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- Tasks: Manage a portfolio of private clients and provide expert tax planning advice.
- Company: Leading recruitment agency with a focus on personal tax management.
- Benefits: Competitive salary and a dynamic work environment.
- Why this job: Develop your skills while working with high-net-worth individuals.
- Qualifications: CTA or ACA qualified with 5+ years of client relationship management experience.
- Other info: Opportunity for professional growth in a supportive team.
The predicted salary is between 43200 - 72000 £ per year.
A leading recruitment agency is seeking a Personal Tax Manager to manage a portfolio of private clients, providing specialist tax planning advice.
The ideal candidate will possess strong knowledge of personal and trust tax, be CTA or ACA qualified, and have a minimum of 5 years' experience in managing client relationships.
This role includes the opportunity to develop your skills and work with high-net-worth individuals. Competitive salary and dynamic work environment offered.
Private Client Tax Manager: Lead HNWI & Trust Planning 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: Lead HNWI & Trust Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and finance sectors. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!
✨Tip Number 2
Showcase your expertise! Prepare a portfolio that highlights your experience with personal and trust tax planning. Use real-life examples to demonstrate how you've successfully managed client relationships in the past.
✨Tip Number 3
Practice makes perfect! Get ready for interviews by rehearsing common questions related to tax management and client advisory roles. We suggest doing mock interviews with friends or mentors to boost your confidence.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight your qualifications and experience in managing high-net-worth individuals and trust planning.
We think you need these skills to ace Private Client Tax Manager: Lead HNWI & Trust Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your knowledge of personal and trust tax, and don’t forget to showcase your qualifications like CTA or ACA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for managing a portfolio of private clients. Share specific examples of your experience with high-net-worth individuals to grab our attention.
Showcase Your Client Relationship Skills: Since this role involves managing client relationships, make sure to emphasise your experience in this area. We want to see how you've successfully built and maintained relationships with clients in the past.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates from us!
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 tax planning strategies you've implemented in the past, especially those that benefited high-net-worth individuals. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships over the years. Think about challenges you've faced and how you resolved them. This will demonstrate your ability to handle a portfolio of private clients effectively.
✨Get Familiar with the Company
Research the recruitment agency and understand their values and the type of clients they work with. Tailor your answers to reflect how your skills align with their mission and the needs of high-net-worth individuals.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the types of clients you'll be working with, or the opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
