Senior Private Client Tax Manager - HNWI and Trusts
Senior Private Client Tax Manager - HNWI and Trusts

Senior Private Client Tax Manager - HNWI and Trusts

Full-Time 48000 - 72000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage a portfolio of high-net-worth clients and provide expert tax planning advice.
  • Company: Leading tax advisory firm in Greater London with a focus on client success.
  • Benefits: Competitive salary, hybrid working options, and professional development opportunities.
  • Why this job: Advance your career in a dynamic environment while making a real impact.
  • Qualifications: CTA or ACA qualification and 5+ years of management experience.

The predicted salary is between 48000 - 72000 Β£ per year.

A leading tax advisory firm in Greater London is seeking a Private Client Tax Manager. The role involves managing a portfolio of high-net-worth individuals and providing specialist tax planning advice.

Candidates should hold a CTA or ACA qualification and possess at least 5 years of management experience. The firm offers a competitive salary, hybrid working arrangements, and opportunities for professional development. Ideal for those looking to advance their career in a dynamic environment.

Senior Private Client Tax Manager - HNWI and Trusts employer: Quest Recruitment Ltd

As a leading tax advisory firm in Greater London, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. With competitive salaries, hybrid working arrangements, and ample opportunities for professional development, we are dedicated to supporting your career growth while you manage a diverse portfolio of high-net-worth clients. Join us to be part of a dynamic team where your expertise is valued and your contributions make a real impact.
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Contact Detail:

Quest Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Private Client Tax Manager - HNWI and Trusts

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with high-net-worth individuals. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your technical knowledge and recent tax legislation. We want you to shine when discussing specialist tax planning advice, so practice common interview questions related to HNWI and trusts.

✨Tip Number 3

Showcase your management experience! Be ready to share specific examples of how you've successfully managed teams or portfolios in the past. This will demonstrate your leadership skills and ability to handle a diverse client base.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our firm.

We think you need these skills to ace Senior Private Client Tax Manager - HNWI and Trusts

Tax Planning
Portfolio Management
High-Net-Worth Individual (HNWI) Advisory
Trusts Expertise
CTA Qualification
ACA Qualification
Management Experience
Professional Development
Communication Skills
Client Relationship Management
Analytical Skills
Attention to Detail
Problem-Solving Skills
Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights your experience with high-net-worth individuals and trusts. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA or ACA qualifications!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of your management experience and how you’ve provided tax planning advice in the past.

Showcase Your Professional Development: We love candidates who are keen on growth! Mention any relevant training or courses you’ve completed that relate to tax advisory or client management. It shows us you’re serious about advancing your career.

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 this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at Quest Recruitment Ltd

✨Know Your Tax Stuff

Make sure you brush up on the latest tax regulations and planning strategies, especially those relevant to high-net-worth individuals and trusts. Being able to discuss recent changes or trends in tax law will show your expertise and enthusiasm for the role.

✨Showcase Your Management Skills

Since the role requires at least 5 years of management experience, be ready to share specific examples of how you've successfully led teams or managed client portfolios. Highlight any challenges you faced and how you overcame them to demonstrate your leadership capabilities.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare insightful questions about the firm's approach to tax planning for HNWIs and how they support professional development. This shows your genuine interest in the firm and helps you assess if it's the right fit for you.

✨Dress the Part

Even if the firm offers hybrid working arrangements, it's important to dress professionally for the interview. A smart appearance can make a great first impression and reflects your seriousness about the position.

Senior Private Client Tax Manager - HNWI and Trusts
Quest Recruitment Ltd
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