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- Tasks: Manage a diverse portfolio of private clients and provide expert tax planning advice.
- Company: Join a leading firm with a global Tax Advisory service and a supportive culture.
- Benefits: Competitive salary, hybrid working, generous holiday, and professional development opportunities.
- Why this job: Make a real impact by advising high-net-worth individuals and shaping their financial futures.
- Qualifications: CTA or ACA qualified with at least 5 years of relevant tax experience.
- Other info: Enjoy social events and career progression in a dynamic work environment.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Private Client Tax Manager - This is an important role in the development of the Firms 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 etc.
- 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 employer: Quest Recruitment Ltd
Contact Detail:
Quest Recruitment Ltd 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. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your knowledge of personal and trust tax. Share specific examples of how you've managed client portfolios or tackled complex tax issues. We want to see your skills in action!
✨Prepare for the Interview
Do your homework before the interview! Research the firm’s services and recent news related to tax advisory. We want you to come across as informed and genuinely interested in the role. Plus, prepare some questions to ask them – it shows you’re 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. Let’s make this happen!
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 specific skills and experiences that match the Private Client Tax Manager role. Highlight your knowledge of personal and trust tax, and any relevant qualifications like CTA or ACA.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share your passion for tax advisory services and how your experience aligns with managing high-net-worth individuals and complex tax issues.
Showcase Your Client Relationship Skills: We want to see your ability to build long-term relationships with clients. Include examples of how you've successfully managed client portfolios and provided tailored advice in your previous roles.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
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 HNWIs and non-doms. 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 built and maintained long-term client relationships. Talk about your experience working on a fee basis and how you’ve successfully managed client expectations. This is crucial for a role that involves managing a portfolio of private clients.
✨Be Ready for Technical Questions
Expect questions on IHT planning, trust setups, and UK property purchase structures. Brush up on recent changes in tax legislation that could affect your clients. Demonstrating your technical expertise will help you stand out as a knowledgeable candidate.
✨Familiarise Yourself with the Firm
Research the firm’s services and their approach to HMRC enquiries and investigations. Understanding their client base and how they operate will allow you to tailor your answers and show that you’re genuinely interested in contributing to their success.
