At a Glance
- Tasks: Lead tax planning for high-net-worth clients and mentor junior staff.
- Company: Join a top Big 4 firm known for its supportive culture and work-life balance.
- Benefits: Enjoy flexible hours, hybrid working, and a competitive package including car allowance and bonuses.
- Why this job: Be part of a dynamic team with a strong international network and impactful client relationships.
- Qualifications: ATT/CTA qualified with experience in Private Client Tax or a legal background.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 54000 - 84000 £ per year.
Superb package including car allowance, bonus and hybrid working as standard.
Would you want the chance to work for one of the Big 4's leading Private Client teams with a real national focus? Would you like a role that can offer you flexible hours and manage your work-life balance? Does the chance to leverage off a superb international network appeal to you?
Working within this leading Private Client tax team, you will be a key member working alongside well-connected Private Client Tax Partners, where you will be a trusted advisor to UHNWI, HNWI, key business executives, as well as entrepreneurial clients as they develop and grow. You will be responsible for developing junior members of staff and understanding the art of delegation.
Work will include:
- Key development of the Private client & private business (OMBs) tax planning and strategies.
- Delivering close working client services with UHNWI individuals, financial advisors, agents, and private wealth/banking clients.
- Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures, and inheritance tax planning.
- Working closely with other areas within the business to support your clients on projects such as Share Planning, M&A transactions, and international expansions.
- Presenting quarterly presentations to team and partners.
You will ideally be:
- ATT/CTA qualified with some post-qualified experience or possibly from a legal background.
- Have a great understanding of complex Private Client Tax matters.
- Have an accounting consultancy, legal, or family office background.
- Ideally have some experience focusing on business development and commercial opportunities.
This Big 4 firm prides itself on work-life balance. One of the partners I am recruiting for is a working parent who understands the importance of family time. Even before the pandemic, this firm encouraged their staff to spend time working from home, and this will continue to be encouraged going forwards.
What next: I am looking for driven, ambitious Private Client Tax Managers to step up to Senior Manager or if you are wanting a role within the Big 4 as SM, if that is you please do get in touch.
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 Senior Manager - Big 4 employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Senior Manager - Big 4
✨Network with Industry Professionals
Reach out to current or former employees of the Big 4 firms, especially those in Private Client teams. Engaging in conversations can provide you with insider knowledge about the firm’s culture and expectations, which can be invaluable during interviews.
✨Showcase Your Expertise
Prepare to discuss specific cases or projects where you've successfully navigated complex Private Client Tax matters. Highlighting your experience with UHNWI and HNWI clients will demonstrate your capability and readiness for the role.
✨Understand the Firm's Values
Familiarise yourself with the Big 4 firm's commitment to work-life balance and diversity. Be ready to articulate how your values align with theirs, as this can set you apart from other candidates.
✨Prepare for Scenario-Based Questions
Anticipate questions that assess your problem-solving skills in real-world scenarios related to Private Client tax planning. Practising these types of questions can help you feel more confident and articulate during the interview process.
We think you need these skills to ace Private Client Senior Manager - Big 4
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in private client tax matters, particularly with UHNWI and HNWI clients. Emphasise any qualifications like ATT/CTA and your understanding of complex tax issues.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Mention your experience in business development and how you can contribute to their private client team. Be sure to align your values with the firm's commitment to work-life balance.
Showcase Leadership Skills: Highlight any experience you have in developing junior staff or leading teams. This is crucial for the Senior Manager role, so provide specific examples of how you've successfully delegated tasks and mentored others.
Prepare for Interviews: If invited for an interview, be ready to discuss your approach to client management and tax planning strategies. Prepare to present your thoughts on current trends in private client taxation and how you would leverage the firm's international network.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Expertise
Make sure to highlight your qualifications, especially your ATT/CTA credentials and any relevant experience in Private Client Tax matters. Be prepared to discuss specific cases where you've successfully navigated complex tax issues.
✨Demonstrate Leadership Skills
As a Senior Manager, you'll be expected to develop junior staff and delegate tasks effectively. Share examples of how you've mentored others or led projects in the past to illustrate your leadership capabilities.
✨Understand the Firm's Culture
Research the firm's commitment to work-life balance and their approach to flexible working. Be ready to discuss how you value this aspect and how it aligns with your own work philosophy.
✨Prepare for Client Interaction Scenarios
Since the role involves working closely with UHNWI and HNWI clients, prepare to discuss how you would handle client relationships and provide exceptional service. Think of scenarios where you've successfully managed client expectations or resolved conflicts.