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- Tasks: Manage high-net-worth client portfolios and lead complex tax advisory projects.
- Company: Join K3TA, a growing firm with a focus on Family & Wealth management.
- Benefits: Flexible remote work, career progression, and a supportive team environment.
- Why this job: Gain exposure to intricate tax matters and develop your expertise in a dynamic setting.
- Qualifications: CTA qualified with significant UK Private Client tax experience.
- Other info: Opportunity to mentor junior staff and build your own client portfolio.
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
- 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
- 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
- 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
- Experience with the following is desirable:
- Microsoft Office and practice management systems
- Digita Personal Tax (or similar tax software)
- Tax research platforms (Tolleys, Practical Law, Croner-i, Kessler)
- 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
- 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.
Personal Tax Manager in Northampton employer: K3 Capital Group Plc
Contact Detail:
K3 Capital Group Plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Manager in Northampton
✨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 technical knowledge in UK personal tax and international matters. Share specific examples of how you've tackled complex advisory work in the past.
✨Tip Number 3
Prepare for those client calls! Since this role is client-facing, practice explaining technical concepts in a clear and engaging way. Role-play with a friend or colleague to build your confidence and ensure you can handle any questions that come your way.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a built-in client base and opportunities for progression, so make sure you submit your application there. It’s the best way to get noticed and land that dream job with us!
We think you need these skills to ace Personal Tax Manager in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your expertise in UK personal tax, international matters, and trusts to show us you’re the right fit for the Personal Tax Manager role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of your experience with high-net-worth clients and complex advisory work to grab our attention and make your application stand out.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, don’t shy away from detailing your experience with the Statutory Residence Test, inheritance tax planning, and cross-border issues. We want to see how you can contribute to our team!
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 the role. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at K3 Capital Group Plc
✨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 specific scenarios or case studies that demonstrate your expertise in these areas.
✨Showcase Your Client Skills
Since this role is client-facing, prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your communication skills and how you've built strong relationships, as this will be key in the interview.
✨Prepare for Technical Questions
Expect to defend your technical conclusions during the interview. Practice explaining complex tax concepts clearly and confidently, as you may need to do this with senior management or clients.
✨Demonstrate Project Management Ability
Be ready to discuss how you manage multiple projects simultaneously. Share examples of how you've overseen workflow, mentored junior staff, and ensured high-quality outputs in a remote working environment.