At a Glance
- Tasks: Lead tax planning for high-net-worth clients and develop junior team members.
- Company: Boutique firm with a strong focus on work-life balance and client relationships.
- Benefits: Salary up to £95,000, flexible hours, and remote work options.
- Other info: Inclusive workplace that values diversity and encourages applicants from all backgrounds.
- Why this job: Join a supportive team and make a real impact in private client tax management.
- Qualifications: ATT/CTA qualified with experience in complex private client tax matters.
The predicted salary is between 95000 - 95000 £ per year.
Are you a Private Client Tax Manager looking for something a little different? Would you want the chance to work for a specialist boutique firm with an excellent Private Client / UHNWI team? Would you like a role that can offer you flexible hours and manage your work-life balance?
Working within this established London Private Client tax team, you will be a key member working within a well-connected Private Client Tax team where you will be a trusted advisor to UHNWI, HNWI, key executives within the FS space as well as entrepreneurial clients as they develop. You will be responsible for developing junior members of staff and understanding the art of delegation.
Work will include:
- Key development of the Private client & private business (OMBs) tax planning and strategies
- Deliver close working client services with iHNWI individuals, financial advisors, agents, private wealth/banking
- Working on wider projects in relation to various taxation matters including onshore & offshore trust, capital gains tax, structures and inheritance tax planning
- Present quarterly presentations to team and partners
You will ideally be ATT/CTA qualified with some post-qualified experience or possibly from a legal background. A great understanding of complex Private Client Tax matters is essential. You should have an accounting consultancy, legal or family office background, ideally with some experience focusing on business development and commercial opportunities.
The firm prides itself on work-life balance. The Partner I am recruiting for is a working parent who understands the importance of family time. Even before the pandemic, this firm encouraged their staff to spend at least one day working from home, and this will continue to be encouraged going forwards.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Senior Manager - Independent firm in London employer: Taxation
Join a specialist boutique firm in London that prioritises work-life balance and offers flexible hours, making it an excellent employer for Private Client Tax Managers. With a strong focus on employee development and a supportive culture, you will have the opportunity to work closely with UHNWI clients while mentoring junior staff, all within a team that values diversity and inclusion.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Independent firm in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to highlight your expertise in Private Client Tax matters. Share specific examples of how you've helped clients in the past. We want to see your passion and knowledge shine through!
✨Prepare for Interviews
Do your homework before interviews! Research the firm, understand their values, and be ready to discuss how you can contribute to their Private Client team. We recommend practising common interview questions and preparing some thoughtful questions of your own.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. Let’s get you that dream job!
We think you need these skills to ace Private Client Senior Manager - Independent firm in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Private Client Senior Manager role. Highlight your expertise in tax planning and client management, especially with UHNWI and HNWI clients.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about this role and how your background fits our needs. Mention your experience in developing junior staff and your understanding of complex tax matters to stand out.
Showcase Your Soft Skills:We value communication and teamwork just as much as technical skills. Make sure to highlight your ability to work collaboratively within a team and your experience in presenting to stakeholders.
Apply Through Our Website:For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you're serious about joining our fantastic team!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of complex Private Client Tax matters. Be ready to discuss specific tax planning strategies and how they apply to UHNWI and HNWI clients. This will show that you're not just familiar with the basics, but that you can handle the intricacies of the role.
✨Showcase Your Experience
Prepare to share examples from your past roles that highlight your experience in developing junior staff and managing client relationships. Think about specific situations where you successfully delegated tasks or contributed to business development opportunities.
✨Emphasise Work-Life Balance
Since the firm values work-life balance, be prepared to discuss how you manage your time effectively. Share any experiences that demonstrate your ability to maintain a healthy balance while still delivering high-quality work, especially in a flexible working environment.
✨Engage with Questions
Have thoughtful questions ready for your interviewers. Ask about their approach to client services or how they support the professional development of their team. This shows your genuine interest in the firm and helps you assess if it’s the right fit for you.
