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- Tasks: Manage personal client portfolios and ensure timely compliance with tax regulations.
- Company: Join a reputable firm in Tunbridge Wells known for exceptional client service.
- Benefits: Enjoy opportunities for mentorship, training, and professional development.
- Why this job: Work with high-net-worth clients and engage in impactful tax planning projects.
- Qualifications: Experience in personal tax management and strong client relationship skills required.
- Other info: Contact Mollie Smith for more info or apply today!
The predicted salary is between 43200 - 72000 £ per year.
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Maintain strong client relationships.
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Manage a portfolio of personal clients focusing on HNWIs, private equity executives, entrepreneurs, and trusts.
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Ensure timely compliance with client and regulatory deadlines, monitoring time limits and elections.
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Proactively engage with clients on advisory matters and assist with tax planning projects including succession planning, capital gains, and inheritance tax issues.
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Handle HMRC enquiries, disclosures, and correspondence.
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Oversee billing and budget monitoring for assigned projects.
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Review compliance and basic advisory work prepared by junior team members.
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Mentor and support junior staff members in technical and personal development.
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Deliver technical training sessions.
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Engage in personal and team business development activities.
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Stay updated on technical knowledge and ensure adherence to internal procedures.
I am seeking a talented and experienced Personal Tax Manager to join a reputable firm based in Tunbridge Wells. This role offers a unique opportunity to work with a diverse client base including high-net-worth individuals, private equity executives, entrepreneurs, and trusts. The successful candidate will play a pivotal role in delivering exceptional client service and managing complex tax affairs.
Apply today or contact Mollie Smith for more information – mollie.smith@pro-tax.co.uk, https://www.pro-recruitment.co.uk/disciplines/tax
Telephone
020 4549 9941
Private Client Tax Manager - Tunbridge Wells employer: Pro-Group
Contact Detail:
Pro-Group Recruiting Team
+442045499941
mollie.smith@pro-tax.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Tunbridge Wells
✨Tip Number 1
Build a strong network within the tax and finance community in Tunbridge Wells. Attend local events, seminars, or workshops where you can meet potential clients and industry professionals. This will not only enhance your visibility but also help you understand the specific needs of high-net-worth individuals and private equity executives.
✨Tip Number 2
Stay updated on the latest tax regulations and compliance requirements, especially those affecting HNWIs and trusts. Subscribe to relevant newsletters or join professional organizations that focus on personal tax management. This knowledge will be crucial during interviews and when engaging with clients.
✨Tip Number 3
Demonstrate your mentoring skills by sharing examples of how you've supported junior staff in their development. Highlight any training sessions you've conducted or initiatives you've led to improve team performance. This will show your potential employer that you're not just a technical expert but also a leader.
✨Tip Number 4
Prepare to discuss specific case studies or scenarios where you've successfully managed complex tax affairs for clients. Be ready to explain your approach to tax planning projects, including succession planning and capital gains issues. This will showcase your practical experience and problem-solving abilities.
We think you need these skills to ace Private Client Tax Manager - Tunbridge Wells
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities such as managing client relationships, handling HMRC enquiries, and mentoring junior staff. Tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience with high-net-worth individuals, tax planning, and compliance. Provide specific examples of how you've successfully managed similar portfolios or projects in the past.
Showcase Your Skills: Make sure to showcase your technical skills in tax management and advisory work. Mention any relevant qualifications or training sessions you have delivered, as well as your ability to stay updated on tax regulations.
Personalize Your Application: Address your application to Mollie Smith and express your enthusiasm for the role. Mention why you are particularly interested in working with this firm and how you can contribute to their success.
How to prepare for a job interview at Pro-Group
✨Showcase Your Client Relationship Skills
Since maintaining strong client relationships is key for this role, be prepared to discuss your experience in managing client portfolios, especially with high-net-worth individuals and private equity executives. Share specific examples of how you've built trust and rapport with clients.
✨Demonstrate Your Technical Knowledge
Stay updated on tax regulations and compliance issues relevant to personal clients. Be ready to discuss recent changes in tax laws and how they might impact clients, particularly in areas like capital gains and inheritance tax.
✨Highlight Your Mentoring Experience
As the role involves mentoring junior staff, share your experiences in training or supporting team members. Discuss how you approach technical training sessions and foster personal development within your team.
✨Prepare for Business Development Questions
Engaging in business development activities is part of the job. Think about how you've contributed to business growth in previous roles and be ready to discuss strategies you would implement to attract new clients or expand services for existing ones.
