At a Glance
- Tasks: Lead a dynamic tax team, providing bespoke advice to private clients and managing complex relationships.
- Company: Join a growing consulting firm with a collaborative culture and diverse client portfolio.
- Benefits: Enjoy competitive salary, excellent benefits, hybrid working, and professional development opportunities.
- Other info: Flexible working arrangements and genuine career progression await you.
- Why this job: Make a real impact in a senior role while shaping the future of private client tax services.
- Qualifications: CTA qualified with strong experience in private client tax advisory and team leadership.
The predicted salary is between 50000 - 60000 £ per year.
Are you an experienced Private Client Tax professional looking for a senior opportunity where you can deliver specialist advice, develop strong client relationships and play a key role in the continued growth of a successful tax team? We are seeking a Private Client Tax Senior Manager to join an expanding tax function. This is an excellent opportunity for a technically strong tax adviser who enjoys working with complex client matters, delivering bespoke tax solutions and supporting the development of colleagues within a collaborative and ambitious environment.
You will work closely with senior stakeholders and a varied portfolio of private clients, providing proactive tax advice while contributing to business development and the continued success of the wider tax team.
The Role
As a Private Client Tax Senior Manager, you will take responsibility for managing client relationships, delivering advisory projects and supporting the growth of the private client tax offering. Key responsibilities will include:
- Providing specialist private client tax advice to individuals, families and business owners.
- Supporting the delivery of complex tax planning and advisory assignments.
- Identifying opportunities to provide proactive tax solutions across an existing client portfolio.
- Managing a portfolio of clients and acting as a trusted adviser on a wide range of personal tax matters.
- Preparing proposals, scopes of work and budgets for advisory assignments.
- Ensuring all client work is delivered to a high technical standard and within agreed deadlines.
- Managing risk and ensuring appropriate review procedures are followed across all projects.
- Working collaboratively with colleagues across tax, accounts and advisory teams to deliver a comprehensive service.
- Supporting business development activity through networking, client meetings and identifying new opportunities.
- Managing, coaching and developing junior members of the tax team.
- Supporting the continued development and growth of the private client tax service line.
About You
- CTA qualification (or equivalent) successfully completed.
- Strong experience within private client tax advisory work, ideally gained within an accountancy practice environment.
- Excellent technical knowledge and the ability to provide commercially focused tax advice.
- Experience managing complex client relationships and delivering high-quality advisory services.
- Previous experience leading, mentoring or developing junior team members.
- Strong communication skills with the ability to build relationships with clients and colleagues at all levels.
- Excellent organisational skills with the ability to manage multiple priorities and deadlines.
- A proactive approach with the ability to identify opportunities and contribute to business growth.
What's on Offer
- Competitive salary with an excellent benefits package.
- Hybrid and flexible working arrangements.
- Opportunity to work with a diverse and interesting private client portfolio.
- Genuine career progression within a growing tax team.
- Investment in professional development and technical training.
- A supportive and collaborative working environment.
- The opportunity to play a key role in shaping and developing a successful private client tax offering.
This is an excellent opportunity for an experienced Private Client Tax Manager or Senior Manager looking for a role offering technical challenge, client ownership and the opportunity to make a significant impact within a growing advisory team.
Senior Private Client Tax Leader — Hybrid in Hambleton employer: SI Recruitment
As a leading professional services business, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our employees benefit from ongoing training and development opportunities, ensuring they grow alongside the company while enjoying a supportive environment that prioritises exceptional client service and relationship building. Located in a vibrant area, we offer a unique chance to thrive in your career while making a meaningful impact in the commercial insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Private Client Tax Leader — Hybrid in Hambleton
✨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 SI Recruitment, 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 Leader — Hybrid in Hambleton
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 SI Recruitment'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 SI Recruitment. 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 SI Recruitment!
How to prepare for a job interview at SI Recruitment
✨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 SI Recruitment.
✨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 SI Recruitment. It helps to show our commitment!
