At a Glance
- Tasks: Manage a diverse private client tax portfolio and identify tax planning opportunities.
- Company: Join a prestigious firm in Central London with a rich heritage.
- Benefits: Enjoy private medical insurance, hybrid working, and a generous holiday package.
- Other info: Flexible working hours and excellent work-life balance.
- Why this job: Work with high-profile clients and make a real impact in tax planning.
- Qualifications: ATT and/or CTA qualified with experience in managing HNWIs and Trusts.
The predicted salary is between 60000 - 80000 £ per year.
We have just been instructed on a fantastic Trust & Private Client Tax Manager opportunity on behalf of one of the most prestigious and reputable firms in Central London. Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates involving a mixture of compliance, tax planning, and ad hoc advisory work. This is a unique opportunity to join a top ranked firm with a rich heritage and high profile client base.
Excellent remuneration & benefits package, private medical insurance, option of WFH 3 days a week, lots of flexibility and part time considered.
The Role:
- Managing a diverse private client tax portfolio
- Identifying tax planning opportunities
- Preparation/ review of personal tax compliance
- Preparation of annual trust accounts and associated compliance matters
- Capital Gains computations & Inheritance tax planning
- Providing technical support to Partners
- Liaising with clients, trustees and beneficiaries, dealing with ad hoc queries
- Attending client meetings
- Building strong client relationships
You:
- ATT &/or CTA Qualified
- Experience of managing a portfolio, working with HNWIs & Trusts
- Significant private client/ personal tax expertise
- Excellent communication skills
- UK Resident
Benefits:
- Private Medical Insurance
- Hybrid arrangement (option of WFH 3 days a week)
- Flexible Working (core hours 10am - 4pm)
- Very Good Work life Balance
- 25 Days Holiday + BH
- Option to Buy/ Sell Holiday
- Part time considered
- Good transport links (close to station)
- Generous Pension
- Cycle to work scheme
- Social events
- Wellbeing contribution
If this vacancy doesn't tick the boxes, do get in touch to discuss alternatives, we are working on roles at all levels. Our client base consists of Top 20, Mid Tier, Regional and Independent firms across the UK & Ireland.
Trust & Private Client Tax Manager in City of London employer: Taylor Rose Recruitment Ltd
Join a prestigious firm in Central London as a Trust & Private Client Tax Manager, where you will manage a diverse portfolio of high-net-worth individuals and trusts. Enjoy an excellent remuneration package, private medical insurance, and the flexibility of hybrid working arrangements, all within a supportive culture that prioritises work-life balance and employee wellbeing. With ample opportunities for professional growth and a commitment to fostering strong client relationships, this role offers a rewarding career path in a top-ranked firm with a rich heritage.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust & Private Client Tax Manager in City of London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Informational Interview
Set up informal chats with people working in firms you admire. This isn’t a job interview, but a chance to learn more about their experiences and the firm culture. Plus, it puts you on their radar for future opportunities. We can help you prepare some great questions!
✨Showcase Your Expertise
Consider writing articles or sharing insights related to Trust & Private Client Tax on platforms like LinkedIn. This not only demonstrates your knowledge but also helps you build a personal brand. We love seeing our community members shine!
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It streamlines the process and ensures your application gets the attention it deserves. We’re here to support you every step of the way, so let’s land that dream job together!
We think you need these skills to ace Trust & Private Client Tax Manager in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Trust & Private Client Tax Manager role. Highlight your expertise in managing portfolios and working with HNWIs and Trusts, as this will catch our eye!
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 role. Mention your qualifications like ATT or CTA and how your experience aligns with the responsibilities outlined in the job description.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure to demonstrate your ability to liaise effectively with clients, trustees, and beneficiaries in your application. A clear and engaging writing style will help us see your potential!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax compliance, capital gains computations, and inheritance tax 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
Prepare examples of how you've successfully managed a diverse portfolio, especially with HNWIs and Trusts. Highlight any specific challenges you faced and how you built strong relationships with clients, trustees, and beneficiaries.
✨Be Ready for Technical Questions
Expect some technical questions from the interviewers. They might want to test your understanding of tax planning opportunities or compliance matters. Practise explaining complex concepts in simple terms, as this will demonstrate your communication skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their expectations for the Trust & Private Client Tax Manager role. This shows that you're engaged and serious about contributing to their prestigious firm.
