At a Glance
- Tasks: Manage a diverse portfolio of high-net-worth clients and provide top-notch tax advice.
- Company: Join a well-established professional services firm with a focus on private clients.
- Benefits: Competitive salary, flexible working, extensive learning opportunities, and regular social events.
- Other info: Clear progression pathways towards Director or Partner level with ongoing mentorship.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: ACA and/or CTA qualified with proven advisory experience in private client tax.
The predicted salary is between 82000 - 95000 € per year.
An exciting opportunity has arisen for an experienced Private Client Tax Senior Manager to join a well-established and growing professional services firm. This role sits within a specialist Private Client team, supporting a diverse portfolio of high-net-worth individuals, trusts, estates and family office clients. The successful candidate will play a key role in delivering high-quality advisory and compliance services while managing client relationships and supporting junior team members.
THE ROLE
- Managing a large and varied portfolio of private clients
- Providing high-quality tax advice to clients in relation to their personal tax affairs
- Overseeing day-to-day portfolio management including billing, delegation and monitoring work in progress
- Building and maintaining strong client relationships
- Identifying opportunities to develop new work from existing clients
- Supporting business development initiatives and networking activities
- Reviewing work prepared by junior team members and assisting with their development
- Ensuring excellent client service and timely delivery of work
CANDIDATE PROFILE
- ACA and/or CTA qualified
- Experience within private client tax gained in professional practice
- Proven advisory experience is essential
- Excellent client relationship and portfolio management skills
The successful candidate will benefit from ongoing mentorship and support from the senior leadership team, with a strong focus on both technical and soft skills development, including client relationship management and team leadership. You will also have access to personalised coaching and career development support tailored to your individual goals, with clear progression opportunities and a potential pathway towards Director or Partner level.
SALARY AND BENEFITS
- £82,000 - £95,000 pa
- 25 days annual leave increasing with service
- Flexible hours of work
- Excellent pension scheme
- Private medical insurance
- Life assurance (x4 pensionable salary)
- Extensive learning and development opportunities
- Employee benefits portal including vouchers and cashback on everyday purchases
- Regular social events!
- Payment of one professional subscription per annum
- Enhanced parental and family leave
Contact: Please apply now or reach out to Lisa Grimes for a confidential discussion.
Private Client Tax Senior Manager (Private Wealth) in London employer: The Language Business - Language Recruitment Specialists
Join a dynamic and supportive professional services firm that prioritises employee growth and development, particularly in the vibrant setting of Central London. As a Private Client Tax Senior Manager, you will enjoy a hybrid work model, competitive salary, and a wealth of benefits including extensive learning opportunities, flexible working hours, and a strong emphasis on mentorship from senior leadership. This is an excellent opportunity to build meaningful client relationships while advancing your career in a collaborative and engaging work culture.
Contact Detail:
The Language Business - Language Recruitment Specialists Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Senior Manager (Private Wealth) in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your experience and skills that align with the role. We want to see how you can bring value to their team, so don’t hold back on sharing your successes and achievements!
✨Prepare for Interviews
Do your homework before any interview! Research the company, understand their values, and think about how your experience fits into their goals. We recommend practising common interview questions and preparing some thoughtful questions of your own to show your interest.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the position. We believe this small gesture can really set you apart from other candidates.
We think you need these skills to ace Private Client Tax Senior Manager (Private Wealth) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your ACA/CTA qualifications and any relevant private client tax experience 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 the Private Client Tax Senior Manager role. Share specific examples of how you've managed client relationships and delivered high-quality tax advice.
Showcase Your Soft Skills:We value strong interpersonal skills just as much as technical expertise. In your application, mention how you've supported junior team members or contributed to business development initiatives. We want to see your leadership potential!
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at The Language Business - Language Recruitment Specialists
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and practices, especially those relevant to high-net-worth individuals. Being able to discuss recent changes or trends in private client tax will show your expertise and enthusiasm for the role.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you turned a challenging client interaction into a positive outcome. This will demonstrate your ability to build and maintain strong client connections.
✨Demonstrate Leadership Potential
Since this role involves supporting junior team members, be ready to talk about your experience in mentoring or leading teams. Share instances where you've helped others develop their skills or contributed to a team's success.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to private client tax and their expectations for the role. This not only shows your interest but also helps you gauge if the company culture aligns with your career goals.
