At a Glance
- Tasks: Lead tax planning for high-net-worth clients and deliver exceptional client services.
- Company: Boutique firm with a focus on private client and UHNWI services.
- Benefits: Flexible hours, work-life balance, and supportive environment for working parents.
- Other info: Opportunity to develop junior staff and grow your career in a supportive setting.
- 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.
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
Private Client Senior Manager - Independent firm employer: PRO-TAX RECRUITMENT LIMITED
Join our independent firm in London as a Private Client Senior Manager, where we prioritise work-life balance with flexible hours and a supportive environment for working parents. Our boutique setting fosters professional growth, allowing you to develop junior staff while engaging with high-net-worth individuals on complex tax matters. With a commitment to diversity and inclusion, we welcome applicants from all backgrounds, making this an excellent opportunity for meaningful and rewarding employment.
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
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for those interviews! Research the company and the role thoroughly. Think about how your skills align with their needs, especially in private client tax matters. Practice common interview questions so you can nail it when the time comes.
✨Tip Number 3
Showcase your expertise! Bring along examples of your work or case studies that highlight your experience in tax planning and strategies. This will help you stand out and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making the application process smooth and easy for you. Plus, it shows you’re genuinely interested in joining our team. Let’s get you that dream job!
We think you need these skills to ace Private Client Senior Manager - Independent firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Senior Manager role. Highlight your qualifications like ATT/CTA and any relevant experience in private client tax matters to 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 working with UHNWI clients and how your background in accounting consultancy or legal can add value to our team.
Showcase Your Soft Skills:We love candidates who can communicate effectively and work well in a team. Make sure to mention any experiences where you've developed junior staff or worked collaboratively on projects, as this is key for us.
Apply Through Our Website:To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to see your application and get you into the process smoothly!
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 planning, 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
Since the role involves working closely with UHNWI individuals and financial advisors, prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you’ve delivered exceptional service or resolved complex issues.
✨Demonstrate Leadership Potential
As a Senior Manager, you’ll be responsible for developing junior staff. Think of instances where you’ve mentored or led a team. Discuss your approach to delegation and how you foster a supportive environment, especially for those new to the field.
✨Be Ready for Business Development Talk
The firm values business development, so come prepared to discuss any commercial opportunities you’ve identified or pursued in previous roles. Share your ideas on how you could contribute to the firm's growth and attract new clients.
