At a Glance
- Tasks: Lead a dynamic team in advising high-net-worth clients on complex tax matters.
- Company: Top 30 firm with a stellar reputation in Private Client services.
- Benefits: Hybrid working, career progression to partnership, and supportive team environment.
- Other info: Inclusive workplace committed to diversity and personal growth.
- Why this job: Join a prestigious firm and make a real impact on clients' financial success.
- Qualifications: CTA qualified with strong personal tax advisory experience.
The predicted salary is between 60000 - 80000 £ per year.
Superb opportunity to build a career with a high-quality London Private Client team, offering the potential to progress to Partnership in a prominent team. Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are UK resident non-doms with multi-jurisdictional aspects to their affairs.
The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning. They are keen to find a CTA qualified personal tax adviser who is ready to take on a Senior Manager role. The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures.
The position is very much client-facing, requiring excellent relationship management skills. An interest in assisting the partners with networking and business development initiatives is also important, with prior experience in that area a key requirement. Team management will form another key element of the role. You will be supported by high profile partners and an experienced team of personal tax ATTs and CTAs.
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 - Senior Manager - Top 30 Firm employer: PRO-TAX RECRUITMENT LIMITED
Join a prestigious London Private Client team that not only values diversity and inclusion but also offers exceptional career progression opportunities, including the potential to reach Partnership. With a strong focus on client relationships and a supportive environment led by experienced partners, this role provides a unique chance to work with high-net-worth clients while developing your skills in a dynamic and collaborative culture.
Contact Details:
PRO-TAX RECRUITMENT LIMITED Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax - Senior Manager - Top 30 Firm
✨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
Show off your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your knowledge of income and capital tax planning. Share your experiences with HNW/UHNW clients and how you've tackled complex issues. This will set you apart as a strong candidate.
✨Tip Number 3
Be proactive in business development! If you’ve got ideas for networking or client engagement, don’t hesitate to share them. Firms love candidates who can contribute to their growth, so show that you’re ready to roll up your sleeves and help out.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team. Don’t miss out on this opportunity to take your career to the next level!
We think you need these skills to ace Private Client Tax - Senior Manager - Top 30 Firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your CTA qualifications and any relevant experience with HNW/UHNW clients. We want to see how your skills align with the job description!
Showcase Your Technical Knowledge:In your application, emphasise your strong technical knowledge of income and capital taxes. Mention specific experiences where you've advised on domicile, residence, or offshore trust structures. This will show us you’re the right fit for our team.
Demonstrate Relationship Management Skills:Since this role is client-facing, it’s crucial to highlight your relationship management skills. Share examples of how you've built and maintained client relationships in the past. We love seeing candidates who can connect with clients effectively!
Express Your Interest in Business Development:Let us know about your interest in networking and business development initiatives. If you have prior experience in this area, make sure to include it! We’re looking for someone who can help us grow and attract high-quality work.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your technical knowledge of income and capital taxes, especially around domicile, residence, and offshore trust structures. Being able to discuss these topics confidently will show that you're ready for the Senior Manager role.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed relationships with high-net-worth clients in the past. Think about specific situations where you’ve navigated complex issues or provided exceptional service.
✨Demonstrate Business Development Acumen
Be ready to talk about your experience with networking and business development initiatives. Share any strategies you've implemented to attract new clients or grow existing relationships, as this is a key part of the role.
✨Team Leadership Experience
Highlight your experience in team management. Prepare to discuss how you've led teams in the past, including any challenges you faced and how you motivated your team to achieve their goals.
