At a Glance
- Tasks: Manage a diverse portfolio of private clients and provide expert tax planning advice.
- Company: Global consulting firm in the heart of London with a supportive culture.
- Benefits: Competitive salary, excellent benefits, and flexible working model.
- Other info: Great progression opportunities and a commitment to diversity and inclusion.
- Why this job: Join a growing team and make a real impact while developing your career.
- Qualifications: ATT qualified or studying towards CTA, with strong personal tax experience.
The predicted salary is between 62000 - 74000 £ per year.
A global consulting business based in the heart of the City is looking to hire a Personal Tax Manager to join its well-established and growing Private Client team. This opportunity would suit either an existing Manager seeking a fresh challenge or a strong Assistant Manager ready to take the next step.
Responsibilities
- Managing a diverse portfolio of private clients, including HNWIs
- Providing complex personal tax planning advice in a clear, commercial manner
- Acting as a key point of contact for clients and external advisors
- Playing a pivotal role within the local tax team
- Contributing ideas to improve internal processes and efficiencies
- Mentoring junior team members and supporting their development
- Delivering periodic technical training and sharing best practice
Qualifications
- ATT qualified (CTA qualified or studying towards CTA strongly preferred)
- Strong background in personal/private client tax
- Comfortable dealing directly with HNW clients and stakeholders
- Commercial, articulate, and confident explaining technical issues to non-specialists
- Keen to develop, progress, and take on broader responsibility
This role offers excellent progression and development opportunities within a supportive and forward-thinking firm, alongside a flexible working model.
To apply, please send your CV to kevin.racher@pro-tax.co.uk or call Kevin on 07968 202 512 for a confidential discussion.
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 - 1 - 2 days in the office employer: PRO-TAX RECRUITMENT LIMITED
Join a dynamic global consulting firm located in the vibrant City of London, where you will be part of a supportive and forward-thinking team dedicated to personal tax management. With a flexible working model and a strong emphasis on employee development, this role offers excellent opportunities for progression while working with high-net-worth clients. The inclusive work culture encourages diverse perspectives, ensuring that every employee feels valued and empowered to contribute their best.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - 1 - 2 days in the office
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with people already working in roles you’re interested in. This is a great way to learn more about the company culture and expectations. Plus, it shows your genuine interest in the field, which can really make you stand out!
✨Showcase Your Skills
Prepare a portfolio or case studies that highlight your achievements and skills relevant to the Private Client Tax Manager role. We want to see how you’ve tackled challenges and delivered results. Bring this to interviews to back up your claims!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that job! It’s the quickest way for us to see your application and get you in front of the right people. Let’s make it happen together!
We think you need these skills to ace Private Client Tax Manager - 1 - 2 days in the office
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your experience with HNW clients and any relevant qualifications like ATT or CTA to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team, showcasing your passion for personal tax planning and your ability to communicate complex issues clearly.
Showcase Your Team Spirit:We love a collaborative environment! Mention any mentoring or training experiences you've had, as we value those who can support junior team members and contribute to a positive team dynamic.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Stuff
Make sure you brush up on personal tax regulations and planning strategies. Be ready to discuss complex tax issues clearly, especially since you'll be dealing with high-net-worth individuals. Show them you can simplify the technical jargon for clients who might not be tax-savvy.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience as a key point of contact and how you've navigated challenging situations with clients or external advisors. This will demonstrate your ability to handle the diverse portfolio they'll expect you to manage.
✨Be Ready to Discuss Process Improvements
Think about ideas you've implemented in previous roles that improved efficiency or processes. The company is looking for someone who can contribute to internal improvements, so come prepared with specific examples of how you've made a positive impact in your past positions.
✨Mentorship Mindset
Since mentoring junior team members is part of the role, be ready to talk about your experience in training or supporting others. Share how you've helped colleagues develop their skills and how you plan to continue fostering growth within the team.
