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- Tasks: Manage a diverse portfolio of high-net-worth clients and deliver tailored tax advice.
- Company: Join a top-tier tax and accountancy firm known for its expertise in Private Client and international tax.
- Benefits: Enjoy flexible working arrangements, clear career progression, and a supportive team environment.
- Why this job: This role offers autonomy, exposure to complex work, and the chance to mentor junior staff.
- Qualifications: CTA and/or STEP qualified with strong UK personal tax knowledge and client management experience.
- Other info: Be part of a collaborative culture that values individual contributions and professional growth.
The predicted salary is between 48000 - 72000 £ per year.
Job Description
- Manage a diverse portfolio of high-net-worth individuals, trusts, and estates.
- Deliver tailored tax advice across areas such as IHT, CGT, income tax, and probate.
- Review complex tax compliance work and support quality assurance.
- Build and maintain long-term client relationships.
- Lead on advisory projects and identify tax planning opportunities.
- Collaborate with internal teams and help mentor junior staff.
- Engage in technical discussions and keep up to date with relevant legislation.
To be considered for the role of Private Client Tax Manager, you will require:
- CTA and/or STEP qualified (or qualified by experience).
- Strong technical grounding in UK personal tax, with a particular interest in trusts and estates.
- Confident working with minimal oversight – a self-starter who enjoys autonomy.
- Experience managing client relationships and delivering advisory work.
- A proactive mindset with a passion for developing others and growing within a team.
- Excellent communication skills and attention to detail.
What’s on Offer:
- A genuinely autonomous position with significant responsibility.
- Exposure to complex and high-value tax work well above grade.
- No barriers to taking on new and varied work.
- A technically excellent team offering great peer support.
- Clear and achievable career progression opportunities.
- Flexible working arrangements across London and Kent offices.
If you’re passionate about this position or are keen to hear more, please click on “apply” as soon as possible.You are required to be eligible to work in the UK full time without restriction.Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
Private Client Tax Manager employer: Sheridan Maine South
Contact Detail:
Sheridan Maine South Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network with professionals in the tax and accountancy field, especially those who specialise in private client work. Attend industry events or webinars to connect with potential colleagues and learn more about the firm’s culture.
✨Tip Number 2
Familiarise yourself with the latest developments in UK personal tax legislation, particularly around trusts and estates. This will not only enhance your knowledge but also demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience managing client relationships and delivering advisory work during the interview. Think of specific examples that showcase your ability to provide tailored advice and build long-term connections.
✨Tip Number 4
Showcase your proactive mindset by thinking of ways you can contribute to the team’s success. Consider how you might mentor junior staff or lead on advisory projects, as this aligns with the firm’s collaborative environment.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in managing high-net-worth clients and your expertise in UK personal tax, particularly in trusts and estates. Use specific examples to demonstrate your skills and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the firm. Mention your qualifications (CTA and/or STEP) and how your proactive mindset aligns with their collaborative environment. Be sure to express your enthusiasm for mentoring junior staff.
Highlight Relevant Experience: In your application, emphasise your experience in delivering tailored tax advice and managing client relationships. Discuss any advisory projects you've led and the outcomes achieved, as this will resonate with the firm's focus on high-value work.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples of how you've effectively communicated complex tax issues to clients or colleagues. This could include presentations, reports, or successful negotiations.
How to prepare for a job interview at Sheridan Maine South
✨Showcase Your Technical Knowledge
As a Private Client Tax Manager, you'll need to demonstrate a strong understanding of UK personal tax, particularly in areas like IHT, CGT, and trusts. Prepare to discuss specific cases or scenarios where you've successfully navigated complex tax issues.
✨Highlight Your Client Management Skills
This role requires managing a diverse portfolio of high-net-worth individuals and trusts. Be ready to share examples of how you've built and maintained long-term client relationships, and how you approach delivering tailored advice.
✨Emphasise Your Autonomy and Proactivity
The firm values self-starters who can work with minimal oversight. Prepare to discuss instances where you've taken the initiative on projects or led advisory work, showcasing your ability to thrive in an autonomous environment.
✨Demonstrate Your Mentoring Abilities
As part of the role, you'll be expected to mentor junior staff. Think of examples where you've supported or developed others in your team, and be ready to discuss your approach to fostering growth and collaboration.
