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- Tasks: Advise high-net-worth clients on complex tax matters and enhance their personal wealth.
- Company: Dynamic Private Client Services team in Central London.
- Benefits: Very competitive salary, tailored training, and clear career progression.
- Why this job: Make a real impact while working with elite clients in a supportive environment.
- Qualifications: ACA/CTA/ATT qualified with experience in private client tax.
- Other info: Join a forward-thinking team that values collaboration and innovation.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Private Client Manager – Central London
Salary: Very competitive
Great progression opportunities
Shape the Future of Private Client Tax Advisory
Join a dynamic and growing Private Client Services team, where you will play a pivotal role in advising an elite client base, including high-net-worth individuals, wealthy families, entrepreneurs, and executives. This is an exciting opportunity to work on complex and rewarding tax matters, helping clients protect and enhance their personal wealth.
A Role with Impact and Opportunity
As a Manager in this thriving Private Client team, you will engage in a diverse range of tax compliance and advisory work, including:
- Inheritance Tax and Estate Planning
- Capital Gains Tax
- Income Tax Planning
- Offshore Trusts and Transactions
You will take ownership of client relationships, ensuring the highest standard of service delivery while proactively contributing to the team\’s growth and success. With exposure to high-calibre clients and complex tax matters, this role offers a clear path for career progression within a supportive and ambitious environment.
Why Join This Firm?
Work within a forward-thinking team that values collaboration and innovation.
- Enjoy a structured career path with clear opportunities for progression.
- Receive tailored training and continuous development to help you reach your full potential.
- Benefit from a stimulating and rewarding work environment where your expertise makes a difference.
About You
We\\\’re looking for an experienced tax professional with:
- ACA/CTA/ATT qualification (or equivalent experience).
- A background in private client tax or corporate tax within practice or industry
- Strong interpersonal skills and a passion for building client relationships
- Experience mentoring junior team members and managing workloads effectively
If you\\\’re ready to take the next step in your career with a firm that offers genuine progression, high-quality work, and a supportive culture, I would love to hear from you.
Apply now and be part of an exciting future in Private Client Tax. Call Kevin on 07968 202512 or email – kevin.racher@pro-tax.co.uk
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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 Manager - Mid-tier employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - Mid-tier
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about tax matters and how you've helped clients in the past. This is your time to shine and show them what you can bring to the table.
✨Prepare for the Interview
Do your homework on the firm and the role. Be ready to discuss specific tax issues and how you would approach them. The more prepared you are, the more confident you'll feel, and that confidence can really impress!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're serious about joining our dynamic team.
We think you need these skills to ace Private Client Tax Manager - Mid-tier
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 ACA/CTA/ATT qualifications and any relevant tax advisory work you've done, especially with high-net-worth clients.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for private client tax and how your background aligns with the firm's values. Don’t forget to mention your experience in mentoring and managing workloads.
Showcase Your Interpersonal Skills: Since this role involves building strong client relationships, make sure to highlight your interpersonal skills in both your CV and cover letter. Share examples of how you've successfully engaged with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive 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
Brush up on the key areas of private client tax, especially Inheritance Tax, Capital Gains Tax, and Income Tax Planning. Be ready to discuss how these apply to high-net-worth individuals and demonstrate your understanding of complex tax matters.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your interpersonal skills and any experiences where you’ve gone above and beyond to ensure client satisfaction.
✨Demonstrate Leadership Potential
Since this role involves mentoring junior team members, think of instances where you've successfully managed a team or project. Share how you’ve helped others grow and how you can contribute to the team's success.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client services and their vision for the future. This shows your genuine interest in the role and helps you assess if the company culture aligns with your values.
