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- Tasks: Manage personal tax for high-net-worth clients and oversee junior team members.
- Company: Join a fast-growing firm known for its impressive private client list and supportive culture.
- Benefits: Enjoy hybrid working, flexible hours, and a competitive salary of £75,000 plus benefits.
- Why this job: Work with leading professionals on diverse tax planning issues and develop your career.
- Qualifications: Strong experience in CGT, IHT, trusts, and domicile advice is essential.
- Other info: Opportunities for marketing, networking, and progression to Senior Manager or Director roles.
The predicted salary is between 60000 - 84000 £ per year.
Our client is a well-respected fast-growing firm. They advise an impressive new and old money private client list, international families, serial entrepreneurs, business owners and family offices. The profile of the team ensures a steady flow of high-quality personal tax work and the opportunity for a talented CTA to advise on a broad range of personal tax planning issues.
The team is growing and keen to appoint a Manager with strong experience of providing CGT, IHT, trusts and domicile advice. The role will involve technical ad hoc advisory projects, working alongside some of the profession's leading Private Client partners, as well as overseeing the compliance on a portfolio of UHNWIs (reviewing the work of a team of junior CTAs).
Scope exists to get involved with marketing, networking and business development activities if one wishes and the role is very much client-facing, as a key point of contact. Genuine scope exists to progress towards Senior Manager and Director grades, in an environment that offers a supported career pathway.
The firm has adopted hybrid working and flexible hours, with most of the team in the office three days a week on average.
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 & Trust Tax Manager - CTA employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client & Trust Tax Manager - CTA
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events or webinars where you can meet potential colleagues and learn more about the firm’s culture and values.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in personal tax planning, especially around CGT, IHT, and trusts. This knowledge will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your experience with UHNWIs and how you've successfully managed compliance and advisory projects in the past. Real-life examples will demonstrate your capability and confidence.
✨Tip Number 4
Show enthusiasm for business development and marketing activities. Highlight any previous experience in these areas, as the role offers opportunities to engage in such initiatives, which can be a key differentiator.
We think you need these skills to ace Private Client & Trust Tax Manager - CTA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in private client tax management, particularly in areas like CGT, IHT, trusts, and domicile advice. Use specific examples to demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role. Mention how your background aligns with the firm's focus on high-quality personal tax work and your interest in client-facing responsibilities.
Showcase Relevant Experience: In your application, emphasise any previous roles where you managed compliance for UHNWIs or worked on technical advisory projects. Highlight your ability to oversee junior team members and contribute to business development activities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or typos. A polished application reflects your attention to detail, which is crucial in the tax profession.
How to prepare for a job interview at Pro-Tax
✨Showcase Your Technical Knowledge
As a Private Client & Trust Tax Manager, you'll need to demonstrate your expertise in CGT, IHT, trusts, and domicile advice. Prepare specific examples from your past experience that highlight your technical skills and how you've successfully navigated complex tax issues.
✨Emphasise Client-Facing Experience
This role is very much client-facing, so be ready to discuss your experience in managing client relationships. Share stories that illustrate your ability to communicate complex tax concepts clearly and build trust with clients, especially UHNWIs.
✨Discuss Your Leadership Skills
You'll be overseeing a team of junior CTAs, so it's important to convey your leadership abilities. Talk about your experience in mentoring or training others, and how you ensure high-quality work while fostering a supportive team environment.
✨Be Prepared for Business Development Questions
The firm values marketing and networking, so think about how you can contribute to these areas. Prepare to discuss any previous experiences where you've successfully developed new business opportunities or enhanced client engagement.
