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- Tasks: Lead a team in delivering strategic tax advice to high-net-worth clients.
- Company: Join a dynamic firm focused on innovative private client services.
- Benefits: Enjoy career progression, mentorship, and a diverse workplace culture.
- Why this job: Shape the future of tax advisory while making a real impact on clients' lives.
- Qualifications: CTA qualified or ACA/ACCA with extensive private client tax experience required.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
The predicted salary is between 48000 - 84000 £ per year.
Location
Cardiff
Type
Permanent
Private Client Tax Senior Manager – Strategic Advisory & Leadership Role
This is an exceptional opportunity for an experienced private client tax professional to step into a senior leadership role with a strong focus on complex advisory work and team development. As Senior Manager, you\’ll play a pivotal role in delivering strategic tax advice to a high-calibre client base, while shaping the future of the private client function. You\’ll have direct access to high-net-worth individuals, entrepreneurs, and families, offering holistic tax planning solutions, and a clear path to Director for those with ambition and vision.
Key Responsibilities:
* Lead a sophisticated portfolio of private clients, including high-net-worth individuals, business owners, non-UK domiciliaries, and trusts, with a primary focus on delivering high-level advisory services.
* Provide expert advice on inheritance tax planning, capital gains tax mitigation, residence and domicile issues, succession planning, and trust and estate structuring.
* Act as the principal point of contact for key clients, building long-term relationships and providing commercially sound, technically robust advice.
* Supervise and review complex tax compliance work where necessary, ensuring integration with advisory outcomes.
* Lead client engagements involving HMRC negotiations, restructuring, and international tax planning.
* Develop and mentor a growing team of managers and junior staff, supporting technical development, client handling skills, and career progression.
* Take an active role in business development, helping to grow the practice through relationship management, referrals, proposals, and participation in strategic planning.
* Contribute to the leadership of the wider team and help drive innovation in private client service delivery.
* Stay ahead of regulatory and legislative changes, translating technical developments into practical, forward-thinking advice for clients.
Key Requirements:
* CTA qualified (or ACA/ACCA with extensive private client tax experience).
* Significant experience in private client tax at a managerial or senior managerial level within a professional services environment.
* Strong technical expertise in UK personal tax, with proven advisory experience across IHT, CGT, trusts, and international tax planning.
* Demonstrated ability to lead client relationships, manage complex advisory projects, and oversee high-performing teams.
* Commercially astute, with the confidence to contribute to practice development and future growth strategy.
* Excellent interpersonal, communication, and leadership skills.
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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.
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Private Client Tax Senior Manager - Cardiff employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Cardiff
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups in Cardiff to connect with potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends, especially those affecting high-net-worth individuals and trusts. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter or similar firms. They can provide valuable insights into the company culture and expectations for the Senior Manager role, helping you tailor your approach.
✨Tip Number 4
Prepare to discuss your leadership style and experiences in mentoring teams. Highlight specific examples where you've successfully developed talent or led complex projects, as this is crucial for the Senior Manager position.
We think you need these skills to ace Private Client Tax Senior Manager - Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax, particularly in areas like inheritance tax planning and capital gains tax mitigation. Use specific examples that demonstrate your leadership skills and ability to manage complex advisory projects.
Craft a Compelling Cover Letter: In your cover letter, express your passion for strategic advisory roles and your vision for the future of private client services. Mention how your background aligns with the key responsibilities outlined in the job description, especially your experience with high-net-worth clients.
Showcase Your Leadership Experience: Highlight any previous roles where you developed and mentored teams. Provide examples of how you've contributed to business development and practice growth, as these are crucial for the Senior Manager position.
Prepare for Potential Questions: Anticipate questions related to your technical expertise in UK personal tax and your approach to client relationship management. Be ready to discuss how you stay updated on regulatory changes and how you translate these into practical advice for clients.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Showcase Your Technical Expertise
Make sure to highlight your strong technical knowledge in UK personal tax, especially in areas like inheritance tax and capital gains tax. Be prepared to discuss specific cases where you've successfully advised clients on complex tax issues.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll need to lead teams effectively. Share examples of how you've mentored junior staff or managed high-performing teams in the past. This will show your capability to develop talent and drive team success.
✨Build Rapport with Interviewers
Since this role involves building long-term relationships with clients, it's essential to demonstrate your interpersonal skills during the interview. Engage with your interviewers, ask questions, and show genuine interest in their experiences and insights.
✨Prepare for Business Development Discussions
Be ready to discuss your experience in business development and how you've contributed to practice growth. Think of specific strategies you've implemented or ideas you have for expanding client relationships and enhancing service delivery.
