At a Glance
- Tasks: Manage personal tax for high-net-worth clients and provide strategic advice.
- Company: Independent accountancy firm with a premier Private Client Tax team.
- Benefits: Competitive salary up to £75k, generous bonuses, and hybrid working.
- Other info: Opportunity for career growth towards Senior Manager and Director roles.
- Why this job: Join a friendly team and advance your career in a dynamic environment.
- Qualifications: CTA qualified with experience in personal tax management.
The predicted salary is between 60000 - 75000 £ per year.
This is a great opportunity for a CTA qualified personal tax Manager or Assistant Manager to take on a strategic role with one of London’s premier Private Client Tax teams. Our client is an independent (non-PE-backed) accountancy firm, that has built a premier offering to HNW/UHNW individuals, family offices, FICs and multi-generational families.
The role will involve undertaking a broad range of personal tax work including advising on remittance, residence, IHT, CGT, trusts and succession planning. As a key client relationship manager, you’ll liaise directly with both clients and their third-party advisers.
Supported by a respected team of CTAs and high-profile Partners, you’ll be encouraged to develop your career towards Senior Manager and Director grades. This is a friendly and sociable team, based in central London but embracing hybrid working 2-3 days a week.
Salary will be dependent on experience but their Manager band runs up to £75k plus benefits and a generous bonus scheme.
Private Client Tax Manager – Strategic Advisor (Hybrid) employer: Taxation
Join a leading independent accountancy firm in central London, where you will thrive in a supportive and sociable environment that values your professional growth. With a focus on high-net-worth clients, this role offers the chance to engage in strategic tax advisory work while benefiting from hybrid working arrangements and a competitive salary package, including a generous bonus scheme. Here, your career development is prioritised, paving the way for advancement to Senior Manager and Director roles within a respected team of experts.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager – Strategic Advisor (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Private Client Tax Manager role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of personal tax issues, especially around remittance and residence. Show them you’re not just a candidate, but a strategic advisor ready to tackle their clients' needs head-on.
✨Tip Number 3
Don’t forget to showcase your client relationship management skills! Be ready to share examples of how you've successfully liaised with clients and third-party advisers in the past. This is key for a role that involves high-net-worth individuals.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Tax Manager – Strategic Advisor (Hybrid)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant personal tax work you've done, especially around remittance, residence, and succession planning.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this strategic role. Mention your experience with HNW/UHNW clients and how you can contribute to the team’s success.
Showcase Your Client Relationship Skills:As a key client relationship manager, it's crucial to demonstrate your ability to liaise effectively with clients and third-party advisers. Include examples in your application that showcase your communication and interpersonal skills.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax, especially around remittance, residence, IHT, CGT, trusts, and succession planning. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the role.
✨Showcase Your Client Management Skills
As a key client relationship manager, you'll need to demonstrate your ability to liaise effectively with clients and their advisers. Prepare examples from your past experiences where you've successfully managed client relationships or resolved complex issues.
✨Embrace the Team Spirit
This is a friendly and sociable team, so be sure to convey your interpersonal skills during the interview. Share instances where you've collaborated with others or contributed to a positive team environment, as this will resonate well with the firm's culture.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax and how they support career development. This shows your enthusiasm for the role and helps you gauge if the company aligns with your career aspirations.
