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- Tasks: Provide expert tax planning advice to high-net-worth clients and manage client relationships.
- Company: Reputable firm known for its expertise in private client tax services.
- Benefits: Competitive salary, hybrid working, and strong career progression opportunities.
- Why this job: Make a real impact while enjoying a healthy work/life balance in a supportive environment.
- Qualifications: CTA qualification and extensive experience in capital gains and inheritance tax planning.
- Other info: Join a growing team with excellent development prospects towards director roles.
The predicted salary is between 80000 - 92000 £ per year.
Our client has built a strong reputation in the private client arena and is independently recognised for their expertise in the field. They advise an impressive client list of HNW entrepreneurs, business owners, international families, family offices and trusts. Many of their clients are international in nature.
Their Private Client Tax team is growing and keen to recruit a Senior Manager, to perform a broad-ranging, client-facing role. The position offers high quality work, swift progression, great work/life balance and the opportunity to really make a difference. Many of the team were attracted by the chance to be more than a face in the crowd and to build a name for themselves. Some are looking to position themselves for director and partner grades.
Responsibilities- Provision of income and capital taxes planning advice to UK and international HNWIs
- Ongoing management of client relationships including identifying planning opportunities
- Assisting Partners with new client development and third-party networking
- Welcoming and onboarding new HNW clients
- Billing and WIP management responsibilities
- Overseeing junior advisers and the annual tax compliance process
The CTA qualification is a pre-requisite, along with extensive experience of advising on CGT and IHT planning issues, including those relating to domicile, residence and remittance.
What we offerIn return, you’ll be supported with your development towards Director grade and be given the responsibility and opportunity to grow as an adviser. The firm encourages a healthy work/life balance and has adopted hybrid working 2-3 days a week. This is a supportive and sociable environment, with a strong track record of hiring and developing advisers from across the larger London firms.
SalarySalary will be dependent on experience but is likely to be in the region £80,000 - £92,000 + benefits.
How to applyTo find out more about this opportunity just email michaelhowells@howellsconsulting.co.uk Alternatively, simply apply below:
Senior Private Client Tax Manager employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the private client tax space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with CGT and IHT planning. Share specific examples of how you've helped clients in the past – it’ll set you apart from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to firms you admire, like ours at StudySmarter, and express your interest in joining their team. A well-timed email can sometimes lead to opportunities that aren’t even advertised yet.
✨Tip Number 4
Keep your skills sharp! Stay updated on the latest trends and changes in tax legislation, especially those affecting HNWIs. Consider taking additional courses or certifications if you can. This not only boosts your CV but also shows potential employers that you’re committed to your professional growth.
We think you need these skills to ace Senior Private Client Tax Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Private Client Tax Manager role. Highlight your expertise in income and capital tax planning, especially for HNWIs, 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 and how your background makes you a perfect fit for our team. Don’t forget to mention your CTA qualification!
Showcase Your Client Management Skills: Since this role involves ongoing management of client relationships, be sure to include examples of how you've successfully built and maintained client connections in your application. We love seeing those interpersonal skills!
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 get you on the path to joining our fantastic team!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of income and capital taxes, especially CGT and IHT planning. Familiarise yourself with the latest regulations and trends in the private client tax arena, as this will show your expertise and commitment to the role.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you've identified planning opportunities or onboarded new clients, as this is crucial for the Senior Manager position.
✨Network Like a Pro
Since the role involves assisting partners with new client development, think about your networking strategies. Be ready to discuss how you've built connections in the industry and how you can leverage those for the firm’s growth.
✨Demonstrate Leadership Potential
As you'll be overseeing junior advisers, it's important to convey your leadership skills. Share instances where you've mentored others or taken charge of projects, showing that you're ready to step up to a director role in the future.
