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- Tasks: Lead a team in delivering top-notch tax compliance and advisory services to high-net-worth clients.
- Company: Join a firm committed to your professional growth and success in the tax sector.
- Benefits: Enjoy a competitive salary, comprehensive benefits, and flexible working culture.
- Why this job: Shape the future of Private Client Tax while mentoring others and tackling complex challenges.
- Qualifications: Must have previous experience, be ATT or CTA qualified, and possess strong leadership skills.
- Other info: This role requires eligibility to work in the UK full-time without restrictions.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
- 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 of Private Client Tax Senior Manager/ Director, you will have/be:
- 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.
If you are enthusiastic 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, 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 Senior Manager / Director 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 Senior Manager / Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can often lead to job opportunities that aren't advertised.
✨Tip Number 2
Stay updated on the latest tax legislation and trends affecting high-net-worth individuals and trust taxation. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of StudySmarter to gain insights into the company culture and expectations for the Private Client Tax Senior Manager/Director role. This can help you tailor your approach and show genuine interest.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and resolved complex tax issues in previous roles. Highlighting your problem-solving skills and leadership experience will set you apart from other candidates.
We think you need these skills to ace Private Client Tax Senior Manager / Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in trust taxation and leadership roles. Use specific examples that demonstrate your ability to manage client relationships and deliver high-level advisory services.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your qualifications, particularly your ATT or CTA certification, and how your proactive problem-solving skills can benefit their Private Client Tax function.
Showcase Relevant Experience: When detailing your work history, focus on your previous roles that align with the responsibilities of the Private Client Tax Senior Manager/Director position. Highlight any experience you have with inheritance tax planning and managing high-net-worth clients.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors. A polished application reflects your attention to detail, which is crucial in the tax advisory field.
How to prepare for a job interview at Sheridan Maine South
✨Showcase Your Expertise
Make sure to highlight your experience in trust taxation and any relevant qualifications like ATT or CTA. Be prepared to discuss specific cases where you've successfully advised high-net-worth clients on complex tax issues.
✨Demonstrate Leadership Skills
As a Senior Manager or Director, you'll need to lead a team. Share examples of how you've mentored colleagues or resolved team conflicts. This will show your potential employer that you can foster a positive and productive work environment.
✨Prepare for Client Scenarios
Expect to be asked about how you would handle various client situations. Think through potential challenges you might face with trust structures or inheritance tax planning, and be ready to present your problem-solving strategies.
✨Understand the Firm's Culture
Research the firm's values and culture before the interview. Be ready to discuss how your personal values align with theirs, especially regarding their commitment to professional growth and client service.
