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For Companies At a Glance
- Tasks: Lead and manage a diverse portfolio of private clients, providing strategic tax advice.
- Company: Join a well-established professional services firm with a collaborative culture.
- Benefits: Competitive salary, generous holiday allowance, and comprehensive benefits package.
- Other info: Enjoy hybrid working and opportunities for professional development.
- Why this job: Make a real impact while progressing your career in a supportive environment.
- Qualifications: Professional qualifications in tax or accounting and strong client management experience.
The predicted salary is between 70000 - 80000 £ per year.
This is an excellent opportunity for a Private Client Tax Senior Manager to lead and manage a portfolio of private clients, providing strategic tax advice and compliance services. Based in Redhill, this role is ideal for a tax professional looking to progress their career within the professional services industry.
Client Details
This position is with a well-established professional services firm that specialises in providing expert tax advice and solutions. The organisation is medium-sized, offering a wealth of resources while maintaining a collaborative and supportive environment.
Description
- Manage and oversee a varied portfolio of clients, including HNW individuals, non-residents, trusts and family offices as well as Long Term and Short Term Residents.
- Act as the main point of contact for key clients, building and maintaining long-term relationships.
- Lead on complex tax compliance and advisory projects, including UK trust and estate matters.
- Provide technical guidance and review work prepared by managers, seniors, and trainees.
- Manage staff resourcing, workflow, and budgets across multiple assignments.
- Mentor, develop, and appraise junior team members to support career progression.
- Identify and deliver opportunities for cross-service collaboration and business development.
- Contribute to the firm's marketing initiatives (articles, presentations, networking, events) to build visibility and attract new clients.
- Ensure compliance with firm policies, risk management procedures, and regulatory requirements.
- Contribute to the strategic direction of the tax team and support directors with practice growth initiatives.
Profile
A successful Private Client Tax Senior Manager should have:
- Professional qualifications in tax or accounting, such as CTA.
- Strong technical knowledge of UK private client tax regulations.
- Proven experience managing a portfolio of private clients.
- Excellent communication skills and the ability to build strong client relationships.
- A proactive approach to identifying tax planning opportunities.
- Experience mentoring and supporting junior team members.
- A commitment to maintaining the highest standards of professional integrity.
Job Offer
- A competitive salary in the range of £70000 to £80000 per annum, depending on experience.
- Comprehensive benefits package, including pension contributions.
- Generous holiday allowance to support work-life balance.
- Opportunities for professional development and career progression.
- A collaborative and supportive working environment in Redhill.
- Hybrid working.
- PMI.
Private Client Tax Senior Manager - Hybrid & Growth in Surrey employer: Michael Page
Contact Detail:
Michael Page Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Hybrid & Growth in Surrey
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge of UK private client tax regulations. Share examples of how you've successfully managed complex tax compliance projects. This will show them you’re the real deal!
✨Be Proactive in Interviews
During interviews, don’t just wait for questions—ask insightful ones! Inquire about their approach to mentoring junior team members or how they handle cross-service collaboration. This shows you’re genuinely interested and ready to contribute to their growth.
✨Apply Through Our Website
We’ve got a fantastic opportunity waiting for you! Make sure to apply through our website to ensure your application gets the attention it deserves. Plus, it’s a great way to stay updated on any new roles that pop up!
We think you need these skills to ace Private Client Tax Senior Manager - Hybrid & Growth in Surrey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your experience with HNW individuals and your technical knowledge of UK private client tax regulations. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how you can contribute to our team. Don’t forget to mention your experience in managing client portfolios and mentoring junior staff, as these are key for us.
Showcase Your Communication Skills: Since this role involves building long-term relationships with clients, make sure to demonstrate your excellent communication skills in your application. We love candidates who can convey complex tax concepts clearly and effectively!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Michael Page
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK private client tax regulations. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax compliance and advisory projects. This will show that you're not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained strong relationships with high-net-worth individuals or trusts. Think about times when you acted as the main point of contact for key clients and how you managed their expectations while delivering excellent service.
✨Demonstrate Leadership and Mentoring
Since this role involves managing and mentoring junior team members, be ready to share your experiences in developing others. Talk about how you've supported their career progression and contributed to a collaborative team environment. Highlight any specific instances where your guidance made a difference.
✨Be Proactive About Business Development
Think about ways you've identified opportunities for cross-service collaboration or contributed to marketing initiatives. Whether it's writing articles, networking, or presenting at events, showing that you can help attract new clients will set you apart from other candidates.