At a Glance
- Tasks: Manage tax advisory for high-net-worth individuals and businesses, providing tailored solutions.
- Company: Join a dynamic firm known for its supportive culture and diverse client portfolio.
- Benefits: Enjoy flexible remote work, competitive salary, bonuses, pension, and healthcare.
- Why this job: Be part of a collaborative team with opportunities for personal growth and impactful client interactions.
- Qualifications: Experience in managing a Private Client Tax portfolio and strong relationship-building skills required.
- Other info: We celebrate diversity and encourage applicants from all backgrounds to apply.
The predicted salary is between 46800 - 78000 £ per year.
Private Client Tax Manager
Up to 65k plus Pension + Bonus + Healthcare
Are the following factors must haves for your next role:
- 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
The role will involve:
- 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
- Working across the entire tax department
To be considered you will be:
- 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.
Interested in hearing more? Please do email
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.
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Private Client Tax Advisory Manager - Tunbridge Wells 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 - Tunbridge Wells
✨Tip Number 1
Network with professionals in the tax advisory field, especially those who work with high-net-worth individuals. Attend industry events and seminars to meet potential colleagues and clients, as personal connections can often lead to job opportunities.
✨Tip Number 2
Familiarise yourself with the latest tax regulations and trends affecting private clients. Being knowledgeable about current issues will not only help you in interviews but also demonstrate your commitment to the role and the firm.
✨Tip Number 3
Showcase your ability to build relationships by preparing examples of how you've successfully managed client portfolios in the past. Highlighting your interpersonal skills will be crucial, as this role requires a friendly and personable nature.
✨Tip Number 4
Research the firm’s culture and values to align your approach during discussions. Understanding their emphasis on flexibility and collaboration will help you articulate how you fit into their team dynamic.
We think you need these skills to ace Private Client Tax Advisory Manager - Tunbridge Wells
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing Private Client Tax portfolios. Emphasise any relevant qualifications and skills that align with the job description, such as your ability to build relationships and your enthusiasm for progressing into a senior role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with high-net-worth individuals and your approach to tax advisory. Use this opportunity to express your personality and how you fit into their cohesive team culture.
Highlight Relevant Experience: In your application, be specific about your previous roles and responsibilities related to tax advisory. Include examples of how you've successfully managed client portfolios and contributed to business development or networking events.
Show Enthusiasm for the Role: Convey your excitement about the opportunity to work with a diverse portfolio of clients and your eagerness to collaborate with influential partners. This can set you apart from other candidates who may not express the same level of interest.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Tax Knowledge
Make sure to brush up on the latest tax regulations and trends, especially those relevant to high-net-worth individuals and trusts. Demonstrating your expertise will show that you're well-prepared for the role.
✨Emphasise Relationship Building
Since the role requires a friendly and personable nature, be ready to discuss how you've successfully built and maintained client relationships in the past. Share specific examples that highlight your interpersonal skills.
✨Prepare for Business Development Questions
As the position involves business development, think about how you can contribute to the firm's growth. Be prepared to discuss any previous experiences where you've successfully identified opportunities or represented your firm at networking events.
✨Demonstrate Flexibility and Team Spirit
Given the emphasis on flexibility and a cohesive team environment, be sure to express your adaptability and willingness to collaborate. Share instances where you've worked effectively within a team, especially in a remote setting.