At a Glance
- Tasks: Manage a dynamic portfolio of high-net-worth private clients and oversee personal tax compliance.
- Company: Prominent accounting firm in Winchester with a focus on client relationships.
- Benefits: Genuine progression opportunities and a hybrid work model.
- Why this job: Make a real impact by advising wealthy clients on complex tax matters.
- Qualifications: Strong communication skills and experience in inheritance tax and trusts.
- Other info: Join a dynamic team and advance your career in a supportive environment.
The predicted salary is between 48000 - 72000 £ per year.
A prominent accounting firm in Winchester seeks a Senior Manager to manage a dynamic portfolio of high-net-worth private clients. In this client-facing role, you will oversee complex personal tax compliance matters and be involved in capital taxes planning.
The position requires strong communication and relationship management skills. A CTA qualification is desirable, and extensive experience in advising wealthy clients on inheritance tax, capital gains tax, and trusts is essential.
This role offers genuine progression opportunities within the firm.
Senior Manager, Private Client Tax (Hybrid) employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager, Private Client Tax (Hybrid)
✨Tip Number 1
Network like a pro! Reach out to your connections in the accounting world, especially those who work with high-net-worth clients. A personal introduction can make all the difference when you're aiming for that Senior Manager role.
✨Tip Number 2
Showcase your expertise! Prepare to discuss your experience with inheritance tax, capital gains tax, and trusts in detail during interviews. We want to see how you’ve tackled complex tax compliance matters in the past.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to explain complex tax issues in simple terms is key. Role-play with a friend or mentor to refine your approach.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Senior Manager, Private Client Tax (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with high-net-worth clients and your expertise in personal tax compliance. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA qualification and relevant achievements!
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 Senior Manager role. Share specific examples of your relationship management skills and how you've successfully navigated complex tax matters for wealthy clients.
Showcase Your Communication Skills: Since this role is client-facing, we need to see your communication prowess. In your application, highlight instances where you’ve effectively communicated complex tax concepts to clients. This will demonstrate your ability to build strong relationships!
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 exciting opportunity. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of inheritance tax, capital gains tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you’re not just familiar with the theory but have practical experience too.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a way that's easy for clients to understand. You might want to prepare examples of how you've effectively communicated with high-net-worth individuals in the past, highlighting your relationship management skills.
✨Demonstrate Your Leadership Qualities
As a Senior Manager, you'll need to lead a team. Think about times when you've taken charge of a project or mentored junior staff. Be prepared to share these experiences and how they contributed to the success of your team and clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to private client tax and their expectations for the role. This shows your genuine interest in the position and helps you assess if the firm aligns with your career goals. It’s a two-way street!