At a Glance
- Tasks: Manage a portfolio of private clients and provide specialist personal tax planning advice.
- Company: Dynamic firm committed to investing in your growth and skills development.
- Benefits: Structured training, mentoring, competitive salary, and opportunities for career advancement.
- Other info: Collaborative environment with a focus on long-term client relationships.
- Why this job: Join a supportive team and make a real impact in personal tax management.
- Qualifications: CTA or ACA qualified with 5+ years of relevant management experience.
The predicted salary is between 36000 - 60000 £ per year.
About us
If you are looking to work with a firm that will challenge you and are willing to work hard to enhance your skills to further your potential, then you are the type of individual that we are looking for. Whether you are ready to move up a level in your career, or looking for a change of direction, if you have the determination to succeed we will support you along the way.
We are committed to investing in its people, in a variety of structured and less formal ways, from training programmes to one-to-one mentoring and feedback on a project by project basis. This combination of learning, whatever your role, means that you will have the opportunity to keep expanding your skillset and developing new talents.
Main Duties and Responsibilities:
- Manage a portfolio of private clients including HNWIs, non-domiciled individuals, UK Trusts and company directors.
- Provide specialist ad hoc personal tax planning advice to compliance clients.
- Advise on IHT planning and trust set up.
- Promote the services of the Firm in relation to HMRC enquiries and investigations into the affairs of personal and trust clients across the Firm.
- Liaise with clients and HM Revenue & Customs and attend meetings with both.
- An understanding of wider corporate/transaction taxes would be desirable, but not essential.
- Advise on UK property purchase structure for HNWIs.
- Advise on Tax Schemes entered into by personal tax clients and options for settlement etc.
- Advise on complex remittance issues for non-doms.
- Develop and implement new procedures consistent with current policies or existing principles.
- Manage and develop a small team of tax professionals within the London office.
- Manage working capital on own portfolio including WIP recovery, billing and debt collection.
Qualifications and Experience:
- Strong level of knowledge and understanding of personal and trust tax.
- CTA or ACA qualified.
- Experience of working at a senior level, normally consisting of a minimum of 5 years' relevant management experience in a specialist field or within an accountancy practice.
- Demonstrable experience of working on long term client relationships and of working on a fee basis with clients.
- Good level of computer literacy which should include up-to-date working knowledge of relevant software products and MS Office products.
- Good knowledge of the full range of the firm's services and the external environment to be able to maximise opportunities for the business.
Private Client- Personal Tax Manager in London employer: Quest Recruitment Ltd
As a leading chartered accountancy firm, we pride ourselves on fostering a supportive and collaborative work culture that encourages professional growth and development. Our Chelmsford and Stratford offices offer a vibrant environment where qualified accountants can thrive, with competitive salaries and opportunities to engage in diverse audit and accounts services for a variety of business clients. Join us to be part of a dynamic team dedicated to delivering exceptional client service while advancing your career in a rewarding setting.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client- Personal Tax Manager in London
✨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 Quest Recruitment Ltd, 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 Private Client- Personal Tax Manager in London
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 Quest Recruitment Ltd'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 Quest Recruitment Ltd. 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 Quest Recruitment Ltd!
How to prepare for a job interview at Quest Recruitment Ltd
✨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 Quest Recruitment Ltd.
✨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 Quest Recruitment Ltd. It helps to show our commitment!
