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 client tax.
- Benefits: Competitive salary, flexible working, extensive leave, and great health benefits.
- Other info: Enjoy mentorship, career progression opportunities, and regular social events.
- Why this job: Make a real impact while developing your skills in a supportive environment.
- Qualifications: ACA and/or CTA qualified with 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
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
Join a dynamic and supportive professional services firm that prioritises employee growth and well-being. With a hybrid working model in the heart of Central London, you will enjoy a collaborative work culture, extensive learning opportunities, and a clear pathway for career advancement. Our commitment to mentorship and personal development ensures that you will thrive while delivering exceptional service to high-net-worth clients.
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 meet potential employers, make sure to highlight your experience and skills in private client tax. Bring examples of your work or case studies to discuss how you’ve added value in previous roles. We want to see your expertise shine!
✨Follow Up After Interviews
After an 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 role. Plus, it keeps you fresh in their minds. We love a proactive candidate!
✨Apply Through Our Website
If you’re keen on this Private Client Tax Senior Manager role, make sure to apply through our website! It’s the best way to ensure your application gets the attention it deserves. We’re excited to see what you bring to the table!
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 specific skills and experiences that match the Private Client Tax Senior Manager role. Highlight your advisory experience and client relationship management skills to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax and how your background makes you the perfect candidate. Don’t forget to mention your ACA and/or CTA qualifications!
Showcase Your Soft Skills:We value strong interpersonal skills just as much as technical expertise. In your application, give examples of how you've built and maintained client relationships or supported junior team members in the past.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you on our radar quickly!
How to prepare for a job interview at The Language Business
✨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 Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you provided exceptional service or turned a challenging client interaction into a positive outcome. This will demonstrate your ability to build and maintain strong client relationships.
✨Demonstrate Leadership Potential
Since this role involves supporting junior team members, be ready to discuss your experience in mentoring or leading teams. Share instances where you've helped others develop their skills or contributed to a team's success, as this will highlight your leadership capabilities.
✨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 gives you a chance to assess if the company aligns with your career goals and values.
