At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a respected Private Client Tax team with a dynamic culture.
- Benefits: Enjoy hybrid working, flexible hours, and opportunities for career progression.
- Other info: Great potential for growth to Senior Manager with supportive leadership.
- Why this job: Make a real impact while balancing work and life in a client-focused role.
- Qualifications: Experience in personal taxation and strong relationship management skills.
The predicted salary is between 50000 - 70000 £ per year.
A great Manager opportunity with one of the region's most respected Private Client Tax teams. Advise new-money entrepreneurs, HNW families, business owners and landed wealth on all areas of their UK personal taxation. The team is growing and looking to bolster its offering with the appointment of a personal tax Manager. The role would suit a talented adviser who is looking to be part of a dynamic, high quality Private Client team. Genuine scope exists to progress to Senior Manager grade with the support of the team's Directors and Partners.
The firm has fully-adopted hybrid working and scope exists to work from home 2-3 days a week if one wishes. The key element of the role will involve managing a portfolio of HNW clients, undertaking both complex compliance and ad hoc income and capital taxes planning. As very much a client-facing role, the individual will require excellent relationship management skills.
This is an opportunity to pursue one’s career with a high-end Private Client practice, whilst enjoying a flexible work/life balance.
The team would also consider someone joining at Assistant Manager grade.
HNW Private Client Tax Manager - Hybrid & Client-Focused in Exeter employer: Taxation
Join a leading Private Client Tax team that values its employees and fosters a collaborative work culture. With a strong focus on professional development, you will have the opportunity to advance your career while managing a diverse portfolio of high-net-worth clients. Enjoy the benefits of hybrid working, allowing for a flexible work/life balance, all within a supportive environment that encourages excellence and client-focused service.
StudySmarter Expert Advice🤫
We think this is how you could land HNW Private Client Tax Manager - Hybrid & Client-Focused in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a role. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and think about how your skills align with their needs. Practise common interview questions so you can showcase your expertise confidently.
✨Tip Number 3
Showcase your client management skills! Since this role is client-facing, be ready to discuss your experience in building relationships and managing portfolios. Use specific examples to highlight your success.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace HNW Private Client Tax Manager - Hybrid & Client-Focused in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the HNW Private Client Tax Manager role. Highlight your client management experience and any relevant tax planning expertise to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about working with HNW clients and how you can contribute to our dynamic team. Keep it engaging and personal.
Showcase Your Relationship Management Skills:Since this role is client-facing, it's crucial to demonstrate your relationship management skills. Share examples of how you've successfully built and maintained client relationships in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on the latest UK personal taxation laws and regulations. Being able to discuss complex compliance and tax planning confidently will show that you're not just knowledgeable but also passionate about the field.
✨Showcase Your Client Management Skills
Since this role is client-facing, prepare examples of how you've successfully managed relationships with high-net-worth clients in the past. Highlight your communication skills and ability to tailor advice to meet individual client needs.
✨Emphasise Your Team Spirit
This position is part of a dynamic team, so be ready to talk about how you work well with others. Share experiences where you've collaborated effectively, especially in a hybrid working environment, to demonstrate your adaptability and teamwork.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to personal taxation and their vision for the future. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
