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- Tasks: Manage high net worth client portfolios and provide expert tax guidance.
- Company: Dynamic firm focused on private client services with a supportive culture.
- Benefits: Flexible working, private medical cover, and generous volunteering days.
- Why this job: Join a growing team and make a real impact in clients' financial lives.
- Qualifications: Proven experience in private client taxation and strong communication skills.
- Other info: Opportunity to mentor juniors and enhance your professional development.
The predicted salary is between 36000 - 60000 £ per year.
About the Role: We are looking for an experienced and driven Private Client Manager to play a key role in our expanding team. The successful candidate will be responsible for managing a diverse portfolio of High Net worth individuals, Trusts and Partnerships acting as a trusted adviser in this area. This role requires strong technical expertise, exceptional organisational skills, and a proven ability to deliver end-to-end client service.
What your days will look like:
- Client Portfolio Management: Manage a portfolio of high net worth individuals, Trusts, Partnerships acting as their key point of contact and building strong, long-term relationships.
- Technical Expertise: Provide expert guidance on complex private client tax matters.
- End-to-End Responsibility: Take ownership of client delivery, including compliance, ad-hoc advisory work, billing and ensuring adherence to firmwide risk management procedures.
- Tax Compliance & Advisory: Oversee and review the preparation of complex tax computations and returns, while providing proactive advice on planning opportunities and wider tax issues.
- Team Development: Support and mentor junior team members, contributing to their professional development and enhancing the overall capability of the team.
- Client Interaction: Engage regularly with clients to anticipate needs, exceed expectations, and deliver exceptional service.
This role is for you if:
- Proven track record in a private client role with a strong technical expertise in private client taxation, with proven experience managing similar client portfolios.
- Highly organised with the ability to manage multiple priorities and deadlines effectively.
- Excellent communication and interpersonal skills, with the ability to develop trusted relationships with clients and colleagues.
- A proactive problem-solver with commercial awareness and attention to detail.
- Professionally qualified (CTA/ACA) or other equivalent experience.
What you'll receive from us: No matter where you may be in your career or personal life, our benefits are designed to add value and support, recognising and rewarding you fairly for your contributions. We offer a range of benefits including empowered flexibility and a working week split between office, home and client site; private medical cover and 24/7 access to a qualified virtual GP; six volunteering days a year and much more.
Private Client Tax Manager employer: PwC UK
Contact Detail:
PwC UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience managing high net worth clients. Be ready to share specific examples of how you've delivered exceptional service.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Understand their approach to client management and be ready to discuss how you can contribute to their team. Tailor your answers to show you're the perfect fit for their needs.
✨Tip Number 4
Don’t forget to apply through our website! We want to see your application and help you take the next step in your career. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Private Client Tax Manager. Highlight your experience with high net worth individuals and any relevant qualifications like CTA or ACA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client taxation and how you can contribute to our team. Be sure to mention specific experiences that demonstrate your technical expertise and client management skills.
Showcase Your Communication Skills: Since this role involves building strong relationships, make sure your application reflects your excellent communication skills. Whether it's through your writing style or examples of past client interactions, we want to see how you connect with others.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're keen on joining our team at StudySmarter!
How to prepare for a job interview at PwC UK
✨Know Your Tax Stuff
Make sure you brush up on your technical expertise in private client taxation. Be ready to discuss complex tax matters and demonstrate your understanding of compliance and advisory work. This will show that you're not just a candidate, but a potential trusted adviser.
✨Showcase Your Organisational Skills
Prepare examples that highlight your ability to manage multiple priorities and deadlines. Think of specific situations where you successfully juggled various tasks or projects, as this will resonate well with the interviewers looking for someone highly organised.
✨Build Rapport with Clients
During the interview, emphasise your communication and interpersonal skills. Share stories about how you've developed strong relationships with clients in the past, as this role is all about client interaction and exceeding expectations.
✨Mentorship Matters
If you've had experience mentoring junior team members, be sure to mention it. Discuss how you've contributed to their professional development, as this shows your commitment to team growth and aligns with the company's values.
