At a Glance
- Tasks: Manage a diverse portfolio of trusts and tax compliance clients while providing expert advisory support.
- Company: Established specialist tax and accounting practice with a focus on private clients.
- Benefits: Competitive salary, excellent benefits, hybrid working, and opportunities for career progression.
- Other info: Flexible working environment with strong support for professional development.
- Why this job: Join a collaborative team and make a real impact in private client taxation.
- Qualifications: Relevant accountancy or tax qualification and experience in private client taxation.
The predicted salary is between 90000 - 90000 £ per year.
- Private Client Tax Senior Manager
- Kent | Up to £90,000 per annum + excellent benefits + work life balance | Permanent
An established specialist tax and accounting practice is seeking an experienced Private Client Tax professional to join its growing team, specialising in trusts, estates and private client taxation.
The practice advises a varied client base, including UK and international high-net-worth individuals, wealthy families and owner-managed businesses.
Its approach extends beyond traditional accounting and tax compliance, offering clients broader support across financial management, family office services and trustee arrangements.
This is an opportunity to manage a varied portfolio of complex clients, undertake challenging compliance and advisory work, and continue developing towards a senior management position within a supportive and collaborative environment.
THE ROLE
- Manage a portfolio of trusts and tax compliance clients.
- Prepare trust accounts, trust self‑assessment tax returns and R185 certificates.
- Prepare inheritance tax (IHT) returns, estate tax returns and personal tax returns.
- Provide ad hoc tax planning and advisory support to the directors.
- Undertake a varied range of challenging private client, trusts and estates assignments.
- Manage client relationships and explain complex tax matters in clear, accessible language.
- Work collaboratively with colleagues, managing your own portfolio while supporting other team members as required.
- YOUR BACKGROUND
- Hold a relevant accountancy or tax qualification, such as CTA, ACA or TEP.
- Progress into management, or already at manager level and seeking the next step in your career.
- Experience in private client taxation, trusts and estates, including compliance and advisory work.
- Strong written and verbal communication skills, with the ability to explain technical tax matters to clients without unnecessary jargon.
- Comfortable managing a portfolio of complex clients and balancing compliance responsibilities with advisory assignments.
- Flexible, collaborative and motivated to continue learning and developing professionally.
THE OPPORTUNITY
- Join a specialist tax and accounting practice with an established UK and international private client base.
- Develop expertise across trusts, estates and private client tax planning.
- Progress your career with opportunities to develop towards management and beyond.
- Benefit from hybrid working, with an expectation of three days per week in the office.
- The role will be primarily based in Kent, with occasional travel to the London office for client meetings.
- #J-18808-Ljbffr
Private Client - Senior Tax Manager employer: Maitland Kabir
Maitland Kabir offers an exceptional work environment for Private Client Tax Advisors, providing the flexibility of a fully remote role that allows for a healthy work-life balance. With a strong emphasis on professional development, employees are encouraged to grow their expertise while managing diverse client portfolios, ensuring meaningful and rewarding work. The company's supportive culture fosters collaboration and innovation, making it an attractive choice for those seeking to make a significant impact in the field of tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client - Senior Tax Manager
✨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 Maitland Kabir, 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 - Senior Tax Manager
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 Maitland Kabir'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 Maitland Kabir. 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 Maitland Kabir!
How to prepare for a job interview at Maitland Kabir
✨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 Maitland Kabir.
✨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 Maitland Kabir. It helps to show our commitment!
