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- Tasks: Manage a diverse portfolio of high-net-worth clients and trusts.
- Company: Leading recruitment agency partnering with a top Chartered Accountants firm in Leeds.
- Benefits: Excellent work/life balance and opportunities for career advancement.
- Why this job: Perfect for CTA qualified individuals looking to grow in their tax career.
- Qualifications: CTA qualification and experience in managing client portfolios.
The predicted salary is between 43200 - 72000 £ per year.
A leading recruitment agency is collaborating with a firm of Chartered Accountants in Leeds to hire a Private Client Tax Manager. This role is ideal for a CTA qualified individual seeking advancement with an excellent work/life balance.
The position involves managing a diverse client portfolio including high-net-worth individuals and trusts. This opportunity is perfect for those aiming for growth in their tax career.
Private Client Tax Manager - HNWI Focus & WLB employer: Taylor Rose Recruitment Ltd
Contact Detail:
Taylor Rose Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager - HNWI Focus & WLB
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who work with high-net-worth individuals. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your expertise! Prepare a portfolio or case studies showcasing your experience with trusts and high-net-worth clients. This will help you stand out during interviews and demonstrate your value.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers, especially around work/life balance and how you manage client portfolios. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Private Client Tax Manager role. Plus, it shows you’re serious about joining our team.
We think you need these skills to ace Private Client Tax Manager - HNWI Focus & WLB
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualifications and any relevant experience with high-net-worth individuals and trusts. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about tax and how your skills align with our firm's values. We love seeing genuine enthusiasm for the role, so let your personality come through!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it’s successful tax strategies or client satisfaction, we want to know how you've made an impact. Numbers and specific examples can really make you stand out!
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 the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Taylor Rose Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to high-net-worth individuals and trusts. Being able to discuss recent changes or trends in tax law will show your expertise and passion for the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and provide tailored advice, as this role is all about understanding and meeting the unique needs of HNWIs.
✨Emphasise Work/Life Balance
Since this position values work/life balance, be ready to discuss how you manage your time effectively. Share strategies that have helped you maintain a healthy balance while still delivering excellent results for your clients.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and their vision for growth. This not only shows your interest in the role but also helps you gauge if the firm aligns with your career aspirations.
