At a Glance
- Tasks: Lead tax planning for high-net-worth clients and deliver exceptional client services.
- Company: Boutique firm focused on private client and UHNWI services.
- Benefits: Flexible hours, work-life balance, and supportive environment for working parents.
- Other info: Opportunities for professional development and mentoring junior staff.
- Why this job: Join a dynamic team and make a real impact in private client tax strategies.
- Qualifications: ATT/CTA qualified with experience in complex Private Client Tax matters.
The predicted salary is between 95000 - 95000 £ per year.
Senior Tax Manager – Private Client – London 2 days per week in the office. Salary up to £95,000 + package. We are looking for a Private Client Tax Manager to join our specialist boutique firm's Private Client / UHNWI team. The role offers flexible hours and a focus on work‐life balance.
Responsibilities
- Key development of the Private client & private business (OMBs) tax planning and strategies
- Deliver close working client services with iHNWI individuals, financial advisory's, agents, private wealth/banking
- Work on wider projects in relation to various taxation matters including onshore & offshore trusts, capital gains tax, structures and inheritance tax planning
- Present quarterly presentations to team and partners
Qualifications
- ATT/CTA qualified with some post‐qualified experience, or a legal background
- Strong understanding of complex Private Client Tax matters
- Background in Accounting Consultancy, Legal or Family Office
- Experience in business development and commercial opportunities (preferable)
Development
- Responsible for developing junior staff and delegation
Benefits
- Work‐life balance focus – 2 days per week in the office, option to work from home
- Environment supportive of working parents
Contact: 07968 202512 or kevin.racher@pro‐tax.co.uk
As an employer, we are committed to ensuring the representation of people from all backgrounds. We welcome applicants from all backgrounds and encourage you to inform us if any steps can help you present yourself comfortably.
Private Client Senior Manager - Independent firm in London employer: PRO-TAX RECRUITMENT LIMITED
Join our independent boutique firm in London, where we prioritise work-life balance with flexible hours and a supportive environment for working parents. As a Private Client Senior Manager, you'll have the opportunity to develop junior staff while engaging with high-net-worth individuals on complex tax matters, all within a culture that values diversity and personal growth.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Independent firm in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to shine, so practice common interview questions and think about how your experience aligns with their needs. Confidence is key!
✨Tip Number 3
Showcase your expertise! Bring along examples of your work or case studies that highlight your skills in private client tax matters. We love seeing how you’ve tackled challenges and delivered results.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role. And remember, apply through our website for the best chance!
We think you need these skills to ace Private Client Senior Manager - Independent firm in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that are relevant to the Private Client Senior Manager role. Highlight your qualifications like ATT/CTA and any experience with UHNWI clients, as this will catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about private client tax and how your background in accounting consultancy or legal matters makes you a perfect fit for our team.
Showcase Your Soft Skills:We value strong communication and interpersonal skills, especially when working closely with clients. Make sure to include examples of how you've successfully built relationships and delivered exceptional client service in your application.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of complex Private Client Tax matters. Be ready to discuss specific strategies related to inheritance tax, capital gains tax, and trusts. This will show that you’re not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed relationships with high-net-worth individuals or businesses. Highlight your experience in delivering tailored client services and how you’ve navigated challenging situations. This is key for a role focused on UHNWI clients.
✨Demonstrate Leadership Potential
Since the role involves developing junior staff, think about times when you’ve mentored or led a team. Share specific instances where your guidance made a difference. This will help illustrate your capability to take on a senior management position.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax planning and their vision for the future. This shows your enthusiasm for the role and helps you gauge if the firm aligns with your career goals, especially regarding work-life balance.
