At a Glance
- Tasks: Provide expert tax advice and manage a diverse client portfolio.
- Company: Respected professional services firm with a strong private client practice.
- Benefits: Competitive salary up to £90,000 plus excellent benefits.
- Other info: Opportunity for career growth and mentoring junior colleagues.
- Why this job: Make a real impact while developing your leadership skills in a dynamic environment.
- Qualifications: Experience in private client tax and strong relationship management skills required.
The predicted salary is between 49500 - 60500 £ per year.
A respected professional services firm is seeking an experienced and commercially minded Private Client Tax Senior Manager to join its established private client practice. This is an opportunity to take ownership of a varied client portfolio, advising individuals, trustees, executors and family offices on their tax affairs. The role combines technical advisory work and client relationship management with portfolio oversight, business development and the development of junior colleagues.
The successful candidate will play an important role in maintaining strong client relationships, identifying opportunities to expand existing engagements and contributing to the continued development of the practice.
THE ROLE
- Provide high-quality tax advice to private clients, trustees, executors and family offices.
- Act as the principal point of contact for an established client portfolio, building trusted and long-term relationships.
- Oversee day-to-day portfolio management, including billing, work in progress, workflow planning and delivery.
- Delegate and review work to maintain technical quality, meet deadlines and deliver an excellent standard of client service.
- Identify opportunities to develop additional work from existing clients and contribute to wider business development initiatives.
- Work closely with colleagues on client matters, bringing a proactive and commercially aware approach to service delivery.
- Coach, mentor and support junior team members, contributing to their development and progression.
- Continue to build your professional profile, with scope to develop your client management and leadership capabilities.
YOUR BACKGROUND
You will be an experienced private client tax professional with strong technical knowledge, sound commercial judgement and the confidence to manage client relationships and engagements independently. You are likely to demonstrate:
- Substantial experience advising private clients, trustees, executors and family offices on tax matters.
- Strong technical knowledge across private client tax, trusts and estates.
- Experience managing a client portfolio, including billing, delegation, workflow oversight and work in progress.
- A relevant professional qualification, such as CTA or ACA, or equivalent experience.
- Commercial awareness and the ability to identify opportunities to develop existing client relationships.
- Strong communication and relationship management skills, with a commitment to high-quality client service.
- Experience reviewing work and coaching or supporting junior colleagues.
- A proactive and collaborative approach, with the ability to balance technical delivery, client management and business development.
Exposure to estate administration would be advantageous.
Private Client - Senior Tax Manager in London employer: Taxation
Taxation in Manchester is an exceptional employer, offering a dynamic work culture that prioritises employee development and collaboration. With a competitive salary and benefits package, including a clear progression path to Tax Manager, employees enjoy the flexibility of a hybrid working model while engaging with high-net-worth clients in a supportive environment that fosters professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client - Senior Tax Manager in London
✨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 Taxation, 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 Private Client - Senior Tax Manager in London
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 Taxation'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 Taxation. 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 Taxation!
How to prepare for a job interview at Taxation
✨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 Taxation.
✨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 Taxation. It helps to show our commitment!
