At a Glance
- Tasks: Manage high net worth clients and deliver bespoke tax planning solutions.
- Company: Join a leading mid-tier accountancy firm with a collaborative culture.
- Benefits: Competitive salary, hybrid working, and ongoing professional development.
- Other info: Supportive environment with clear career progression opportunities.
- Why this job: Work on complex projects and build long-term career prospects in tax advisory.
- Qualifications: CTA qualified with experience in private client taxation.
TPF Recruitment is delighted to be supporting a leading mid tier firm of chartered accountancy practice in their search for a Private Client Tax Manager to join their highly regarded team in Ashford. This is a newly created position that has arisen as a result of the firm's continued growth, making it an excellent opportunity to join a thriving and expanding Private Client Tax department with genuine long term career prospects.
Working within a collaborative and highly technical team, you will advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families and trusts, delivering bespoke tax planning solutions across a wide range of complex private client matters. This is a predominantly advisory role, with oversight of compliance work, offering excellent exposure to challenging and rewarding projects.
The Role
- Managing a portfolio of high net worth and ultra high net worth private clients.
- Delivering proactive tax planning and advisory services across a wide range of private client tax matters.
- Reviewing and overseeing personal tax compliance whilst maintaining a strong advisory focus.
- Advising clients on residency, domicile and international tax issues, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
- Advising on historic non domicile, remittance basis and mixed fund matters.
- Providing guidance on the UK Statutory Residence Test and double tax treaties.
- Advising on UK and offshore trust structures, succession planning and wealth preservation.
- Delivering Inheritance Tax planning advice, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other available reliefs and exemptions.
- Advising on property holding structures and Family Investment Companies.
- Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
- Preparing high quality technical reports and presenting complex advice in a clear, commercial manner.
- Managing client relationships, budgets, fee estimates and billing.
- Supporting and mentoring junior members of the team while working closely with Partners and Directors on advisory projects.
Requirements
- CTA qualification.
- At least two years' post qualification experience.
- Experience advising high net worth and ultra high net worth individuals within a Mid Tier or Big Four accountancy practice.
- STEP qualification would be advantageous.
- Excellent technical knowledge across private client taxation.
- Strong report writing and advisory skills.
- Experience managing billing, fee estimates, budgets and client expectations.
- Excellent communication and relationship building skills.
- A stable career history with a genuine desire to build a long term career within a growing team.
Benefits
- Competitive salary of £60,000 to £75,000, depending on experience.
- Comprehensive benefits package.
- Hybrid and flexible working.
- Predominantly advisory work with exposure to complex private client tax planning.
- The opportunity to work with an exceptional portfolio of high net worth and ultra high net worth clients.
- Clear career progression within one of the UK's leading mid tier accountancy practices.
- Ongoing professional development and technical training.
- A collaborative, supportive and inclusive working environment.
If you are an experienced CTA qualified Private Client Tax Manager looking to join a growing mid tier firm where you can work on high quality advisory projects while continuing to develop your career, we would love to hear from you. Apply today or contact TPF Recruitment for a confidential discussion.
Private Client Tax Manager in Ashford employer: TPF Recruitment
TPF Recruitment is an exceptional employer, offering a supportive and friendly work environment in Sevenoaks, Kent, where you can thrive both professionally and personally. With clear pathways to partnership and a competitive salary alongside a comprehensive benefits package, employees are encouraged to grow and develop their careers while enjoying a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Manager in Ashford
✨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, 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 in Ashford
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'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. 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!
How to prepare for a job interview at TPF Recruitment
✨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.
✨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. It helps to show our commitment!
