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- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advisory services.
- Company: Join a well-established professional services firm with a growing Private Client team.
- Benefits: Competitive salary, flexible working, extensive learning opportunities, and regular social events.
- Other info: Enjoy a hybrid work model and excellent career growth potential.
- Why this job: Make a real impact by supporting high-net-worth individuals and developing your career in tax.
- Qualifications: ACA and/or CTA qualified with strong private client tax experience.
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 portfolio of private client, trust and family office clients
- Providing tax advisory services to trustees, executors and high-net-worth individuals
- Overseeing day-to-day portfolio management including billing, delegation and work in progress monitoring
- Building and maintaining strong client relationships
- Identifying opportunities for additional services and supporting business development initiatives
- Reviewing work prepared by junior team members and assisting with their development
- Supporting the delivery of high-quality client service across advisory and compliance matters
CANDIDATE PROFILE
- ACA and/or CTA qualified
- Strong experience within private client tax gained in professional practice
- Proven advisory experience is essential
- Excellent client relationship and portfolio management skills
- Experience in mentoring or supervising junior staff
- Estate administration experience would be advantageous
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 (Trusts and Family Office) employer: The Language Business
Contact Detail:
The Language Business Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Manager (Trusts and Family Office)
✨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 that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them your expertise in private client tax and how you can add value to their team!
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it more personal.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for passionate individuals to join our growing team, so don’t hesitate!
We think you need these skills to ace Private Client Tax Senior Manager (Trusts and Family Office)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your private client tax experience and any relevant qualifications like ACA or CTA. We want to see how you fit into our team!
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 your advisory experience and how you've built strong client relationships in the past.
Showcase Your Team Spirit: Since this role involves mentoring junior staff, let us know about your experience in supporting and developing others. We love candidates who can demonstrate their ability to work collaboratively and foster a positive team environment.
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 don’t miss out on any important updates. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at The Language Business
✨Know Your Tax Stuff
Make sure you brush up on your private client tax knowledge, especially around trusts and family offices. Be ready to discuss specific cases or scenarios you've handled in the past, as this will show your expertise and confidence in the field.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained strong relationships with high-net-worth clients. Think about times when you identified additional service opportunities or successfully managed client expectations, as these are key aspects of the role.
✨Mentoring Matters
Since the role involves supporting junior team members, be ready to talk about your mentoring experience. Share specific instances where you've helped others develop their skills or overcome challenges, highlighting your leadership abilities.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the firm’s approach to client service or their business development initiatives. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.