At a Glance
- Tasks: Join our Private Client Tax Team to manage client portfolios and deliver expert tax services.
- Company: Dynamic firm with a focus on professional growth and client success.
- Benefits: Competitive salary, mentoring opportunities, and a supportive team environment.
- Other info: Opportunity to mentor trainees and work on diverse projects in a collaborative setting.
- Why this job: Make a real impact by advising clients on complex tax issues and developing your skills.
- Qualifications: ACA/CA/CTA qualified with strong communication and client management skills.
The predicted salary is between 55000 - 65000 € per year.
Purpose and Aim of the Role
The role requires an ambitious, confident individual, with a strong academic background to join the Private Client Tax Team. The successful candidate will be a member of the team, responsible for assisting the Directors and Partners in servicing clients and delivering services. They will take responsibility for their own work, and for managing and motivating trainee staff. They may have specialist skills but will primarily be responsible for assisting with the management of a condensed portfolio of clients in a variety of sectors in conjunction with more senior members of the Private Client Tax team. The successful candidate will review work with minimal Partner/Director input in respect of clients with straightforward personal Tax Returns. They should also have an understanding of their own experience and know when to seek additional support. They will also work on more complex clients alongside a Partner/Director.
Client Responsibilities
- Supporting the partner and directors with Business Development activities, including attending new client meetings, and contributing to the regular articles that the team produces for external newsletters.
- The delivery of advisory work on a wide range of tax planning issues, such as Trust & Estate planning, International aspects including pre-arrival and pre-departure planning, pension planning, profit extraction and issues for owner-managed businesses.
- Reviewing clients’ Self-Assessment Tax Returns prepared by the staff, and sign-off of letters/computations where permission has been designated by a senior manager, director or partner.
- Manage WIP and billing for own clients, ensuring commercial recoveries.
- Handling client queries.
- Review of online CGT Returns and advising clients thereon.
- Responsibility for ensuring procedures are adhered to for clients on your allocation.
Special Work / Adhoc Assignments
Responsibility for some administrative requirements and projects required to ensure the smooth operation of the Private Client Tax team.
People Management
The post-holder will be jointly responsible for managing trainees, mentoring and providing feedback.
Person Specification
Qualifications
ACA/CA/CTA or equivalent.
Experience
- Able to explain complex issues in a way non-PC experts will understand.
- Up-to-date technical skills and experience, across a broad range of clients and areas of Private Client tax.
- Ability to manage a client portfolio profitably.
- Excellent written English.
- Ability to support with tax advisory matters and report writing.
Private Client Senior Manager employer: PKF Littlejohn
Join a dynamic and supportive work environment where your expertise as a Private Client Senior Manager will be valued and nurtured. Our company fosters a culture of collaboration and continuous learning, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide a range of benefits that enhance work-life balance, making us an excellent employer for those seeking meaningful and rewarding careers in tax advisory.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with professionals in the Private Client Tax field. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your expertise! Create a LinkedIn profile that highlights your skills in tax planning and client management. Share articles or insights related to the industry to position yourself as a knowledgeable candidate.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out to current employees or hiring managers via LinkedIn. Ask about their experiences and express your enthusiasm for the position.
✨Tip Number 4
Keep it personal! When you get an interview, prepare by researching the company’s recent projects and challenges. Tailor your responses to show how your skills can directly benefit their team and clients.
We think you need these skills to ace Private Client Senior Manager
Some tips for your application 🫡
Show Off Your Skills:Make sure to highlight your qualifications and experience in tax planning and client management. We want to see how your background aligns with the role, so don’t hold back on showcasing your ACA/CA/CTA or equivalent credentials!
Tailor Your Application:Take a moment to customise your application for the Private Client Senior Manager position. Use the job description as a guide to emphasise your relevant skills and experiences, especially in managing client portfolios and mentoring trainees.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate excellent written English, so make sure your sentences are well-structured and easy to understand. Avoid jargon unless it’s necessary!
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’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at PKF Littlejohn
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around personal tax returns and advisory work. Be ready to discuss complex issues in a straightforward way, as this role requires you to explain things clearly to clients who may not be tax experts.
✨Show Your Leadership Skills
Since you'll be managing and mentoring trainees, think of examples from your past where you've successfully led a team or project. Highlight your ability to motivate others and provide constructive feedback during the interview.
✨Demonstrate Client Management Experience
Prepare to talk about your experience with client portfolios. Share specific examples of how you've managed client relationships, handled queries, and ensured commercial recoveries. This will show that you're capable of taking responsibility for your own work.
✨Be Ready for Business Development Questions
As part of the role involves supporting business development activities, think about how you can contribute to new client meetings and articles. Have some ideas ready on how you can help grow the client base and enhance the team's visibility.
