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, hybrid work, flexible hours, and generous holiday options.
- Other info: Great work-life balance, social events, 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 portfolios and personal tax expertise.
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 - Hybrid in London employer: Taylor Rose Recruitment Ltd
Join a prestigious firm in Central London that offers an exceptional work culture and a commitment to employee growth. With a focus on flexibility, including a hybrid working model and generous benefits such as private medical insurance and a strong pension scheme, this role provides the perfect environment for professionals looking to thrive while managing a diverse portfolio of high-net-worth clients. Experience a supportive atmosphere with opportunities for social engagement and well-being contributions, making it an ideal place for meaningful and rewarding employment.
Contact Details:
Taylor Rose Recruitment Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Hybrid in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the firm and its clients. Understand their values and recent news. We want you to walk in feeling confident and ready to impress with your knowledge about their work with HNWIs and Trusts.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and building relationships, we suggest doing mock interviews or role-playing scenarios to sharpen your ability to convey complex tax concepts clearly.
✨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 always here to help you find roles that match your skills and aspirations.
We think you need these skills to ace Private Client Tax Manager - Hybrid in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Private Client Tax Manager role. Highlight your expertise in managing portfolios, working with HNWIs, and any relevant qualifications like ATT or CTA.
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 prestigious firm. Mention your passion for tax planning and how you can contribute to building strong client relationships.
Showcase Your Communication Skills:Since excellent communication is key in this role, make sure to demonstrate your ability to liaise effectively with clients, trustees, and beneficiaries in your application. Use clear and concise language throughout.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. It’s the easiest way for us to see your application and get you on the path to joining our fantastic team!
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 hands-on experience.
✨Build Rapport
Since the role involves liaising with clients and building strong relationships, practice your communication skills. Think about how you can connect with clients on a personal level, and be ready to discuss how you’ve done this in previous roles. A friendly, approachable attitude goes a long way!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to managing private client portfolios and their expectations for the role. This not only shows your interest but also gives you a chance to assess if the firm aligns with your career goals and values.
