At a Glance
- Tasks: Manage tax compliance and advisory projects for high-net-worth clients.
- Company: Growing independent firm with a focus on personal client relationships.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact on clients' financial well-being while developing your expertise.
- Qualifications: Experience in tax management and strong communication skills required.
- Other info: Opportunity for career growth and involvement in business development.
The predicted salary is between 36000 - 60000 £ per year.
What you can expect from the role: As a senior member of the Private Client Department within a growing independent firm, you will play a pivotal part in managing annual compliance work and advisory projects for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships. You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK. You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work. In addition, you will regularly liaise with clients, oversee tax return preparation, and correspond with HMRC. You will contribute to business development, internal meetings, and manage billing, time budgets, and staff training.
The important work you will be doing includes, but is not limited to:
- Manage income tax (including National Insurance) and capital gains tax, and review PAYE coding notices when needed.
- Review and approve Self-Assessment tax returns prepared by staff and file them electronically.
- Communicate with clients on routine and ad-hoc tasks, including inheritance tax, income tax, and capital gains tax, via email, phone, or meetings.
- Assist partners with advisory work, including preparing reports on IHT planning, residence, UK trusts, and business structure.
Private Client Tax Manager in Shrewsbury employer: LHH Recruitment Solutions
Contact Detail:
LHH Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in Shrewsbury
✨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 Private Client Tax Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of UK and non-resident tax issues. Be ready to discuss how you would manage compliance work and advisory projects for high-net-worth individuals. Show them you’re the go-to person for all things tax!
✨Tip Number 3
Don’t forget to showcase your leadership skills! As a senior member, you’ll need to supervise staff and liaise with partners. Share examples of how you’ve successfully managed teams or projects in the past to demonstrate your capability.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to get noticed by our hiring team!
We think you need these skills to ace Private Client Tax Manager in Shrewsbury
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that are relevant to the Private Client Tax Manager role. Highlight your experience with HNWIs, tax compliance, and advisory projects 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 tax management and how your background aligns with our needs. Don’t forget to mention your experience with UK and non-resident tax issues!
Showcase Your Communication Skills: Since you'll be liaising with clients regularly, it’s important to demonstrate your communication skills in your application. Use clear and concise language, and maybe even share an example of how you’ve effectively communicated complex tax matters in the past.
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 LHH Recruitment Solutions
✨Know Your Tax Stuff
Brush up on your knowledge of UK and non-resident tax issues, especially those affecting high-net-worth individuals. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in managing complex tax matters.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships, particularly with HNWIs. Highlight your communication skills and ability to handle sensitive information, as well as your experience in liaising with HMRC and other stakeholders.
✨Demonstrate Leadership Abilities
Since you'll be supervising staff, think about times when you've led a team or mentored colleagues. Share your approach to training and developing others, and how you ensure timely and budget-compliant delivery of work.
✨Be Ready for Business Development Talk
This role involves contributing to business development, so come prepared with ideas on how to attract new clients or improve services. Show your understanding of the market and be ready to discuss how you can help the firm grow its portfolio.