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- Tasks: Manage trusts and tax compliance for high-net-worth clients while providing advisory support.
- Company: Leading private client boutique in the heart of London with a focus on international clients.
- 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 in the world of tax and trusts.
- Qualifications: Must hold an accountancy or tax qualification like CTA, ACA, or TEP.
- Other info: Embrace a diverse and inclusive workplace that values unique backgrounds and perspectives.
The predicted salary is between 80000 - 80000 £ per year.
A specialist tax & accounting firm based in the West End of London is seeking a Senior Tax Manager to join their private client team, specialising in tax, trusts & estates.
About the role:
- Manage a portfolio of trusts and tax compliance clients.
- Provide ad hoc planning and advisory support to the directors.
- Compliance tasks include preparation of trust accounts, trust self-assessment tax returns, R185s, IHT returns, estate tax returns, and personal tax returns.
- Engage in diverse, interesting, and challenging ad hoc planning and advisory work.
About you:
- Hold an accountancy or tax qualification such as CTA, ACA or TEP.
- Be at senior level looking for a route to manager level and beyond, or a manager seeking their next step.
- Possess excellent communication skills, both written and in person.
- Ability to explain complex areas of tax to clients in straightforward and understandable language.
- Be flexible and a team player, able to handle your own portfolio of complex clients while 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 Tax & Trusts Manager - Private Client, London Hybrid employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Tax & Trusts Manager - Private Client, London Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and trusts field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of tax compliance and trusts. Be ready to discuss real-life scenarios where you’ve successfully managed complex client portfolios. Show them you’re not just book-smart but also street-smart!
✨Tip Number 3
Practice your communication skills! Since you’ll need to explain complex tax concepts in simple terms, try explaining them to a friend or family member. This will help you articulate your thoughts clearly during interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly!
We think you need these skills to ace Senior Tax & Trusts Manager - Private Client, London Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Tax & Trusts Manager role. Highlight your relevant experience in tax compliance and advisory work, and don’t forget to mention any qualifications like CTA, ACA, or TEP that you hold.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our private client team. Be sure to showcase your communication skills and how you can simplify complex tax concepts for clients.
Showcase Your Team Spirit: We love team players! In your application, share examples of how you've collaborated with others in previous roles. This will show us that you can handle your own portfolio while also supporting your colleagues.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Pro-Tax
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and trust laws relevant to private clients. Being able to discuss recent changes or trends in the industry will show that you're not just qualified, but also genuinely interested in the field.
✨Practice Clear Communication
Since you'll need to explain complex tax concepts to clients, practice simplifying your explanations. Try explaining a tricky tax topic to a friend or family member who has no background in finance. This will help you articulate your thoughts clearly during the interview.
✨Show Your Team Spirit
Highlight your experience working in teams and how you've supported colleagues in the past. Share specific examples of how you've collaborated on projects or helped others with their client portfolios, as this role requires flexibility and teamwork.
✨Prepare Questions
Have a few thoughtful questions ready for your interviewers. Ask about the firm's approach to client management or how they support ongoing professional development. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.