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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 for professional development and mentoring junior team members.
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 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
Contact Detail:
PwC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨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. Building relationships can open doors to opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your technical skills and experience in private client taxation. Share specific examples of how you've managed complex portfolios and delivered exceptional service to clients.
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your experience aligns with their needs. Prepare questions to ask them too; it shows you're genuinely interested and engaged.
✨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, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Tax Manager role. Highlight your expertise in managing high net worth individuals and your technical knowledge in private client taxation.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've successfully managed client portfolios and provided exceptional service in the past.
Showcase Your Communication Skills: Since this role involves building strong relationships with clients, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language to convey your points.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at PwC
✨Know Your Tax Stuff
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 knowledgeable adviser.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high net worth individuals or similar portfolios. Highlight your ability to build long-term relationships and exceed client expectations. This is key for the role, so make it personal and relatable.
✨Demonstrate Organisational Prowess
Be ready to talk about how you manage multiple priorities and deadlines. Share specific strategies or tools you use to stay organised, as this role demands exceptional organisational skills. A well-structured approach can set you apart.
✨Engage with Confidence
Practice your communication skills before the interview. You’ll need to engage with clients regularly, so showing that you can communicate clearly and effectively is crucial. Think about how you can convey your proactive problem-solving abilities in a conversational way.
