At a Glance
- Tasks: Manage tax compliance and advisory for high net worth clients, families, and trusts.
- Company: Boutique private client tax advisory firm known for personal approach and long-term relationships.
- Benefits: Fully remote work, flexible hours, competitive salary, and supportive environment.
- Other info: Join a dynamic team with opportunities for professional growth.
- Why this job: Enjoy autonomy while making a real impact on clients' financial well-being.
- Qualifications: Experience in personal tax compliance, trusts, and strong communication skills.
The predicted salary is between 54000 - 66000 £ per year.
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote, part-time basis.
Our client is a small, successful private client tax advisory firm, established in 2008 by a highly regarded tax specialist. They are known for their personal approach and long-term client relationships. They take the time to truly understand each client's circumstances, goals and priorities, delivering advice that is clear, practical and technically strong. They are now seeking a capable and motivated private client professional to join their team for around 20 hours per week, fully remote.
This role could suit someone currently working within a private client solicitors firm particularly a STEP member or TEP-qualified professional with experience in trusts and estates. The work is varied and intellectually rewarding. You will support a portfolio of high net worth individuals, families and trusts, covering both compliance and advisory matters. You'll enjoy autonomy in your role, alongside access to senior support when needed.
What you will be doing:
- Managing annual compliance for a portfolio of clients, including high net worth individuals, families and trusts
- Supporting planning and advisory work across Capital Gains Tax, Inheritance Tax, trusts and family wealth structures
- Assisting with residence, domicile and foreign income matters
- Supporting investment relief work, particularly EIS and SEIS
- Building trusted relationships with clients and professional introducers
- Working collaboratively with senior advisers to deliver a high-quality service
About You
We would love to hear from you if you bring experience in some of the following (it doesn't need to be everything):
- Personal tax compliance for high net worth individuals
- Trust and estate work (compliance and/or advisory)
- EIS and SEIS claims and associated planning
- CGT planning, including property and family scenarios
- IHT and estate planning (experience of Estate Accounts and /or IHT400 a plus)
- A client-friendly, professional communication style
- Confidence working independently, with support available
- Strong attention to detail and pride in producing high-quality work
Qualifications such as ATT, CTA or STEP are welcomed. Our client is particularly keen to meet candidates who have trained or worked within a quality professional firm environment and bring that same rigour and care to their work.
What's on Offer?
- Fully remote working
- Flexible working pattern
- Around 20 hours per week (exact structure open to discussion)
- Salary up to £40k FTE (c.£22.5k pro rata for 20 hours)
- The opportunity to work with high-calibre clients in a supportive, specialist firm
If you're looking for a high-quality private client role that offers genuine flexibility and autonomy, we'd love to hear from you. Apply now or contact the Ten2Two team for a confidential discussion.
Private Client Tax Manager in London employer: Ten2Two Ltd
Join a dynamic and supportive team at our independent professional services firm, where your skills as a Payroll Administrator will be truly appreciated. We offer a collaborative work culture that prioritises employee development, providing ample opportunities for growth and advancement within the payroll function. Located in a vibrant area, our firm not only values your contributions but also fosters a healthy work-life balance with competitive benefits and a commitment to your professional journey.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in London
✨Make the Most of Networking Events
In tax advisory consulting, face-to-face connections can be a game changer. Look out for industry networking events, seminars, and workshops – these are great places to chat with professionals and even potential employers. Don't just attend, be engaging and show interest in the work others do!
✨Join Professional Bodies
Getting involved with professional bodies like the Chartered Institute of Taxation can really boost your visibility. These organisations often have student memberships and offer resources, networking opportunities, and events that can lead to part-time roles. So, get signed up and start connecting!
✨Leverage University Career Services
As you’re looking for a part-time role, don't forget about your university's career services. They often have listings for internships and part-time opportunities in tax advisory consulting that aren't advertised elsewhere. Plus, they can help you polish your interview skills – which is vital in this competitive field!
✨Showcase Your Passion Online
Set up a simple online portfolio or even share your insights and thoughts about tax issues on platforms like LinkedIn. It helps showcase your knowledge and enthusiasm for tax advisory consulting. By doing this, when companies like Ten2Two Ltd are looking for someone part-time in this field, you're already on their radar!
We think you need these skills to ace Private Client Tax Manager in London
Some tips for your application 🫡
Focus on Your Tax Knowledge:When applying for a tax advisory consulting role, highlight your understanding of tax laws and regulations. Make sure to mention any relevant coursework, certifications, or specific projects that demonstrate your expertise in the field. We want to see that you’re up-to-date with the latest developments in tax practices!
Quantify Your Achievements:In your CV, it’s great to highlight achievements that are data-driven. Include examples of how you’ve helped clients save on their taxes or maximised their returns. Specific figures can really make you stand out to Ten2Two Ltd, showing them the potential value you can bring to their team.
Tailor Your Cover Letter to Part-Time Flexibility:Since this is a part-time role, be sure to express your enthusiasm for the chance to balance academic pursuits with professional experience. Let us know how you can effectively manage your time and contribute meaningfully to Ten2Two Ltd’s projects while diving into your studies!
Demonstrate Your Analytical Skills:Tax advisory requires a keen eye for detail and strong analytical skills. Include any examples from your past experience where you’ve successfully analysed data or solved complex tax issues. Show us how you can apply your analytical abilities in practical situations when you join Ten2Two Ltd!
How to prepare for a job interview at Ten2Two Ltd
✨Get Comfortable with Numbers
Since you're diving into tax advisory consulting, brush up on your numerical skills, particularly in tax calculations and compliance. Expect to face some technical questions that assess your understanding of tax laws and deduction strategies, so be prepared to demonstrate how you've tackled such challenges in the past.
✨Know Your Tax Softwares
Familiarise yourself with the common tax software used in the industry like Sage or QuickBooks. If they ask about your experience with these tools, having relevant examples ready will definitely give you a leg up. Mention any projects where you used these systems effectively, as this showcases your readiness to contribute immediately.
✨Emphasise Your Flexibility
Since this is a part-time role, showcase your ability to manage time effectively and juggle multiple tasks. Share examples of how you've previously balanced academic commitments or other jobs while ensuring high-quality work in tax-related projects—this shows you're reliable and adaptable!
✨Pitch Your Learning Eagerness
As an aspiring tax advisor in a part-time capacity, your motivation and willingness to learn are crucial. Highlight any relevant courses or certifications you’re pursuing that relate to tax regulations. This not only demonstrates your commitment to the field but also conveys that you’re keen to grow with Ten2Two Ltd in this role.
