At a Glance
- Tasks: Manage high-net-worth client portfolios and provide expert tax advice.
- Company: Prestigious Chartered Accountancy firm in Central London.
- Benefits: Competitive salary, career development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth and collaboration.
- Why this job: Join a respected firm and make a real impact on clients' financial success.
- Qualifications: CTA qualified with significant private client tax experience.
The predicted salary is between 51750 - 63250 £ per year.
- Senior Private Client Tax Manager
- Job Type: Full-time, Permanent
- “Life is as grand as you make it.”
Sheridan Maine is delighted to be recruiting on behalf of a highly regarded Chartered Accountancy firm based in Central London for a Senior Private Client Tax Manager.
This is an excellent opportunity for an experienced private client tax professional to join a prestigious and growing practice, working with a diverse portfolio of high-net-worth individuals, entrepreneurs, business owners and family groups.
The role offers the opportunity to take ownership of complex private client matters, providing high-quality compliance and advisory services while developing strong, long-term client relationships.
As Senior Private Client Tax Manager, you will be responsible for
- Managing a portfolio of high-net-worth private clients, providing a full range of personal tax services.
- Overseeing the preparation and review of complex self-assessment tax returns.
- Providing proactive tax planning advice across areas including income tax, capital gains tax, inheritance tax and succession planning.
- Advising clients on tax-efficient structures and opportunities.
- Managing HMRC enquiries and correspondence.
- Building trusted relationships with clients and acting as a key point of contact.
- Identifying opportunities to add value through advisory services.
- Reviewing work prepared by junior team members and providing technical guidance and support.
- Supporting the wider tax team with complex projects and assignments.
The successful candidate will ideally have
- CTA qualified (or equivalent) with significant private client tax experience.
- Proven experience gained within a Chartered Accountancy firm or professional services environment.
- Strong technical knowledge of UK personal tax legislation.
- Experience managing complex private client portfolios, including high-net-worth individuals.
- A strong understanding of tax planning, trusts, estates and succession matters.
- Excellent communication and relationship-building skills, with the ability to advise clients confidently.
- A commercial approach with the ability to identify opportunities and deliver tailored solutions.
What's on Offer
- Competitive salary package based on experience.
- Opportunity to join a highly respected Chartered Accountancy firm in Central London.
- Exposure to a diverse and interesting portfolio of private clients.
- A varied role combining compliance, advisory and client relationship management.
- Supportive and collaborative working environment.
- Excellent career development opportunities.
This is a fantastic opportunity for a Senior Private Client Tax Manager seeking a challenging and rewarding role within a leading accountancy practice where expertise and client relationships are highly valued.
You are required to be eligible to work in the UK full time without restriction.
#J-18808-Ljbffr
Senior Private Client Tax Manager employer: Sheridan Maine (Midlands)
Join a dynamic and inclusive team in Wolverhampton as a Payroll Manager, where your expertise will be valued and rewarded. With a comprehensive benefits package and a hybrid working model, this role offers the perfect balance of professional growth and personal well-being. You'll lead a dedicated payroll team, ensuring compliance and accuracy while enjoying opportunities for continuous improvement in a supportive work culture that prioritises employee satisfaction.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Manager
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as Sheridan Maine (Midlands), on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Senior Private Client Tax Manager
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch Sheridan Maine (Midlands)'s eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at Sheridan Maine (Midlands). Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at Sheridan Maine (Midlands)!
How to prepare for a job interview at Sheridan Maine (Midlands)
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for Sheridan Maine (Midlands).
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within Sheridan Maine (Midlands). It helps to show our commitment!
