Private Client Tax Senior Manager - HNW & Trusts
Private Client Tax Senior Manager - HNW & Trusts

Private Client Tax Senior Manager - HNW & Trusts

Full-Time 48000 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high-net-worth clients on personal tax issues and succession planning.
  • Company: Leading Private Client team in Greater London with a strong reputation.
  • Benefits: Career progression support and opportunities to build your professional reputation.
  • Why this job: Make a real impact by helping clients navigate complex tax matters.
  • Qualifications: CTA qualification and excellent client relationship skills.
  • Other info: Join a dynamic team focused on personal growth and success.

The predicted salary is between 48000 - 72000 £ per year.

A prominent Private Client team in Greater London seeks a CTA personal tax Senior Manager to advise a diverse client base including HNW individuals and trusts. The role focuses on personal tax issues such as succession planning and capital gains tax, requiring strong client relationship skills.

The team offers excellent support for career progression and the chance to build a strong reputation in the field.

Apply or request a full job description via email.

Private Client Tax Senior Manager - HNW & Trusts employer: Taxation

Join a leading Private Client team in Greater London, where you will thrive in a supportive work culture that prioritises employee growth and development. With a focus on high-net-worth individuals and trusts, this role offers the opportunity to build strong client relationships while advancing your career in a dynamic environment. Enjoy competitive benefits and the chance to establish a reputable presence in the personal tax field.
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Contact Detail:

Taxation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Senior Manager - HNW & Trusts

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax and finance sectors. Attend industry events or webinars to meet potential employers and showcase your expertise in personal tax issues.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of succession planning and capital gains tax. We want you to demonstrate your understanding of these topics, as they’re crucial for advising HNW individuals and trusts.

✨Tip Number 3

Showcase your client relationship skills! During interviews, share examples of how you've built strong relationships with clients in the past. This will highlight your ability to connect with HNW individuals and understand their unique needs.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support your career progression every step of the way!

We think you need these skills to ace Private Client Tax Senior Manager - HNW & Trusts

CTA Qualification
Personal Tax Advisory
Succession Planning
Capital Gains Tax
Client Relationship Management
Tax Compliance
High Net Worth (HNW) Client Experience
Trusts Knowledge
Analytical Skills
Communication Skills
Attention to Detail
Problem-Solving Skills
Career Progression Support

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with personal tax issues, especially around succession planning and capital gains tax. We want to see how your skills align with the needs of our diverse client base.

Showcase Client Relationship Skills: Since this role requires strong client relationship skills, include examples of how you've successfully managed client relationships in the past. We love seeing how you connect with clients!

Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure to express your interest in the role and what you can bring to our team without fluff.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at Taxation

✨Know Your Tax Stuff

Make sure you brush up on personal tax issues, especially succession planning and capital gains tax. Being able to discuss these topics confidently will show that you're not just familiar with the basics but can handle complex client needs.

✨Showcase Your Client Relationship Skills

Prepare examples of how you've built and maintained strong relationships with clients in the past. This role is all about trust and rapport, so demonstrating your ability to connect with high-net-worth individuals will set you apart.

✨Research the Firm

Get to know the Private Client team and their approach to tax advisory. Understanding their values and recent achievements will help you tailor your answers and show genuine interest in joining their team.

✨Ask Insightful Questions

Prepare thoughtful questions about the team's support for career progression and how they handle complex cases. This not only shows your enthusiasm for the role but also helps you gauge if the firm aligns with your career goals.

Private Client Tax Senior Manager - HNW & Trusts
Taxation
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  • Private Client Tax Senior Manager - HNW & Trusts

    Full-Time
    48000 - 72000 £ / year (est.)
  • T

    Taxation

    50-100
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