At a Glance
- Tasks: Lead tax planning and advisory services for private clients, ensuring top-notch compliance.
- Company: Join a Top 20 Accountancy firm with a stellar reputation in the industry.
- Benefits: Competitive salary, career progression, and opportunities for professional development.
- Other info: Dynamic team environment with mentoring opportunities and a focus on client care.
- Why this job: Make a real impact by helping clients optimise their tax strategies and build strong relationships.
- Qualifications: CTA qualified with experience in Private Client tax planning and excellent communication skills.
The predicted salary is between 60000 - 80000 £ per year.
ProTalent are currently working with a Top 20 Accountancy firm with an outstanding reputation within the market place to hire a Senior Tax Manager on the Private Client Side. We are currently looking for a Senior Manager in the Private Client Tax Advisory department of one of the Surrey Offices. Reporting to the Tax Partner, Private Client and Trusts Director and Senior Partners in Surrey, the Senior Manager role will be to provide advisory & compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your primary role will be to deliver tax planning and advisory services in relation to private clients (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning). The objective is for the team to deliver a full consultative, compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
The successful candidate will be a proven people manager and passionate about working with clients as this is vital for the role to be successful. The Senior Manager will be required to provide a high quality service to the Partners including making a positive contribution to the development of the Firm’s Private Client offering. Key to the role is an ability to grow the client base in this area. You will be expected to develop strong client relationships and be able to delegate tasks and responsibilities within a team, supervise more junior staff and review their work.
Key responsibilities:
- Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
- Involvement in any Revenue enquiry matters.
- Review client base and identify additional opportunities.
- Maintain regular communication with all clients and related 3rd parties.
- Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
- Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm’s procedures.
- Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
- Any other ad hoc duties that may be required.
The Person:
- CTA qualified.
- High level of technical advisory expertise.
- Self starter capable of motivating, driving and developing the team.
- Able to demonstrate relevant practical experience in Private Client tax planning.
- Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand.
- Ability to provide excellent client care.
- Strong relationship building, networking and business development skills.
Thank you for your interest.
Senior Private Client Tax Manager in Crawley employer: Pro Talent
Join a prestigious Top 20 Accountancy firm in Surrey, renowned for its commitment to excellence and employee development. With a vibrant work culture that fosters collaboration and innovation, this role offers significant opportunities for career progression while working closely with high-profile clients. Enjoy a supportive environment where your expertise in private client tax advisory will be valued, and you can make a meaningful impact on clients' financial well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager in Crawley
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from the firm or a related company, be ready to talk about your experience and what you can bring to the table. Keep it concise but impactful – you want them to remember you!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate your interest in the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Senior Private Client Tax Manager in Crawley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Private Client Tax Manager role. Highlight your relevant experience in tax planning and advisory services, especially with private clients. We want to see how your skills align with 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 working with private clients and how you can contribute to our team. Don’t forget to mention your people management skills and your ability to build strong client relationships.
Showcase Your Technical Expertise:We’re looking for someone with a high level of technical advisory expertise. Make sure to include specific examples of your experience with complex tax matters, like inheritance tax and trusts. This will help us see your capability in delivering high-quality services.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Pro Talent
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around private client tax planning. Be ready to discuss specific scenarios involving Non Dom clients, trusts, and estate planning. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your People Skills
As a Senior Manager, you'll need to demonstrate your ability to manage and mentor a team. Prepare examples of how you've successfully developed junior staff or built strong client relationships. Highlighting your interpersonal skills will be key to showing you can thrive in this role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might face in this role. Be ready to discuss how you would approach complex enquiries or identify cross-selling opportunities. This will help you illustrate your problem-solving skills and strategic thinking during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask your interviewers. Inquire about the firm's approach to client care or how they support professional development. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.
