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- Tasks: Deliver top-notch tax compliance and advisory services to high-net-worth clients.
- Company: Dynamic firm focused on professional growth and client success.
- Benefits: Competitive salary, comprehensive benefits, and outstanding training opportunities.
- Why this job: Shape the future of Private Client Tax while mentoring a talented team.
- Qualifications: Experience in trust taxation and strong leadership skills required.
- Other info: Flexible culture with excellent career development prospects.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As the Private Client Tax Senior Manager or Director, you will deliver outstanding tax compliance and advisory service to a diverse portfolio of private client tax clients. This includes advising on complex trust structures, inheritance tax planning, and succession strategies, ensuring tailored solutions for high-net-worth individuals, families, and trustees. This is a pivotal hire, offering the opportunity to play a key role in the firm's Private Client Tax function and to shape its future growth.
Responsibilities
- Ensure compliance with legislative and ethical standards within the Trust team.
- Resolve client issues efficiently, meeting timescales and budgets.
- Lead and develop a team of advisors.
- Liaise with trustees, beneficiaries, individuals, and intermediaries to provide top-tier service.
- Act as principal on a portfolio of trust and high-net-worth clients, reviewing and signing off advice.
- Support team growth and expansion of the trust business.
- Meet with clients to assess and advise on tax planning, overseeing delivery by team members.
- Collaborate with Private Client tax partners to identify key opportunities and risks.
- Promote firm-wide services, especially financial planning.
- Ensure work is allocated effectively and departmental targets are met.
- Assist in the running of the trust corporation.
To be considered for the role, you will have:
- Previous experience in a similar role.
- ATT or CTA qualified (or equivalent) with up-to-date technical knowledge.
- Leadership experience, with a desire to mentor and develop colleagues.
- Strong client relationship skills and a proven history of delivering high-level advisory services.
- Proactive and strong problem-solving skills.
What is on Offer:
- Competitive salary and comprehensive benefit package.
- Outstanding training and development programmes.
- Supportive and flexible culture.
- Opportunities for career development.
You are required to be eligible to work in the UK full-time without restriction. Due to the high volume of applications, it is not always possible to respond to unsuccessful applicants. If we have not responded within five days, please assume that your application has not been successful on this occasion.
Private Client Tax Senior Manager or Director employer: Sheridan Maine - Accountancy & Finance Recruitment
Contact Detail:
Sheridan Maine - Accountancy & Finance Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager or Director
✨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 former colleagues or mentors. Building relationships can open doors to opportunities that aren’t even advertised.
✨Showcase Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience in trust taxation and advisory services. Share specific examples of how you've tackled complex issues and delivered tailored solutions for high-net-worth clients. This will set you apart from the crowd!
✨Prepare for Interviews
Do your homework before any interview! Understand the firm’s values, recent projects, and their approach to private client tax. Prepare thoughtful questions that show your interest and knowledge. This will demonstrate that you’re not just looking for any job, but that you’re genuinely interested in contributing to their success.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team and are keen on being part of our supportive culture.
We think you need these skills to ace Private Client Tax Senior Manager or Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Senior Manager or Director role. Highlight your expertise in trust taxation and any leadership experience you've had, as this will show us you're the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about private client tax and how your background aligns with our firm's goals. Be sure to mention any relevant achievements that demonstrate your problem-solving skills and client relationship management.
Showcase Your Technical Knowledge: Since this role requires up-to-date technical knowledge, make sure to include any recent training or qualifications, like ATT or CTA. We want to see that you’re not just experienced but also committed to staying current in the field.
Apply Through Our Website: We encourage you to apply directly through our website. This way, your application will be processed more efficiently, and you'll have the best chance of standing out to us. Plus, it’s super easy!
How to prepare for a job interview at Sheridan Maine - Accountancy & Finance Recruitment
✨Know Your Tax Stuff
Make sure you're up to speed with the latest in trust taxation and inheritance tax planning. Brush up on complex trust structures and be ready to discuss how you've tackled these in your previous roles. This shows you’re not just qualified, but genuinely engaged with the subject.
✨Showcase Your Leadership Skills
As a Senior Manager or Director, you'll need to lead a team. Prepare examples of how you've developed and mentored colleagues in the past. Highlight specific instances where your leadership made a difference, whether it was resolving client issues or meeting departmental targets.
✨Client Relationship Focus
Be ready to talk about your experience with high-net-worth clients. Share stories that demonstrate your ability to build strong relationships and deliver tailored solutions. This is crucial for the role, so think of examples that showcase your client management skills.
✨Prepare Questions
Interviews are a two-way street! Prepare insightful questions about the firm’s growth plans and how they support professional development. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career goals.
