capital Group Ltd
Contact Detail:
K3 Capital Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Lancaster
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a Personal Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with high-net-worth clients and complex tax matters. This is your time to shine and demonstrate why you’re the perfect fit for their team.
✨Tip Number 3
Practice makes perfect! Prepare for interviews by role-playing common questions related to personal tax scenarios. This will help you articulate your thought process and technical knowledge clearly, making you stand out as a candidate who can handle the complexities of the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re genuinely interested in joining our team at K3TA!
We think you need these skills to ace Personal Tax Manager in Lancaster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Manager role. Highlight your technical knowledge in UK personal tax, international matters, and trusts to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about personal tax and how your experience aligns with our needs. Don’t forget to mention your client-facing experience and advisory skills!
Showcase Your Technical Skills: We want to see your expertise! Include specific examples of complex advisory work you've handled, especially with high-net-worth clients. This will help us understand your ability to manage projects and make technical decisions.
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 from our team!
How to prepare for a job interview at K3 Capital Group Ltd
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around UK personal tax, international matters, and trusts. Be ready to discuss the Statutory Residence Test and how it applies to high-net-worth individuals. The more confident you are in your expertise, the better you'll be able to defend your conclusions during the interview.
✨Showcase Your Advisory Skills
Prepare examples of past advisory projects you've worked on, particularly those involving complex client situations. Highlight how you managed client relationships and converted enquiries into ongoing advisory roles. This will demonstrate your ability to handle the responsibilities of the Personal Tax Manager role effectively.
✨Demonstrate Leadership Qualities
Since this role involves mentoring junior staff, think about times when you've led a team or provided guidance. Be ready to share how you approach project management and ensure high standards in your team's work. This will show that you're not just technically skilled but also a great leader.
✨Be Ready for Technical Challenges
Expect to face some challenging technical questions during the interview. Prepare by researching complex areas of personal tax and practice explaining them clearly. This will help you feel more at ease when discussing intricate topics and will showcase your problem-solving skills.