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For Companies At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Dynamic mid-tier firm in London's vibrant West End with a family business ethos.
- Benefits: Private medical insurance, generous leave, flexible working, and regular social events.
- Other info: Flexible working options and a supportive environment for career growth.
- Why this job: Join a collaborative team and make a real impact on exciting client projects.
- Qualifications: CTA qualified with strong communication skills and a passion for client service.
The predicted salary is between 36000 - 60000 £ per year.
We are a mid-tier firm of chartered accountants, business management specialists and corporate and private client advisors based in London’s vibrant West End. The business has bloomed through organic growth and strategic acquisition to a 215-strong staff across four divisions working worldwide. Our services are diverse, multi-disciplined and multi-jurisdictional. From premium restaurants, prime property and international corporates, to established names in music, entertainment and sport, we have an inspiringly diverse client base that is rewarding and exciting. Founded on the principles of a family business, people are the beating heart of SRLV. Relationships of trust, whether with our staff, clients or professional network, come first. When expanding our team, we look for inherent ability, energy and drive. Intelligent, interested, considered people who want to be seen and respected as individuals, who will collaborate and add another dimension to the high quality service we deliver and the team we are. We see everyone as individuals, valuing unique traits and special strengths. Our diverse workforce, where over 20 languages are spoken, has a breadth of cultural experience from which we all learn. Unique insights and alternative ways of thinking keep our approach fresh and our minds open.
THE ROLE
With the firm’s growth has come an opportunity for a CTA qualified Manager to provide high level tax support to the Partners and manage a portfolio of clients together with ad-hoc consultancy work. This is an extremely varied role and as such, requires an individual who is keen to get involved in all areas of their clients’ taxation requirements, both compliance and advisory. This opportunity will appeal to an ambitious tax professional looking for a diverse and interesting portfolio with plenty of client contact.
KEY RESPONSIBILITIES
- Taking responsibility for the management of a portfolio of approximately 100 predominantly HNWI and OMB clients
- Building strong and successful relationships and providing expert, timely and comprehensive advice face to face and via phone and email
- Working successfully with other Managers, more senior staff and Partners across the firm to ensure that all deadlines and client expectations are met, highlighting any delivery issues and suggesting approach to rectify
- Regularly updating the Partners to discuss client issues or concerns and managing their input as appropriate
- Providing proactive and innovative solutions to clients
- Attending new business meetings and assisting with new client proposals
- Delegating and training junior staff to assist in client work
- Supervising, overseeing and reviewing work undertaken by junior staff
- Managing WIP, billing and recoverability for the portfolio
- General administration as per the requirements of the portfolio
WHO YOU ARE
Experience and Knowledge
- Technical all-rounder with a desire to increase and expand knowledge and experience
- Experience of managing projects to deliver a quality product on time and within budget
- Experienced in reviewing the work of others, providing feedback and support as necessary
Skills and Qualities
- Strong technical knowledge and commercial awareness
- Impeccable communication skills – both written and verbal – with the ability to provide a professional yet personal service and communicate technical information to clients in a simple, clear and effective manner
- Appreciate the bigger picture of the client’s affairs, including the ability to show initiative and find solutions to problems
- Confident, ambitious and with the ability to cope in a fast-paced environment, delivering work to agreed timescales
- Excellent workload management and interpersonal skills
- Self-starter with the ability to work outside defined parameters
- Excellent work ethic and desire to provide a superior client service
WHAT WE OFFER YOU
- Fantastic private medical insurance.
- 24 days annual leave plus bank holidays and 3 additional days over the December holidays
- Cashback scheme for medical expenses
- Group Life Insurance
- Mental and Physical Health Support
- Regular social events and activities – including pizza, breakfast and/or drinks on the rooftop terrace, office, or local venues
- Cycle to work scheme
- Season ticket loans
- Excellent office space in Fitzrovia
ADDITIONAL INFORMATION
9.30am-5.30pm, Monday to Friday
Flexible working: 3 days (+) in office, 2 days at home
Private Client Tax Manager employer: SRLV
Contact Detail:
SRLV Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Tax Manager role.
✨Tip Number 2
Show off your personality! When you get to the interview stage, let your unique traits shine through. Remember, they’re looking for someone who can add another dimension to their team, so be yourself and showcase what makes you special.
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for tax roles and practice your answers. Think about how your experience aligns with their needs, especially around managing client portfolios and providing innovative solutions.
✨Tip Number 4
Don’t forget to follow up! After your interview, shoot them a thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’d be a perfect fit for their team.
We think you need these skills to ace Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your tax expertise, client management experience, and any relevant qualifications like CTA. We want to see how you can bring your unique strengths to 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 tax and how your background aligns with our diverse client base. Be personal and professional – we love seeing your personality come through!
Showcase Your Communication Skills: Since impeccable communication is key for this role, make sure your application is clear and concise. Whether it's your CV or cover letter, we want to see how you can communicate complex tax information in a simple way. Remember, clarity is king!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our vibrant team at SRLV!
How to prepare for a job interview at SRLV
✨Know Your Tax Stuff
Make sure you brush up on your tax knowledge, especially around HNWI and OMB clients. Be ready to discuss specific tax scenarios and how you would approach them. This shows you're not just a paper pusher but someone who can provide real value.
✨Showcase Your People Skills
Since building strong relationships is key in this role, prepare examples of how you've successfully managed client relationships in the past. Highlight your communication skills and how you simplify complex tax issues for clients.
✨Demonstrate Your Initiative
Think of instances where you've proactively solved problems or improved processes. This firm values innovative solutions, so come prepared with ideas on how you could enhance their service delivery or client experience.
✨Be Ready to Collaborate
This role involves working closely with other managers and partners. Prepare to discuss how you've effectively collaborated in previous roles, and be ready to share your thoughts on teamwork and mentoring junior staff.