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- Tasks: Manage tax advisory for high-net-worth clients and collaborate with a supportive team.
- Company: Dynamic firm offering flexibility and a family-like culture.
- Benefits: Up to £65k salary, pension, bonus, healthcare, and remote work options.
- Why this job: Join a leading firm and make a real impact on diverse client portfolios.
- Qualifications: Experience in managing a Private Client Tax portfolio and strong relationship-building skills.
- Other info: Opportunities for career progression and networking within the industry.
The predicted salary is between 46800 - 78000 £ per year.
Overview
Private Client Tax Manager
Up to 65k plus Pension + Bonus + Healthcare
What to expect
- Complete flexibility to work from home
- Working with an interesting portfolio of clients where variety is key
- Collaborating with a team that are cohesive with a family feel
- Good earning potential without strict salary bandings
I am working with one of my favourite clients who is currently recruiting for a personable Private Client Tax Manager to work from home, with the option to go to one of their Midlands offices one day a fortnight.
Responsibilities
- Managing tax advisory covering a portfolio of HNWI's, Directors of small to medium companies, Trusts, Wealthy Families, Non-Domiciled Residents and more.
- Working closely with one of the most influential Tax Partners in the Market
- Taking planning ideas to clients/ look for opportunities for them as well as responding to their requests for transactional assistance
- Awareness of business development and representing the firm at networking events.
- Liaising with HMRC
Qualifications
- You will have experience of managing your own Private Client Tax portfolio
- Enthusiastic to progress into a senior role
- A friendly and personable natured individual good at building relationships.
How to apply
Interested in hearing more? Please do email jennifer.nelson@pro-tax.co.uk
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 Advisory Manager - Birmingham or Nottingham employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisory Manager - Birmingham or Nottingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Show off your personality! When you get that interview, let your friendly and personable nature shine through. Remember, they’re looking for someone who can build relationships, so be yourself and engage with them genuinely.
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for tax advisory roles and practice your responses. Think about how your experience managing a Private Client Tax portfolio can add value to their team.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep your name fresh in their minds and show your enthusiasm for the role.
We think you need these skills to ace Private Client Tax Advisory Manager - Birmingham or Nottingham
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to be a bit informal and friendly. Remember, we’re looking for someone personable who can build relationships.
Tailor Your Application: Make sure to tailor your application to the role of Private Client Tax Manager. Highlight your experience managing a tax portfolio and any relevant skills that match the job description. We love seeing how you fit into our team!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure to get your key points across without rambling.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of private client tax matters. Familiarise yourself with the latest regulations and trends, especially those affecting high-net-worth individuals and trusts. This will show that you're not just a candidate, but someone who is genuinely interested in the field.
✨Showcase Your People Skills
Since this role requires building relationships with clients, be prepared to discuss your experience in managing client portfolios. Share specific examples of how you've successfully built rapport and trust with clients in the past. A personable nature is key!
✨Prepare for Business Development Questions
Expect questions about how you can contribute to the firm's growth. Think about your previous experiences in networking and business development. Have a few ideas ready on how you could represent the firm at events and attract new clients.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the types of clients you'll be working with, or the firm's approach to professional development. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
