At a Glance
- Tasks: Manage a diverse portfolio of trusts, estates, and private client tax.
- Company: Fast-growing specialist tax boutique firm in the West End of London.
- Benefits: Competitive salary, hybrid working, and excellent company benefits.
- Other info: Real opportunities for progression in a supportive and ambitious environment.
- Why this job: Join a high-performing team and work with high-calibre clients.
- Qualifications: CTA/ACA/TEP qualified or similar, with strong communication skills.
The predicted salary is between 64000 - 96000 £ per year.
Hybrid / West End of London | Full Time £80,000 plus excellent company benefits
Our client is a fast-growing specialist tax boutique firm advising UK and international HNWIs, families, and trusts. They are looking for an experienced Private Client Tax Senior or Manager to join their high‑performing team.
The Role
You’ll manage a high‑quality portfolio covering trusts, estates, and private client tax. Work includes:
- Trust accounts & tax returns
- IHT & estate returns
- Personal tax compliance
- Wide‑ranging ad‑hoc advisory and planning work
Expect varied, interesting work and real responsibility.
About You
- CTA / ACA / TEP or similar
- Strong Senior ready to step up, or established Manager seeking progression
- Confident communicator who can explain complex issues clearly
- Enjoys a mix of compliance, advisory, and hands‑on client work
Why Join?
- High‑calibre clients
- Hybrid working (Kent base + London meetings)
- Competitive salary & excellent benefits
- Real opportunities for progression in a supportive, ambitious firm
Apply today and contact John at john.corfield@pro‑tax.co.uk
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.
Senior Manager, Private Client Tax employer: Taxation
Taxation is an exceptional employer that fosters a collaborative and supportive work culture in the heart of Cheltenham. With a strong focus on employee development, we offer tailored growth opportunities and continuous training to enhance your advisory skills, particularly within the dynamic agricultural sector. Join us to be part of a dedicated team that values innovation and excellence while managing a diverse portfolio of high-profile clients.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, Private Client Tax
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax industry, attend relevant events, and don’t be shy about letting people know you’re on the lookout for a new role. You never know who might have the inside scoop on opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current trends in private client tax. Be ready to discuss your experience with trusts, estates, and personal tax compliance. Show them you’re not just a candidate, but the right fit for their high-performing team.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the role. It’s a simple gesture that can set you apart from other candidates.
✨Tip Number 4
Apply through our website for a smoother process! We want to make it easy for you to showcase your skills and experience. Plus, it helps us keep track of your application and get back to you quicker!
We think you need these skills to ace Senior Manager, Private Client Tax
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax role. Highlight your experience with trusts, estates, and personal tax compliance. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of your past work that relate to the responsibilities mentioned in the job description.
Showcase Your Communication Skills:As a confident communicator, it's important to demonstrate this in your application. Use clear and concise language, and make sure to explain any complex issues you've dealt with in a way that's easy to understand.
Apply Through Our Website:We encourage you to apply 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 from us!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on the specifics of private client tax, especially around trusts and estates. Familiarise yourself with recent changes in tax legislation that could impact high-net-worth individuals. This will show your potential employer that you're not just knowledgeable but also proactive.
✨Showcase Your Communication Skills
As a confident communicator, you'll need to explain complex tax issues clearly. Prepare examples from your past experience where you've successfully communicated intricate concepts to clients or colleagues. This will demonstrate your ability to handle client interactions effectively.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or tax planning scenarios. Think through some common challenges in private client tax and prepare your responses. This will help you showcase your problem-solving skills and practical knowledge.
✨Highlight Your Teamwork Experience
Since this role involves working within a high-performing team, be ready to discuss your experience collaborating with others. Share examples of how you've contributed to team success in previous roles, particularly in compliance and advisory work, to illustrate your fit for their culture.
