At a Glance
- Tasks: Advise high-net-worth clients on tax planning and trusts in a supportive team.
- Company: Friendly firm focused on private client services with a strong work/life balance.
- Benefits: Competitive salary of Β£85k-Β£95k, hybrid working, and excellent career development.
- Why this job: Join a team where your expertise makes a real difference for clients.
- Qualifications: CTA qualified with experience in IHT, CGT, and trust structuring.
- Other info: Be part of a growing firm that values your contributions and supports your growth.
The predicted salary is between 68000 - 76000 Β£ per year.
Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families. This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work.
You will join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects. The role will include:
- High end IHT, CGT and offshore trusts advice
- Tax and Trust planning for HNWIs with multi jurisdictional wealth
- Relationship management as a key trusted adviser
- Overseeing junior staff and their compliance portfolios
- Being part of a friendly and supportive team that genuinely values work/life balance
The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring. Salary dependent on grade and experience, but likely to be in the range Β£85k-Β£95k + bens. Hybrid working 2-3 days a week is also on offer.
If you are looking to pursue your career in an environment where you will be more than a face in the crowd, email michaelhowells@howellsconsulting.co.uk requesting further information and quoting Ref 5177. Alternatively, simply apply below.
Senior Manager, Private Client Tax in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice π€«
We think this is how you could land Senior Manager, Private Client Tax in London
β¨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
β¨Tip Number 2
Prepare for interviews by researching the company and its culture. Tailor your responses to show how your experience aligns with their values, especially around client relationships and work/life balance.
β¨Tip Number 3
Showcase your expertise! Be ready to discuss specific cases where you've successfully advised clients on IHT, CGT, and trusts. Real-life examples will make you stand out as a knowledgeable candidate.
β¨Tip Number 4
Don't forget to apply through our website! Itβs the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Manager, Private Client Tax in London
Some tips for your application π«‘
Show Off Your CTA Qualification: Make sure to highlight your CTA qualification right at the start of your application. This is a must-have for us, so donβt be shy about showcasing it along with any relevant experience you have in advising on IHT, CGT, and trust structuring.
Tailor Your Experience: When detailing your past roles, focus on experiences that relate directly to private client tax projects. We want to see how you've managed relationships with HNWIs and handled multi-jurisdictional wealth, so make those connections clear!
Emphasise Team Spirit: Since we value a friendly and supportive team environment, mention any experiences where youβve worked collaboratively or overseen junior staff. Show us how you contribute to a positive workplace culture while getting the job done.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. Itβs the best way for us to receive your application and ensures you donβt miss out on any important details about the role!
How to prepare for a job interview at Taxation
β¨Know Your Stuff
Make sure you brush up on your knowledge of IHT, CGT, and trust structuring. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This shows that youβre not just qualified but also experienced and confident in your expertise.
β¨Showcase Your Relationship Management Skills
Since relationship management is key for this role, prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you acted as a trusted adviser and how you navigated complex situations with clients.
β¨Team Player Vibes
This firm values a friendly and supportive team environment, so be sure to highlight your experience working collaboratively. Share stories about mentoring junior staff or contributing to a positive team culture, as this will resonate well with their ethos.
β¨Ask Thoughtful Questions
Prepare some insightful questions about the firm's approach to private client tax and their plans for growth. This not only shows your genuine interest in the role but also gives you a chance to assess if the firm aligns with your career goals and values.