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- Tasks: Manage a diverse portfolio of trusts and tax compliance clients while providing advisory support.
- Company: Specialist tax & accounting firm in the heart of London with a focus on high-net-worth individuals.
- Benefits: Hybrid working, professional growth opportunities, and a supportive team environment.
- Other info: Inclusive workplace welcoming applicants from all backgrounds.
- Why this job: Join a dynamic team and make a real impact on clients' financial journeys.
- Qualifications: CTA, ACA or TEP qualified with strong communication skills and a passion for learning.
The predicted salary is between 60000 - 80000 £ per year.
Location: City of London
Type: Permanent
Our client is a specialist tax & accounting firm based with offices in the West End of London. They enjoy an enviable range of clients, with a focus on international & UK HNWIs, as well as having a dedicated corporate & OMB team. Their mission is to provide clients with comprehensive team support to run their finance departments. They work with wealthy families to provide a family office service and offer their private clients a trustee service.
They are now recruiting for someone to join our private client team, to specialise in tax, trusts & estates.
About the role:
You will be managing a portfolio of trusts and tax compliance clients as well as providing ad hoc planning and advisory support to the directors. The compliance will include preparation of trust accounts, preparation of trust self-assessment tax returns and R185s, preparation of IHT returns, preparation of estate tax returns, and preparation of personal tax returns. Ad hoc planning and advisory work will be diverse, interesting, and challenging.
About you:
You will hold an accountancy or tax qualification such as CTA, ACA or TEP and be either already at senior level and looking for a route to manager level and beyond, or a manager looking for their next step. In both cases you will be wishing to continue to learn and grow in the role.
You will have excellent communication skills - both written and in person. You will be able to explain complex areas of tax to clients in straightforward and understandable language without the use of technical jargon.
You will be flexible and a team player - able to handle your own portfolio of complex clients, undertaking both compliance and consulting work, as well as assisting others as required.
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.
Senior Tax Manager CTA - Boutique Practice employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax Manager CTA - Boutique Practice
✨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 Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also for their team culture!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. We believe this small gesture can make a big difference in leaving a lasting impression.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. Plus, we’re always looking for passionate individuals to join our team!
We think you need these skills to ace Senior Tax Manager CTA - Boutique Practice
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Tax Manager role. Highlight your relevant experience in tax compliance and advisory work, especially with trusts and estates. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and how your background makes you a great fit for our private client team. Keep it engaging and straightforward – no jargon, please!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and if you can, include examples of how you've explained complex tax issues to clients in an understandable way.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important updates from us. Let’s get started on this journey together!
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your tax knowledge, especially around trusts and estates. Be ready to discuss specific cases or scenarios where you've successfully managed tax compliance or provided advisory support. This will show that you're not just qualified, but also experienced.
✨Communicate Clearly
Since the role requires explaining complex tax concepts in simple terms, practice how you would break down intricate topics. Use examples from your past work to demonstrate your ability to communicate effectively with clients who may not have a tax background.
✨Show Your Team Spirit
Highlight your experience working in teams and how you’ve supported colleagues in managing their portfolios. Share examples of how you’ve collaborated on projects or helped others overcome challenges, as this role values flexibility and teamwork.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to client management and their expectations for the private client team. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.