At a Glance
- Tasks: Lead personal tax planning projects for high net worth clients and manage key client relationships.
- Company: Award-winning firm with a strong reputation in Private Client Tax advisory.
- Benefits: Competitive salary, bonus, hybrid working, and a supportive team environment.
- Other info: Fantastic career growth opportunities towards AD and Director grades.
- Why this job: Join a premier team and progress your career in a dynamic and growing field.
- Qualifications: CTA qualification and strong knowledge of income and capital taxes planning required.
The predicted salary is between 85000 - 95000 £ per year.
A rare opportunity to join an award-winning, advisory-focused Private Client Tax team at an exciting time in its growth. This non-PE backed firm has built a strong reputation in the UHNW Private Client field. Their team of CTAs advise an impressive client list of serial entrepreneurs, business owners, multi-generational families, landed wealth and trusts. Many of their clients have international aspects to their affairs.
Demand for their income and capital taxes planning expertise continues to grow and the team now seeks a CTA Personal Tax Senior Manager to perform an advisory-focused role. Working closely with some of the profession’s most respected private client Partners and advisers, the incoming Senior Manager will undertake ad hoc personal tax planning projects as a key client relationship manager.
The work will relate to a broad range of issues including:
- CGT
- IHT
- Estate planning
- The use of trusts
- Property issues
- Residence
- International wealth structuring
- Succession-planning
It is a fantastic opportunity for a CTA qualified adviser to progress their career with one of London’s premier Private Client teams, and to be supported with progression towards AD and Director grades. The CTA qualification is a pre-requisite, along with demonstrable in-depth technical knowledge of income and capital taxes planning for new and old money high net worth clients. Strong communication and relationship management skills are also essential.
In return the team offers a sociable, supportive and collegiate environment. They have embraced hybrid working (the office is based in central London) and would offer a salary in the region of £85k-£95k (depending upon experience) + bonus + benefits.
To find out more about this opportunity and to request a full job description, please email quoting Ref 5247. Alternatively, simply apply below.
Private Client Tax Advisory - Senior Manager in London employer: Taxation
Join an award-winning Private Client Tax team in central London, where you will thrive in a sociable and supportive environment that champions employee growth and progression. With a focus on advisory roles for high net worth clients, this firm offers a unique opportunity to work alongside respected professionals while enjoying the benefits of hybrid working and competitive remuneration. Embrace your career advancement in a dynamic setting that values expertise and fosters meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Advisory - Senior 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 Tax Advisory - Senior 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!
