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- Tasks: Manage a diverse private client tax portfolio and provide expert tax advisory services.
- Company: Leading firm in Central London with a focus on high-net-worth individuals.
- Benefits: Excellent salary, private medical insurance, and flexible working options.
- Other info: Flexible hours and part-time options available for the right candidate.
- Why this job: Take your career to the next level with a clear path to Director.
- Qualifications: CTA qualified with experience in personal tax advisory for HNWIs.
The predicted salary is between 60000 - 80000 £ per year.
We have just been instructed on a fantastic Private Client Tax Manager or Senior Manager opportunity on behalf of our client in Central London. Perfect for a CTA qualified individual looking for the next step up in their career towards becoming Director.
Working with an impressive client portfolio including HNWIs, UHNWIs, Trusts and Family Estates (including those with international affairs) involving a mixture of tax advisory and ad hoc project work.
Excellent remuneration & benefits package, private medical insurance, option of WFH 3 days a week, lots of flexibility and a personal progression plan. Part time considered.
The Role:
- Managing a diverse private client tax portfolio
- Provision of tax advisory services
- Provision of advice in areas such as Capital Gains, IHT & Succession Planning
- Managing the delivery of ad hoc tax projects
- Tax planning
- Mentoring junior staff
- Client meetings
- Business development
- Building strong client relationships
You:
- CTA Qualified
- Experience of working with HNWIs
- Significant private client/ personal tax advisory expertise
- Excellent communication skills
- UK Resident
Benefits include:
- Personal Progression Plan to Director
- Hybrid arrangement (option of WFH 3 days a week)
- Private Medical Insurance
Private Client Tax Manager in London employer: Taylor Rose Recruitment
Contact Detail:
Taylor Rose Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy to reach out for informational chats. You never know who might have the inside scoop on your dream job!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience with HNWIs and your tax advisory skills. Share specific examples of how you've added value in previous roles – it’ll set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by researching the company and its client base. Understand their needs and think about how your skills can help them manage their diverse private client tax portfolio. Tailor your responses to show you’re the perfect fit for their team!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of fantastic opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining the team. Let’s get you that Private Client Tax Manager role!
We think you need these skills to ace Private Client Tax Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your CTA qualification and experience with HNWIs, as well as any relevant tax advisory work you've done. We want to see how your skills match what we're looking for!
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 experience in managing diverse tax portfolios and your passion for mentoring junior staff. Let us know what excites you about working with our impressive client portfolio.
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing any client-facing experiences you’ve had. We love seeing candidates who can build strong relationships!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at Taylor Rose Recruitment
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains, IHT, and Succession Planning. Be ready to discuss how you've applied this expertise in previous roles, especially with HNWIs and UHNWIs.
✨Showcase Your Client Management Skills
Prepare examples of how you've built strong relationships with clients in the past. Highlight any experiences where you've successfully managed a diverse private client tax portfolio or delivered ad hoc tax projects.
✨Demonstrate Leadership Potential
Since this role involves mentoring junior staff, think about times when you've taken the lead or supported others in their development. Share specific instances that showcase your ability to guide and inspire.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to tax advisory services and their client portfolio. This shows your genuine interest in the role and helps you assess if it's the right fit for you.