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- Tasks: Manage a portfolio of trusts and tax compliance clients while providing advisory support.
- Company: Specialist tax and accounting firm in London's West End with a diverse client base.
- Benefits: Competitive salary of £80,000 plus excellent benefits and hybrid working options.
- Why this job: Join a dynamic team and make a real impact on high-net-worth clients' financial strategies.
- Qualifications: Accountancy or tax qualification required; strong communication skills essential.
- Other info: Inclusive workplace committed to diversity and personal growth opportunities.
The predicted salary is between 72000 - 96000 £ per year.
Job Description
Senior Manager
Private Client Tax, Trusts & Estates
London / Hybrid working
£80,000 plus excellent benefits
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 you own portfolio of complex clients, undertaking both compliance and consulting work, as well as assisting others as required.
To apply simply contact John Corfield at
________
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 Manager - Private Client, Trust & Estates employer: Pro-Tax Recruitment
Contact Detail:
Pro-Tax Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager - Private Client, Trust & Estates
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about letting people know you’re on the hunt for a Senior Manager role. You never know who might have the inside scoop on an opportunity.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax, trusts, and estates. Be ready to discuss your experience managing complex portfolios and how you’ve simplified tax concepts for clients. Show them you can communicate effectively without the jargon!
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and expertise. Use our website to find roles that excite you and match your skills. Tailor your approach to each firm to show you’re genuinely interested.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re the perfect fit for their team.
We think you need these skills to ace Senior Manager - Private Client, Trust & Estates
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Manager role. Highlight your experience in tax, trusts, and estates, and don’t forget to showcase your qualifications like CTA, ACA, or TEP. We want to see how your background aligns 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 working with private clients and how your skills can benefit our team. Keep it clear and engaging – we love straightforward communication!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use simple language to explain complex ideas, just like you would with a client. We appreciate clarity and approachability!
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 out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Pro-Tax Recruitment
✨Know Your Stuff
Make sure you brush up on the specifics of tax, trusts, and estates. Familiarise yourself with the latest regulations and common challenges faced by high-net-worth individuals. This will not only show your expertise but also your commitment to staying updated in the field.
✨Communicate Clearly
Since you'll need to explain complex tax concepts to clients, practice simplifying jargon into layman's terms. During the interview, demonstrate your ability to communicate effectively by using clear examples and avoiding overly technical language.
✨Show Your Team Spirit
Highlight your experience working collaboratively within a team. Share examples of how you've supported colleagues or managed client portfolios while balancing compliance and consulting work. This will showcase your flexibility and teamwork skills, which are crucial for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and their expectations for the Senior Manager role. This shows your genuine interest in the position and helps you assess if the company culture aligns with your values.
