At a Glance
- Tasks: Lead complex tax advisory projects for high net worth clients and manage significant relationships.
- Company: Join a respected mid-tier chartered accountancy practice in Ashford with a growing team.
- Benefits: Competitive salary, hybrid working, and comprehensive benefits package.
- Other info: Collaborative environment with excellent career progression opportunities.
- Why this job: Make a real impact advising ultra high net worth individuals and develop your career.
- Qualifications: CTA qualified with significant experience in Private Client Tax and strong leadership skills.
TPF Recruitment is delighted to be supporting a highly regarded mid tier chartered accountancy practice in their search for a Private Client Tax Senior Manager to join their growing 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 successful and expanding Private Client Tax department with genuine long term career prospects.
The successful candidate will play a key role in leading complex advisory projects, managing significant client relationships and supporting the continued growth of the team. Working alongside Partners and Directors, you'll advise an impressive portfolio of high net worth and ultra high net worth individuals, entrepreneurs, families, family offices and trusts, delivering bespoke tax planning solutions across a broad range of complex private client matters. This is a predominantly advisory role, with strategic oversight of compliance work.
The Role
- Managing a portfolio of high net worth and ultra high net worth individuals, families and trusts.
- Leading complex private client advisory projects across a broad range of tax matters.
- Advising on residency, domicile and international tax matters, including the new long term residence, Temporary Repatriation Facility (TRF) and Foreign Income and Gains (FIG) rules.
- Advising on historic non domiciled taxation, the remittance basis and mixed fund rules.
- Providing advice on the UK Statutory Residence Test and double tax treaties.
- Delivering sophisticated Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and succession planning.
- Advising on UK and offshore trust structures, Family Investment Companies and property holding structures.
- Supporting clients through HMRC enquiries and responding to HMRC nudge letters.
- Preparing and reviewing high quality technical reports and delivering clear, commercial advice.
- Managing client relationships, budgets, fee estimates and billing.
- Supporting business development initiatives and identifying opportunities to grow client relationships.
- Mentoring and developing Managers and junior members of the team.
- Working closely with the Partners on strategic client matters and contributing to the continued growth of the Private Client Tax service line.
Requirements
- CTA qualified
- Significant post qualification experience within Private Client Tax.
- 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.
- Strong technical knowledge across:
- New long term residence, TRF and FIG rules.
- Historic non domiciled taxation, remittance basis and mixed fund rules.
- UK Statutory Residence Test.
- Double tax treaties.
- UK and offshore trusts.
- Inheritance Tax planning, including trusts, wills, Business Relief, Residence Nil Rate Band, pensions and other reliefs.
- Property holding structures and Family Investment Companies.
- HMRC enquiries and nudge letters.
- Excellent report writing and technical advisory skills.
- Experience managing billing, fee estimates, budgets and client expectations.
- Strong leadership and relationship management skills.
- A stable career history and a genuine desire to build a long term career within a growing team.
Benefits
- Competitive salary of £65,000 to £80,000, depending on experience.
- Comprehensive benefits package.
- Hybrid and flexible working.
- A predominantly advisory role with exposure to high quality and technically challenging work.
- The opportunity to advise an exceptional portfolio of high net worth and ultra high net worth clients.
- Excellent career progression within a growing and successful mid tier practice.
- Ongoing technical development and professional training.
- A collaborative, supportive and forward thinking working environment.
If you're an experienced Private Client Tax Senior Manager looking to join a growing mid tier practice where you can lead complex advisory work, build lasting client relationships and continue progressing your career, we'd love to hear from you. Apply today or contact TPF Recruitment for a confidential discussion.
Private Client Tax Senior 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 Senior 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 Senior 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!
