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- Tasks: Lead bespoke tax advisory projects for high-net-worth clients and mentor junior team members.
- Company: Join PEM, a dynamic firm focused on delivering exceptional tax advisory services.
- Benefits: Enjoy a flexible hybrid working model with options to work from home and in the office.
- Why this job: Be part of a forward-thinking team shaping the future of tax advisory while making a real impact.
- Qualifications: CTA qualification required; other accounting qualifications considered with relevant experience.
- Other info: Contribute to business development aligned with PEM’s ambitious 2030 strategy.
The predicted salary is between 43200 - 72000 £ per year.
Overview
Join PEM as a Advisory Tax Manager – Private Clients and help deliver tax advisory projects for high-net-worth clients. You will work closely with HNWIs, Owner Managed Businesses (OMB), Partnerships and Trusts; focusing on bespoke advisory projects, identifying new business opportunities, and mentoring junior team members. You will deliver strategic personal tax advice and support Partners and Directors with business development and meeting the team’s 2030 strategy.
Responsibilities
- Provide bespoke advisory projects in personal tax for high-net-worth clients (HNWIs, OMBs, Partnerships and Trusts) and manage project delivery.
- Identify new business opportunities and contribute to business development in line with PEM’s 2030 strategy.
- Mentor and support junior team members to develop capabilities and client-service excellence.
- Deliver strategic personal tax advice and collaborate with Partners and Directors on client relationships and tax planning.
Qualifications
- CTA qualification is required; other recognised accounting qualifications (STEP, ACA, ACCA) will be considered with proven post-qualification experience in personal tax advice.
- Strong technical expertise in personal tax advisory, effective project management and team development skills; excellent written and verbal communication; ability to build strong client relationships.
- Commercial awareness to identify business growth opportunities and a commitment to continuous learning to stay up to date with legislative changes.
Benefits/Working Model
We offer a flexible, hybrid working model that blends time in PEM’s Cambridge and Milton offices with the option to work from home—giving you the best of both worlds.
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Advisory Tax Manager – Private Clients employer: PEM
Contact Detail:
PEM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Tax Manager – Private Clients
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and clients, as personal relationships can often lead to job opportunities.
✨Tip Number 2
Stay updated on the latest tax legislation and trends that affect high-net-worth individuals and businesses. This knowledge will not only enhance your expertise but also demonstrate your commitment to continuous learning during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of PEM to gain insights into the company culture and expectations for the Advisory Tax Manager role. This information can help you tailor your approach and show genuine interest in the position.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed projects and mentored junior team members in previous roles. Highlighting these experiences will showcase your leadership skills and alignment with PEM's focus on team development.
We think you need these skills to ace Advisory Tax Manager – Private Clients
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax advisory, especially with high-net-worth clients. Use specific examples to demonstrate your project management skills and any mentoring experience you have.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your qualifications align with PEM's needs. Mention your CTA qualification and any other relevant certifications, and discuss your commitment to continuous learning in the field.
Showcase Your Technical Expertise: When detailing your experience, focus on your technical expertise in personal tax advisory. Provide examples of bespoke projects you've managed and how you've contributed to business development or identified new opportunities.
Highlight Communication Skills: Since excellent communication is key for this role, include examples of how you've built strong client relationships and effectively communicated complex tax advice to clients or team members.
How to prepare for a job interview at PEM
✨Showcase Your Technical Expertise
Make sure to highlight your CTA qualification and any other relevant accounting qualifications during the interview. Be prepared to discuss your experience in personal tax advisory, as this will demonstrate your capability to handle bespoke projects for high-net-worth clients.
✨Demonstrate Project Management Skills
Since the role involves managing project delivery, be ready to share examples of how you've successfully managed similar projects in the past. Discuss your approach to ensuring timely completion and quality outcomes, which will show your potential employer that you can handle their expectations.
✨Emphasise Business Development Acumen
PEM is looking for someone who can identify new business opportunities. Prepare to discuss specific instances where you've contributed to business growth or developed client relationships. This will illustrate your commercial awareness and alignment with PEM’s 2030 strategy.
✨Highlight Mentoring Experience
As mentoring junior team members is a key responsibility, be ready to talk about your experience in developing others. Share examples of how you've supported colleagues in their professional growth, which will show your commitment to team development and client-service excellence.
