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For Companies At a Glance
- Tasks: Manage a portfolio of private clients and provide expert 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.
- 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.
- Other info: Collaborative environment with a focus on long-term client relationships.
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 HNWI’s, 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 HNWI.
- 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 employer: Quest Recruitment Ltd
Contact Detail:
Quest Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client- Personal 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 dream job.
✨Tip Number 2
Practice makes perfect! Prepare for interviews by doing mock sessions with friends or family. Focus on common questions related to personal tax management and be ready to showcase your expertise and experience.
✨Tip Number 3
Show off your skills! Create a portfolio that highlights your achievements and projects you've worked on. This can really set you apart from other candidates and give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are eager to join us. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Private Client- Personal Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client- Personal Tax Manager role. Highlight your qualifications like CTA or ACA, and any relevant management experience you've got under your belt.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us. Mention specific experiences that demonstrate your ability to manage client portfolios and provide tax planning advice.
Showcase Your Soft Skills: We love candidates who can build long-term relationships with clients. Make sure to include examples of how you've successfully liaised with clients and HMRC in the past. Communication is key!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Quest Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your personal and trust tax knowledge. Be ready to discuss specific cases or scenarios where you've provided tax planning advice, especially for high-net-worth individuals. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your experience with long-term clients and how you’ve navigated complex tax issues. This is crucial as the role involves liaising with clients and HMRC, so demonstrating your communication skills is key.
✨Demonstrate Leadership Potential
Since you'll be managing a small team, think about times when you've led or mentored others. Share specific instances where you developed procedures or improved team performance. This will help illustrate your capability to manage and develop talent within the firm.
✨Be Ready for Technical Questions
Expect some technical questions related to IHT planning, trust setup, and remittance issues for non-doms. Prepare by reviewing recent changes in tax legislation and be ready to discuss how these might impact your clients. Showing that you stay updated with industry changes will impress your interviewers.
