At a Glance
- Tasks: Lead a dynamic Private Client Tax team, advising UHNWI and developing junior staff.
- Company: Specialist boutique firm prioritising work-life balance and flexible hours.
- Benefits: Salary up to £95,000, flexible working, and supportive culture.
- Other info: Inclusive environment welcoming diverse backgrounds and perspectives.
- Why this job: Join a collaborative team and make a real impact on high-profile clients.
- Qualifications: ATT/CTA qualified with experience in complex Private Client Tax matters.
The predicted salary is between 95000 - 95000 £ per year.
Senior Tax Manager - Private Client - London 2 days per week in the office. Salary up to £95,000 + package.
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. 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 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 commitment to diversity, you will thrive in a supportive environment while advising UHNWI clients and contributing to innovative tax strategies. This role not only allows you to enhance your professional skills but also fosters a culture of inclusivity and respect for all backgrounds.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Senior Manager - Independent firm
✨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 that can land you that dream job.
✨Show Off Your Skills
When you get the chance to meet potential employers, make sure to showcase your expertise. Prepare a few examples of how you've tackled complex tax matters or developed junior staff. We want to see your passion and knowledge shine through!
✨Ace the Interview
Interviews are your time to shine! Research the firm and come prepared with questions that show your interest in their work-life balance and team dynamics. Remember, we’re looking for someone who fits into our culture as much as they fit the role.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining our fantastic team.
We think you need these skills to ace Private Client Senior Manager - Independent firm
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the Private Client Senior Manager role. Highlight your expertise in complex tax matters and any relevant qualifications like ATT/CTA.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this opportunity. Share your passion for working with UHNWI clients and how you can contribute to our boutique firm's success.
Showcase Your Soft Skills:Don’t forget to mention your ability to mentor junior staff and your experience in business development. We value strong interpersonal skills, so let us know how you’ve built relationships in your previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!
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. Familiarise yourself with the latest tax planning strategies, especially those relevant to UHNWI and HNWI clients. This will not only show your expertise but also demonstrate your genuine interest in the role.
✨Showcase Your Experience
Be ready to discuss your previous experience in tax management, particularly any work you've done with entrepreneurial clients or in a family office setting. Highlight specific examples where you've successfully developed junior staff or managed client relationships, as this is key for the role.
✨Emphasise Work-Life Balance
Since the firm values work-life balance, be prepared to talk about how you manage your time effectively. Share any experiences that illustrate your ability to maintain a healthy balance while still delivering high-quality work, especially in a flexible working environment.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask during the interview. This could include inquiries about the firm's approach to client service or how they support professional development. It shows you're engaged and serious about finding the right fit for both you and the firm.
