At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Leading global professional services firm with a strong presence in the Channel Islands.
- Benefits: Competitive salary, hybrid working, health and wellbeing focus, and relocation support.
- Other info: Opportunities for career growth and international secondments.
- Why this job: Join a dynamic team and make a real impact on clients' wealth management.
- Qualifications: Qualified ACA, CA, ACCA, CTA, ATT or equivalent with tax knowledge.
The predicted salary is between 59400 - 72600 £ per year.
Our client is a leading global professional services firm with offices across the Crown Dependencies (Guernsey, Jersey and the Isle of Man), forming part of a wider island-based network of several thousand professionals spanning multiple offshore jurisdictions. The firm provides audit, tax and advisory services to a broad client base, with particular strength in insurance, asset management and international business.
The Family Office and Private Client (FOPC) tax team is recruiting a Private Client Tax Manager or Senior Manager to support the rapid growth of its private client offering. The successful candidate will be a key member of the team, heavily involved in growing the private client practice and maintaining relationships with valued clients.
The role
You will report directly to the Head of Family Office and Private Client, working closely with the wider tax department. You will manage a portfolio of private clients — including high-net-worth and ultra-high-net-worth individuals and the structures they use to manage their wealth. The role is a split between tax reporting and compliance services and the delivery of regular advice to clients within the portfolio, with external-facing scope in business development and networking.
Key responsibilities
- Regularly reviewing written tax advice in the form of memos, letters, reports and email correspondence
- Managing a diverse portfolio of individual clients with oversight of the tax reporting cycle, covering both Jersey and UK tax affairs
- Developing strong, trusted relationships within the Jersey fiduciary and private client market, including attending business events and hosting training sessions on private client topics
- Preparing proposal and tender documents for new client relationships and engagements
- Identifying and supporting business development opportunities, with guidance to build confidence in external networking and client engagement
- Managing engagement finances — work in progress, billing, cash collection and job budgeting
- Building strong internal relationships across service lines including international, corporate and AEOI, and with business services teams
- Acting as a central point of contact for clients, providing expert advice on the tax implications of their affairs
- Keeping up to date with local and international tax developments and assisting with client news bulletins
- Mentoring and coaching junior team members, including feedback and training
Requirements
- Qualified ACA, CA, ACCA, CTA, ATT or equivalent
- Competent knowledge of Jersey and UK personal tax issues, including income, capital gains, inheritance and other taxes
- Previous experience in a practice accounting environment, with familiarity with client onboarding and risk management procedures
- Excellent communication skills and the ability to engage effectively with clients and internal stakeholders
- A strong sense of initiative and a proven ability to manage large, varied projects with resilience under pressure
What's on offer
- A competitive remuneration package commensurate with qualifications and experience
- Hybrid working with an open-door culture and opportunities for secondments abroad
- A genuine emphasis on work-life balance, health and wellbeing
- Medical and pension schemes
- Visa sponsorship and relocation support for the successful candidate
Private Client Tax Manager / Senior Manager (Channel Islands) employer: Quix Recruitment Group
Join a prestigious global offshore law firm that values innovation and excellence in finance operations. With the flexibility to work remotely from Jersey, Guernsey, or the UK, you will be part of a collaborative culture that prioritises employee growth and development, offering unique opportunities to lead significant system transformations. This role not only allows you to make a direct impact on the firm's financial systems but also provides a supportive environment where your contributions are recognised and valued.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager / Senior Manager (Channel Islands)
✨Tap into Campus Networks
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We think you need these skills to ace Private Client Tax Manager / Senior Manager (Channel Islands)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Quix Recruitment Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Quix Recruitment Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Quix Recruitment Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Quix Recruitment Group.
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Since this is a full-time position, employers at Quix Recruitment Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Quix Recruitment Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
