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- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax planning advice.
- Company: Global consulting firm in the heart of London with a supportive culture.
- Benefits: Competitive salary, excellent benefits, flexible working, and career progression.
- Why this job: Join a dynamic team and make a real impact on clients' financial success.
- Qualifications: ATT qualified or studying towards CTA, with strong personal tax experience.
- Other info: Mentorship opportunities and a commitment to diversity and inclusion.
The predicted salary is between 52000 - 74000 £ per year.
A global consulting business based in the heart of the City is looking to hire a Personal Tax Manager to join its well-established and growing Private Client team. This opportunity would suit either an existing Manager seeking a fresh challenge or a strong Assistant Manager ready to take the next step. You will take ownership of a high-quality and varied private client portfolio, working closely with high-net-worth individuals and their professional advisors. This is a highly client-facing role from day one, with significant exposure to complex personal tax planning and advisory work.
Role
- Managing a diverse portfolio of private clients, including HNWIs
- Providing complex personal tax planning advice in a clear, commercial manner
- Acting as a key point of contact for clients and external advisors
- Playing a pivotal role within the local tax team
- Contributing ideas to improve internal processes and efficiencies
- Mentoring junior team members and supporting their development
- Delivering periodic technical training and sharing best practice
The ideal candidate
- ATT qualified (CTA qualified or studying towards CTA strongly preferred)
- Strong background in personal/private client tax
- Comfortable dealing directly with HNW clients and stakeholders
- Commercial, articulate, and confident explaining technical issues to non-specialists
- Keen to develop, progress, and take on broader responsibility
This role offers excellent progression and development opportunities within a supportive and forward-thinking firm, alongside a flexible working model.
To apply, please send your CV to kevin.racher@pro-tax.co.uk or call Kevin on 07968 202 512 for a confidential discussion.
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 Manager - 1 - 2 days in the office employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - 1 - 2 days in the office
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them you’re not just a fit for the role, but also a great addition to their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re always looking for passionate individuals to join our team, so don’t hesitate to put yourself out there!
We think you need these skills to ace Private Client Tax Manager - 1 - 2 days in the office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your experience with high-net-worth individuals and any relevant tax planning expertise to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role, showcasing your passion for personal tax and your ability to communicate complex issues clearly.
Showcase Your Client-Facing Skills: Since this role is highly client-facing, emphasise your experience in managing client relationships. Share examples of how you've successfully navigated complex tax situations with clients and their advisors.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your personal tax knowledge, especially around complex planning and advisory work. Be ready to discuss specific cases or scenarios you've handled, as this will show your expertise and confidence in dealing with high-net-worth individuals.
✨Showcase Your Client Skills
Since this role is highly client-facing, prepare examples of how you've successfully managed client relationships in the past. Think about times when you’ve explained technical issues to non-specialists and how you made those conversations clear and engaging.
✨Be a Team Player
Highlight your experience in mentoring junior team members and contributing to team processes. Discuss any ideas you have for improving efficiencies within a tax team, as this shows you're proactive and invested in the team's success.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to private client tax management and their expectations for the role. This not only demonstrates your interest but also gives you insight into whether the company aligns with your career goals.
