At a Glance
- 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.
- Other info: Enjoy social events and career progression within a dynamic team.
- Why this job: Make a real impact while working with high-net-worth individuals and complex tax issues.
- Qualifications: CTA or ACA qualified with at least 5 years of relevant management experience.
The predicted salary is between 60000 - 80000 £ 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.
- Pension scheme.
- Life assurance scheme.
- Cash back health scheme.
- 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
Join a dynamic and supportive team at our independent agency, where your role as a Remote Recruitment Consultant will be both rewarding and impactful. With a strong focus on employee growth, we offer comprehensive training, clear career progression, and the opportunity to build your own client base in the thriving construction recruitment market. Enjoy the benefits of flexible remote work, free parking, and a vibrant team culture that values collaboration and success.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal and trust tax. Be ready to discuss specific cases you've handled, especially those involving HNWIs and complex remittance issues. Show us you know your stuff!
✨Tip Number 3
Don’t forget to showcase your soft skills! Building long-term client relationships is key, so be prepared to talk about how you’ve successfully managed client expectations and delivered exceptional service in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our team and contributing to our global Tax Advisory service.
We think you need these skills to ace Private Client Tax Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your relevant experience with HNWIs, trusts, and personal tax planning. We want to see how your skills match what we're looking for!
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. Mention specific experiences that relate to the responsibilities listed in the job description.
Showcase Your Qualifications:Don’t forget to mention your CTA or ACA qualifications and any relevant tax experience. We’re keen on seeing how your background aligns with our needs, so make it clear!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Quest Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your personal and trust tax knowledge. Be ready to discuss specific cases or scenarios you've handled, especially those involving HNWIs and complex remittance issues. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Prepare examples of how you've built and maintained long-term client relationships. Highlight any experiences where you’ve worked on a fee basis, as this is crucial for the role. Demonstrating your ability to manage a portfolio effectively will set you apart.
✨Familiarise Yourself with Relevant Software
Since a good level of computer literacy is required, make sure you’re comfortable with the software products mentioned in the job description. If there are specific tools you know well, be ready to discuss how you’ve used them to enhance your work efficiency.
✨Be Ready for Scenario Questions
Expect questions that require you to think on your feet, especially around IHT planning and trust setups. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to provide sound advice under pressure.
