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- Tasks: Lead tax services for high-net-worth clients, ensuring compliance and tailored advice.
- Company: Reputable accountancy practice known for bespoke tax solutions.
- Benefits: Competitive salary, hybrid working, free parking, and career progression opportunities.
- Why this job: Make a real impact in a dynamic environment while working with high-net-worth individuals.
- Qualifications: CTA qualified with 5+ years experience in private client tax.
- Other info: Supportive workplace culture with a focus on professional development.
The predicted salary is between 85000 - 95000 £ per year.
The Private Client Tax Senior Manager will oversee and deliver comprehensive tax services for high-net-worth individuals, ensuring compliance and offering tailored advice. This role requires an expert in private client tax with a focus on leadership within the professional services industry.
This is an opportunity to join a well-established accountancy practice with a strong reputation for delivering bespoke tax solutions. Operating in a medium-sized structure, the company is known for its commitment to high standards and a client-centric approach in Leatherhead.
As a Senior Manager, the role will involve providing both tax advisory and compliance services to high-net-worth individuals, including those who are UK and non-UK domiciled. The role will also involve being responsible for reviewing tax returns prepared by consultants, offering technical guidance, and identifying opportunities to optimize clients' tax affairs.
As a Senior Manager the day to day work will encompass:
- Reviewing the tax returns prepared by consultants and provide technical input on these
- Identifying opportunities for restructuring clients' tax affairs and raise these with the client partner or the client
- Providing specialist tax advisory service to clients including; estate planning, inheritance tax planning, wealth structuring, domicile issues
- Dealing with HMRC on tax investigations
- Acting as point of contact for clients, alongside the Partner
The main criteria is a combination of excellent written and verbal communication skills and sound technical knowledge. The individual will be able to demonstrate that they have worked in an environment where it is necessary to deliver accurate information on a timely basis. You will also be able to demonstrate the following skills, experience and attributes:
- CTA qualified with a minimum of 5 years post qualification experience
- Experience of working with a complex UK and non-domiciled HMW client base
- Ability to manage workflow in a busy and demanding environment
- Outstanding written and verbal communication
- Ability to work under pressure and in a deadline driven environment
- Excellent IT skills and receptive to technology changes
Competitive salary in the range of £85,000 to £95,000. Permanent position with opportunities for career progression. Based in Leatherhead with a supportive and professional work environment. Hybrid working. Free parking. PMI.
Locations
Private Client Tax Senior Manager in Epsom, Surrey employer: Michael Page Finance
Contact Detail:
Michael Page Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager in Epsom, Surrey
✨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 Senior 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 technical knowledge and current tax regulations. We recommend practising common interview questions and scenarios related to high-net-worth clients. Show them you’re not just a tax whiz but also a great communicator!
✨Tip Number 3
Don’t forget to showcase your leadership skills! As a Senior Manager, you’ll need to demonstrate how you can guide a team and manage client relationships effectively. Share examples from your past experiences that highlight your ability to lead and inspire.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that dream job!
We think you need these skills to ace Private Client Tax Senior Manager in Epsom, Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Senior Manager role. Highlight your expertise in tax advisory and compliance, especially with high-net-worth individuals, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how your background aligns with our client-centric approach. Don’t forget to mention your leadership experience!
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. We want to see your ability to convey complex information in an understandable way.
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 us during the process!
How to prepare for a job interview at Michael Page Finance
✨Know Your Tax Stuff
Make sure you brush up on your private client tax knowledge, especially around estate planning and domicile issues. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax situations.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll need to demonstrate your leadership abilities. Prepare examples of how you've led teams or projects in the past, particularly in high-pressure environments. Highlight your experience in mentoring consultants and providing technical guidance.
✨Client-Centric Approach
Since this role is all about delivering bespoke solutions, think of ways you've tailored your services to meet client needs. Be prepared to discuss how you build relationships with high-net-worth individuals and how you ensure their satisfaction.
✨Stay Calm Under Pressure
The interview might be intense, so practice staying calm and collected. Think of examples where you've managed tight deadlines or handled challenging situations with clients. This will show that you're capable of thriving in a demanding environment.