At a Glance
- Tasks: Manage a diverse private client tax portfolio and provide expert tax planning advice.
- Company: Prestigious firm in Central London with a rich heritage and high-profile clients.
- Benefits: Private medical insurance, flexible working, 25 days holiday, and generous pension.
- Other info: Flexible hours, excellent work-life balance, and opportunities for part-time work.
- Why this job: Join a top-ranked firm and make a real impact on high-net-worth clients.
- 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.
Private Client Tax Manager FLEXIBLE WORKING in London employer: Taylor Rose Recruitment Ltd
Join one of the most prestigious firms in Central London as a Private Client Tax Manager, where you will enjoy a flexible working environment with the option to work from home three days a week. The company offers an excellent remuneration package, private medical insurance, and a strong focus on work-life balance, alongside opportunities for professional growth and development within a supportive and dynamic team culture. With a rich heritage and a high-profile client base, this is an exceptional opportunity for those looking to make a meaningful impact in the field of tax management.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager FLEXIBLE WORKING in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and recent news. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with HNWIs and Trusts clearly and confidently. Highlight your tax planning skills and how you've built strong client relationships in the past.
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of opportunities that might not be advertised elsewhere. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Manager FLEXIBLE WORKING in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Private Client Tax Manager role. Highlight your experience with HNWIs, Trusts, and any relevant tax planning expertise to 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 and how your background aligns with our firm's values and client needs. Keep it engaging and personal!
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure your application reflects your ability to convey complex information clearly. Whether it's in your CV or cover letter, let us see your communication prowess!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of private client tax, especially around compliance and planning for HNWIs and Trusts. Familiarise yourself with recent changes in tax legislation that could impact your clients, as this will show your expertise and commitment to staying current.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully managed a diverse portfolio or provided valuable advice to clients. Highlight any instances where you've identified tax planning opportunities or resolved complex queries, as this will demonstrate your capability in the role.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Practice active listening and engage with their questions thoughtfully. Remember, strong client relationships are key in this role, so showing your interpersonal skills can set you apart.
✨Ask Insightful Questions
Prepare some thoughtful questions about the firm’s approach to client management and how they support their team. This not only shows your interest in the role but also gives you a chance to assess if the firm aligns with your career goals and values.
