At a Glance
- Tasks: Manage a portfolio of private clients and provide expert tax planning advice.
- Company: Dynamic firm with a global Tax Advisory service and a supportive culture.
- Benefits: Competitive salary, hybrid working, generous holiday, and professional development opportunities.
- Other info: Engage with diverse clients and enjoy social events throughout the year.
- Why this job: Join a team that values your expertise and offers real career progression.
- Qualifications: CTA or ACA qualified with at least 5 years of relevant experience.
The predicted salary is between 48000 - 72000 £ per year.
We are looking for a Private Client Tax Manager. This is an important role in the development of the Firm's global Tax Advisory service.
Main responsibilities:
- Manage a portfolio of private clients including HNWIs, nondomiciled 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.
- Advise on UK property purchase structure for HNWIs.
- Advise on Tax Schemes entered into by personal tax clients and options for settlement.
- Advise on complex remittance issues for non-doms.
What we are looking for:
- Strong level of knowledge and understanding of personal and trust tax.
- CTA or ACA qualified with relevant tax experience.
- 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.
What we can offer you:
- Exposure to a variety of clients including retail, media, technology, not for profit, education, leisure and hospitality.
- Potential to progress with the Firm. Some of our Partners trained with the Firm on our graduate training programme.
- Hybrid working arrangement with a requirement to attend the office for a minimum of 2 days per week.
- Competitive salary, reviewed annually in July.
- 20 days paid holiday (increased by 1 day for each complete year of service to 30 June up to a maximum of 5 days) + Bank Holidays + 3 or 4 Christmas closure days.
- Opportunity to buy/sell annual leave.
- 1 Professional subscription paid by the Firm.
- Season ticket loans.
- CSR day paid by the Firm.
- Opportunity to meet colleagues outside of work at various social events organised by the Staff Action Team throughout the year.
Private Client 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 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 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!
