At a Glance
- Tasks: Lead tax planning and advisory services for private clients, ensuring top-notch compliance.
- Company: Join a Top 20 Accountancy firm with a stellar reputation in the industry.
- Benefits: Competitive salary, career progression, and opportunities to mentor junior staff.
- Other info: Dynamic team environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping clients optimise their tax reliefs and build strong relationships.
- Qualifications: CTA qualified with experience in Private Client tax planning and excellent communication skills.
The predicted salary is between 54000 - 66000 £ per year.
Pro Talent are currently working with a Top 20 Accountancy firm with an outstanding reputation within the market place to hire a Senior Tax Manager on the Private Client Side.
We are currently looking for a Senior Manager in the Private Client Tax Advisory department of one of the Surrey Offices.
Reporting to the Tax Partner, Private Client and Trusts Director and Senior Partners in Surrey, the Senior Manager role will be to provide advisory & compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your primary role will be to deliver tax planning and advisory services in relation to private clients (these could possibly include: Non Dom & International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate planning).
The objective is for the team to deliver a full consultative, compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
The successful candidate will be a proven people manager and passionate about working with clients as this is vital for the role to be successful.
The Senior Manager will be required to provide a high quality service to the Partners including making a positive contribution to the development of the Firm’s Private Client offering.
Key to the role is an ability to grow the client base in this area.
You will be expected to develop strong client relationships and be able to delegate tasks and responsibilities within a team, supervise more junior staff and review their work.
Key responsibilities: Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
Involvement in any Revenue enquiry matters.
Review client base and identify additional opportunities.
Maintain regular communication with all clients and related 3rd parties Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees Prepare budgets, complete work within budget and report to Partners on any variances from budget, ensuring that all assignments are carried out in a timely fashion and in accordance with the Firm’s procedures.
Communicate directly with clients on the phone or in person where appropriate to resolve queries and develop relationships with them.
Any other ad hoc duties that may be required.
The
Person: CTA qualified.
High level of technical advisory expertise.
Self starter capable of motivating, driving and developing the team.
Able to demonstrate relevant practical experience in Private Client tax planning.
Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical point for clients to understand.
Ability to provide excellent client care.
Strong relationship building, networking and business development skills.
Thank you for your interest.
Senior Private Client Tax Manager - Leatherhead employer: ProTalent
ProTalent is an exceptional employer located in Hailsham, East Sussex, offering a dynamic work culture that prioritises client engagement and professional growth. With a focus on moving away from audit-heavy tasks, employees can take ownership of significant assignments while enjoying a supportive team environment and clear pathways to partnership. This role is perfect for qualified accountants seeking meaningful career advancement and the opportunity to work closely with directors.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager - Leatherhead
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as ProTalent, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Private Client Tax Manager - Leatherhead
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch ProTalent's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at ProTalent. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at ProTalent!
How to prepare for a job interview at ProTalent
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for ProTalent.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within ProTalent. It helps to show our commitment!
