At a Glance
- Tasks: Manage a diverse portfolio of high net worth clients and deliver expert tax planning services.
- Company: Leading and rapidly expanding accountancy firm in Central London.
- Benefits: Competitive salary, hybrid working, and clear career progression opportunities.
- Other info: Collaborative environment with opportunities for mentoring and professional growth.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: ACA, ACCA, ATT or CTA qualified, with strong UK personal tax knowledge.
The predicted salary is between 54000 - 66000 £ per year.
Location: Central London
Salary: Competitive + Benefits
Join a Growing and Ambitious Tax Team
Are you an experienced Private Client Tax Manager looking for a role that offers high quality advisory work, excellent client exposure and genuine career progression? TPF Recruitment is delighted to be recruiting on behalf of a leading and rapidly expanding accountancy and business advisory firm in London. Due to continued growth and recent acquisitions, our client is seeking a talented Private Client Tax Manager to join their growing tax team.
This is an excellent opportunity to work closely with Partners and senior leaders, advising a varied portfolio of high net worth individuals, business owners, entrepreneurs, trust clients and family wealth structures. You will have the opportunity to develop long term client relationships, lead complex advisory projects and play a key role in the continued growth of the firm's private client offering.
The Opportunity
As a Private Client Tax Manager, you will manage a diverse portfolio of private clients while delivering expert tax planning and compliance services. You'll work on a broad range of personal tax matters, supporting clients through every stage of their personal and business lives. The role provides exposure to complex tax planning projects, succession and estate planning work, trusts, capital gains tax and wealth preservation strategies. You will also have the opportunity to contribute to business development initiatives and help shape the future growth of the private client team.
Key Responsibilities
- Manage a portfolio of high net worth individuals, business owners, trusts and family wealth clients
- Deliver high quality personal tax compliance and advisory services
- Provide advice on income tax, capital gains tax, inheritance tax and trust taxation matters
- Manage complex tax planning assignments and advisory projects from inception to completion
- Build and maintain strong client relationships, acting as a trusted adviser
- Identify tax planning opportunities and provide commercially focused recommendations
- Support clients with succession planning, estate planning and wealth preservation strategies
- Review personal tax returns and ensure compliance obligations are met efficiently and accurately
- Liaise directly with HMRC regarding enquiries, disclosures and technical matters
- Support the development of junior team members through coaching and technical guidance
- Collaborate with colleagues across tax, audit and accounting departments to deliver integrated client solutions
- Contribute to the firm's business development efforts, networking activities and thought leadership content
- Keep up to date with changes in UK tax legislation and provide relevant updates to clients and colleagues
Requirements
- ACA, ACCA, ATT or CTA qualification, or be qualified by experience
- Strong technical knowledge of UK personal tax legislation
- Significant experience within private client tax gained in an accountancy practice or professional services environment
- Experience advising high net worth individuals, entrepreneurs and trusts
- Excellent client relationship and stakeholder management skills
- Strong project management and organisational abilities
- Experience reviewing tax returns and managing compliance processes
- A commercial mindset with the ability to identify advisory opportunities
- Experience supporting, mentoring and developing junior staff
- Excellent communication skills with the ability to explain complex tax matters in a clear and practical way
Benefits
- Exposure to high quality private client tax advisory work
- Opportunity to work closely with experienced Partners and senior tax professionals
- Diverse client base including high net worth individuals, entrepreneurs and family wealth structures
- Clear career progression opportunities within a growing firm
- Supportive and collaborative working environment
- Hybrid and flexible working arrangements
- Competitive salary and comprehensive benefits package
- Opportunity to play a key role in the continued expansion of the private client team
Private Client Tax Manager - Top 20 Firms in City of London employer: TPF Recruitment Ltd
TPF Recruitment offers an exceptional working environment for an Accounts Semi-Senior in Haywards Heath, where you can thrive in a supportive team dedicated to your professional growth. With competitive salaries, hybrid working options, and a commitment to ongoing development, employees enjoy a balanced work-life culture alongside generous benefits like enhanced family leave and corporate discounts. This role not only provides diverse client exposure but also fosters mentorship opportunities, making it an ideal place for those eager to advance their careers in accountancy.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager - Top 20 Firms in City of London
✨Join Tax Networks
Get involved in tax-focused networks or associations, like the Chartered Institute of Taxation. These communities often host events and workshops which can help you make connections with industry professionals, plus they might even have job boards exclusive to members.
✨Attend Industry Events
Keep an eye out for tax-related conferences and seminars. Events like these are not only great for learning but also for meeting potential employers face-to-face. Use these opportunities to ask questions and express your interest; it’s all about putting a face to the name!
✨Leverage Social Media
Follow leading tax advisory firms, such as TPF Recruitment Ltd, on social media. Engage with their posts – comment, share insights, or even ask questions. This can help you get noticed and show your enthusiasm for the industry before you even apply!
✨Showcase Your Knowledge
Consider writing articles or blogs on tax trends and issues. Sharing your expertise on platforms like LinkedIn can boost your visibility and establish you as someone who is serious about a career in tax advisory. Plus, it gives you something to discuss when you land that interview!
We think you need these skills to ace Private Client Tax Manager - Top 20 Firms in City of London
Some tips for your application 🫡
Show Off Your Tax Knowledge:Make sure your CV highlights any relevant tax qualifications, certifications, or coursework you've completed. We want to see that you understand tax laws, regulations, and compliance issues—so detail your academic background or any practical experience in tax advisory to catch TPF Recruitment Ltd's eye!
Quantify Your Achievements:In the tax consultancy field, showing measurable outcomes from your previous work can set you apart. Use your CV to include specific examples of how your advice helped clients save money or avoid penalties. Numbers speak volumes in our industry and can really highlight your impact.
Tailor Your Cover Letter:Your cover letter is your chance to express why you're passionate about tax consultancy and why you're excited about working at TPF Recruitment Ltd. Share any personal experiences or insights that fuel your interest in the tax advisory field—let your enthusiasm shine through!
Keep It Professional but Approachable:While your written application should maintain a professional tone, don’t be afraid to let a bit of your personality show. Tax advisory is about building relationships, so if you can convey your approachable nature in your writing, that's a bonus when applying for this full-time role at TPF Recruitment Ltd!
How to prepare for a job interview at TPF Recruitment Ltd
✨Know Your Tax Fundamentals
Brush up on the core principles of tax law, especially recent updates that might affect clients. During the interview, we could face scenario-based questions where we'll need to apply these principles to solve problems, so get comfy with hypothetical situations!
✨Show Your Analytical Skills
Tax advisory isn't just about knowing the rules; it’s about interpreting them. Make sure to prepare examples from your previous studies or experiences where you successfully analysed complex data. We want to demonstrate how we can bring those analytical skills to the table for TPF Recruitment Ltd.
✨Understand the Consulting Aspect
Since this is a full-time role, the interview might involve discussing how we communicate tax strategies to clients. Think about times we've interacted with clients or presented technical information in a digestible way. This shows we’re not just tax boffins but can also connect with people!
✨Your Long-Term Vision
As we're aiming for a full-time position, it's important to convey our enthusiasm and long-term interest in tax advisory. Be prepared to chat about why we’re passionate about this field and how we see ourselves growing within TPF Recruitment Ltd. It helps to show our commitment!
