At a Glance
- Tasks: Lead personal tax planning projects for high net worth clients and manage key 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: Exciting opportunity for career progression towards AD and Director roles.
- Why this job: Join a premier team and advance your career in a dynamic, growth-focused setting.
- Qualifications: CTA qualification and strong knowledge of income and capital taxes 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.
Private Client Tax Advisory - Senior Manager 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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to current employees at firms you’re interested in. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your CTA qualification and your experience with high net worth clients. We want to see you shine, so share specific examples of how you've tackled complex tax planning issues in the past!
✨Be Ready for the Interview
Prepare for those interviews by brushing up on common questions related to personal tax planning and relationship management. We suggest practising your answers with a friend or even in front of the mirror. Confidence is key, and we want you to walk in ready to impress!
✨Apply Through Our Website
Don’t forget to apply through our website for the best chance at landing that dream job! We’ve got all the resources you need to make your application stand out, and we’re here to support you every step of the way.
We think you need these skills to ace Private Client Tax Advisory - Senior Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Advisory role. Highlight your CTA qualification and any relevant experience with UHNW clients to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax advisory and how your background makes you the perfect fit for our team. Keep it engaging and personal.
Showcase Your Communication Skills:Since strong communication is key in this role, make sure your application showcases your ability to convey complex tax concepts clearly. Whether it's through your CV or cover letter, let us see your knack for relationship management!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your technical knowledge of income and capital taxes planning. Be ready to discuss specific cases or scenarios you've handled, especially those involving CGT, IHT, and estate planning. This will show that you’re not just familiar with the theory but can apply it in real-world situations.
✨Showcase Your Advisory Skills
Since this role is advisory-focused, prepare examples that highlight your experience in client relationship management. Think about times when you’ve successfully advised clients on complex tax issues or helped them navigate international wealth structuring. This will demonstrate your ability to build trust and rapport with high net worth clients.
✨Embrace the Culture
The firm prides itself on a sociable and supportive environment, so be sure to convey your enthusiasm for teamwork and collaboration. Share experiences where you’ve worked well in a team setting or contributed to a positive workplace culture. This will help you fit in with their collegiate atmosphere.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm’s growth and the Private Client Tax team. Inquire about their approach to hybrid working or how they support progression towards AD and Director grades. This not only shows your genuine interest but also helps you assess if the firm aligns with your career goals.
