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- Tasks: Manage a portfolio of high-profile private clients and provide bespoke tax advisory services.
- Company: Join a leading firm dedicated to innovative tax solutions and client success.
- Benefits: Enjoy clear progression opportunities, mentorship, and a supportive work environment.
- Why this job: Shape complex tax strategies while building lasting client relationships in a dynamic role.
- Qualifications: CTA qualified or ACA/ACCA with significant tax advisory experience required.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Are you looking to take the next step in your private client tax career with a role that offers meaningful advisory exposure and clear progression opportunities? This position offers direct access to high-profile clients, where you will play a key role in shaping complex tax strategies and advising on issues ranging from inheritance tax to international residency planning. With a strong advisory bias, this role is ideal for a tax professional seeking to deepen client relationships and gain experience that supports advancement to senior leadership.
Key Responsibilities:
- Take ownership of a dynamic portfolio of private clients, including high-net-worth individuals, entrepreneurs, partnerships, and trusts, with a strong emphasis on bespoke advisory work.
- Deliver proactive, strategic tax advice covering inheritance tax planning, capital gains tax mitigation, non-domicile and residency matters, trust structuring, and succession planning.
- Act as a trusted adviser, building long-term relationships through direct client interaction and high-quality, tailored solutions.
- Collaborate closely with HMRC and other professional advisers to manage complex tax issues and negotiate on clients' behalf.
- Review and oversee the preparation of complex self-assessment tax returns, ensuring they align with broader advisory strategies.
- Mentor and guide junior team members, fostering technical development and client-facing confidence.
- Maintain high standards of technical and ethical compliance, managing deadlines and budgets efficiently.
- Support business development through advisory-led conversations, identifying client needs and opportunities, contributing to proposals, and representing the firm at networking events.
- Stay informed on evolving legislation and trends to anticipate client impact and shape advisory strategies accordingly.
Key Requirements:
- CTA qualified (or ACA/ACCA with significant tax advisory experience).
- Demonstrated expertise in private client tax with a strong advisory track record, ideally from a professional services background.
- In-depth technical knowledge of UK personal tax, particularly for HNWIs, trusts, IHT, and CGT.
- Exceptional interpersonal and communication skills, with a consultative, client-first approach.
- Proven ability to manage multiple advisory projects and mentor junior staff effectively.
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 Manager - Cardiff 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 Manager - Cardiff
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to valuable insights and opportunities.
✨Tip Number 2
Stay updated on the latest tax legislation and trends that affect high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to providing informed advisory services during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter to gain insights into the company culture and expectations for the Private Client Tax Manager role. This can help you tailor your approach and show genuine interest in the position.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed complex tax issues or built client relationships in previous roles. Highlighting your practical experience will set you apart as a strong candidate for this advisory-focused position.
We think you need these skills to ace Private Client Tax Manager - Cardiff
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax and advisory roles. Emphasise your qualifications, such as CTA, ACA, or ACCA, and detail specific projects where you've provided strategic tax advice.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your experience with high-net-worth individuals and your approach to building long-term client relationships. Mention any relevant achievements that demonstrate your advisory skills.
Showcase Your Technical Knowledge: During the application process, be prepared to discuss your in-depth knowledge of UK personal tax, inheritance tax, and capital gains tax. Highlight any specific cases where you successfully navigated complex tax issues for clients.
Prepare for Potential Interviews: If selected for an interview, be ready to discuss your mentoring experience and how you've supported junior team members. Prepare examples of how you've contributed to business development through advisory-led conversations.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Advisory Skills
Since this role is heavily focused on advisory work, be prepared to discuss your previous experiences in providing strategic tax advice. Highlight specific examples where you successfully navigated complex tax issues for clients, particularly high-net-worth individuals.
✨Demonstrate Client Relationship Building
Emphasise your ability to build and maintain long-term client relationships. Share stories that illustrate how you've acted as a trusted adviser, showcasing your interpersonal skills and consultative approach.
✨Stay Updated on Tax Legislation
Make sure you're well-versed in the latest UK tax legislation and trends. During the interview, reference recent changes that could impact private clients and discuss how you would adapt your advisory strategies accordingly.
✨Prepare for Technical Questions
Expect to face technical questions related to inheritance tax, capital gains tax, and trust structuring. Brush up on these topics and be ready to explain complex concepts clearly, demonstrating your in-depth knowledge and expertise.
