At a Glance
- Tasks: Lead a portfolio of high-net-worth clients and provide expert tax advisory services.
- Company: Join a prestigious firm focused on private client tax and strategic leadership.
- Benefits: Competitive salary, career progression to Director, and professional development opportunities.
- Why this job: Shape the future of private client tax while making a real impact on clients' financial success.
- Qualifications: Extensive experience in private client tax and strong advisory skills.
- Other info: Dynamic role with access to high-calibre clients and a supportive team environment.
The predicted salary is between 43200 - 72000 £ per year.
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.
Private Client Tax Senior Manager - Bristol employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager - Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the private client tax space. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of case studies or examples of your past work that highlight your advisory skills and successes. When you get the chance to chat with potential employers, use these examples to demonstrate how you can add value to their team.
✨Tip Number 3
Practice your pitch! Whether it’s a casual coffee chat or a formal interview, being able to clearly articulate your experience and vision for the role is key. We recommend rehearsing with a friend or in front of a mirror to boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. By applying directly, you’ll ensure your application gets the attention it deserves, and you might even get a chance to connect with us personally during the process.
We think you need these skills to ace Private Client Tax Senior Manager - Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Senior Manager role. Highlight your experience with high-net-worth individuals and complex tax advisory work. We want to see how your skills align with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax and how you can contribute to our team. We love seeing genuine enthusiasm and a clear understanding of the role.
Showcase Your Leadership Skills: As a Senior Manager, leadership is key. Share examples of how you've led teams or projects in the past. We’re looking for someone who can inspire and develop others while delivering top-notch advisory services.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and keep track of it. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and strategies, especially around inheritance tax and capital gains. Being able to discuss recent changes or trends in tax law will show that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Leadership Skills
As a Senior Manager, you'll be expected to lead and develop a team. Prepare examples of how you've successfully managed teams or projects in the past. Highlight your ability to mentor others and drive results through collaboration.
✨Build Client Relationships
Think about how you can demonstrate your experience in building long-term relationships with clients. Be ready to share specific examples of how you've provided exceptional service or resolved complex issues for high-net-worth individuals.
✨Prepare for Technical Questions
Expect some tough technical questions during the interview. Practice articulating your thought process when tackling complex tax scenarios. This will not only showcase your expertise but also your problem-solving skills, which are crucial for this role.