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- Tasks: Manage a portfolio of trusts and tax compliance clients while providing advisory support.
- Company: Join a leading tax & accounting firm in London's West End, serving high-net-worth individuals.
- Benefits: Enjoy hybrid working, competitive salary, and excellent benefits.
- Why this job: Engage in diverse and challenging work with wealthy families, enhancing your skills in a supportive environment.
- Qualifications: Must hold an accountancy or tax qualification like CTA, ACA, or TEP.
- Other info: We value diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 64000 - 96000 £ per year.
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 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 with professionals in the private client tax, trusts, and estates sector. Attend industry events or webinars where you can meet potential colleagues or clients. Building relationships can give you insights into the company culture and may even lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting high-net-worth individuals (HNWIs). This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss specific case studies or scenarios from your previous experience that highlight your problem-solving skills in tax compliance and advisory roles. This will showcase your ability to handle complex client portfolios effectively.
✨Tip Number 4
Practice your communication skills by explaining complex tax concepts in simple terms. This is crucial for the role, as you'll need to convey information clearly to clients who may not have a financial background.
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 highlights relevant experience in tax, trusts, and estates. Emphasise any qualifications such as CTA, ACA, or TEP, and showcase your ability to manage complex client portfolios.
Craft a Compelling Cover Letter: Write a cover letter that clearly explains why you are the right fit for the Senior Manager role. Mention your communication skills and your ability to simplify complex tax concepts for clients.
Showcase Your Team Player Skills: In your application, provide examples of how you've worked collaboratively in previous roles. Highlight instances where you've assisted colleagues or contributed to team success.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this field.
How to prepare for a job interview at Pro-Tax Recruitment
✨Showcase Your Qualifications
Make sure to highlight your accountancy or tax qualifications, such as CTA, ACA, or TEP. Be prepared to discuss how your education and experience align with the requirements of managing trusts and tax compliance clients.
✨Communicate Clearly
Demonstrate your excellent communication skills by explaining complex tax concepts in simple terms. Practice articulating your thoughts clearly and avoid using technical jargon that might confuse the interviewer.
✨Emphasise Teamwork and Flexibility
Be ready to discuss examples of how you've worked effectively in a team environment. Highlight your flexibility in handling a diverse portfolio of clients and your willingness to assist colleagues when needed.
✨Prepare for Diverse Scenarios
Since the role involves ad hoc planning and advisory work, prepare for questions that may require you to think on your feet. Familiarise yourself with common scenarios in tax, trusts, and estates to showcase your problem-solving skills.
