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For Companies At a Glance
- Tasks: Manage a diverse portfolio of private clients and handle compliance tasks.
- Company: Join a well-established firm expanding its Private Client Tax team.
- Benefits: Enjoy a supportive environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team while making a real impact on clients' financial lives.
- Qualifications: Must be CTA qualified with experience in private client tax.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Private Client Tax Manager Opportunity!
Buckinghamshire
Are you a Private Client Tax Manager looking for an exciting role with a broad, dynamic client base? Our client, a well-established firm, is expanding its Private Client Tax team and is seeking a knowledgeable and engaging Tax Manager to take ownership of a diverse portfolio and help drive the firm's long-term growth.
About the Role:
This position primarily has a compliance focus with some advisory work, with the potential to expand advisory responsibilities based on your skill set and experience. You will be handling a high-volume, straightforward compliance workload, with up to 1200 returns per annum, and liaising with a diverse client base that includes:
- Ultra High Net Worth Individuals (UHNWIs)
- Non-Domiciled Individuals
- Property and Rental Clients
- Trusts and Inheritance Tax Matters
If you are a CTA qualified Private Client Tax professional seeking a new opportunity within a supportive, collaborative environment, then apply today or contact Tom Eagle for more information.
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As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps, we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Manager employer: Pro-Finance
Contact Detail:
Pro-Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax industry, especially those who work with private clients. Attend relevant events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and compliance requirements that affect UHNWIs and non-domiciled individuals. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed high-volume compliance workloads in the past. Highlighting your experience with similar client portfolios will show that you’re well-equipped for the role.
✨Tip Number 4
Research the firm’s values and recent developments in their Private Client Tax team. Tailoring your conversation to align with their goals can set you apart during interviews and show your genuine interest in contributing to their growth.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Private Client Tax Manager position. Tailor your application to highlight your relevant experience in compliance and advisory work.
Highlight Relevant Qualifications: Make sure to emphasise your CTA qualification and any other relevant certifications or experiences that align with the role. This will demonstrate your expertise and suitability for the position.
Showcase Your Client Management Skills: Since the role involves liaising with a diverse client base, include examples of your experience managing relationships with Ultra High Net Worth Individuals, non-domiciled individuals, or trusts. This will help illustrate your capability in handling a varied portfolio.
Craft a Compelling Cover Letter: Write a cover letter that not only summarises your CV but also conveys your enthusiasm for the role and the firm. Mention why you are interested in this specific opportunity and how you can contribute to the firm's growth.
How to prepare for a job interview at Pro-Finance
✨Know Your Tax Regulations
Make sure you're up to date with the latest tax regulations, especially those relevant to private clients. Being able to discuss recent changes or trends in tax law will show your expertise and commitment to the field.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations, particularly with UHNWIs or non-domiciled individuals. Practising your responses to these scenarios can help you demonstrate your problem-solving skills and client management abilities.
✨Showcase Your Compliance Experience
Since the role has a compliance focus, be ready to discuss your experience managing high-volume compliance workloads. Highlight any systems or processes you've implemented to improve efficiency in handling returns.
✨Emphasise Team Collaboration
This position is within a supportive, collaborative environment, so be prepared to talk about your experience working in teams. Share examples of how you've contributed to team success and supported colleagues in achieving common goals.
