At a Glance
- Tasks: Provide tax planning and advisory services to a diverse range of clients.
- Company: Leading medium-sized practice with a focus on private client tax advisory.
- Benefits: Career progression, mentoring opportunities, and a supportive team environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Experience in tax advisory and strong communication skills.
- Other info: Opportunity to mentor junior staff and develop leadership skills.
The predicted salary is between 48000 - 72000 £ per year.
An exciting opportunity has arisen within the Private Client Tax Advisory team of the Surrey office of this leading medium sized practice. You will report into the Tax Partner and Private Client and Trust Directors and be provided with a varied role which will embrace providing advisory and compliance services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Your principal focus will be to deliver tax planning and advisory services in relation to a range of clients which may include Non-Dom and International clients, Family office, Offshore, Inheritance Tax, Trusts and Estate Planning. You will deliver a full consultative compliance and planning service to individuals and their families including optimising all private client tax reliefs during lifetime and on death.
Specifically, your responsibilities will include the following:
- Assist Tax Partners, Partners and Directors with more complex enquiries and ensure planning and cross-selling opportunities are identified and followed up.
- Involvement in any Revenue enquiry matters.
- Review client base and identify additional opportunities.
- Maintain regular communication with all clients and related 3rd parties.
- Work in a team with direct responsibility for the mentoring, developing and training of junior managers & trainees.
- Prepare budgets, complete work within budget and report to Partners on any variances from budget.
Private Client Tax Manager in England employer: Warner Scott Recruitment Ltd
Contact Detail:
Warner Scott Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Manager in England
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it’s your turn to shine.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Private Client Tax Manager in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Manager role. Highlight your experience in tax planning and advisory services, especially with Non-Dom and International clients. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax advisory and how you can contribute to our team. Don’t forget to mention any relevant experience with trusts and estate planning.
Showcase Your Team Spirit: We value collaboration, so make sure to highlight your experience working in teams. Mention any mentoring or training roles you've had, as we’re keen on developing our junior managers and trainees together.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Warner Scott Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and reliefs, especially those relevant to private clients. Being able to discuss specific cases or recent changes in tax law will show your expertise and enthusiasm for the role.
✨Showcase Your Advisory Skills
Prepare examples of how you've successfully provided tax planning and advisory services in the past. Think about situations where you identified opportunities for clients and how you communicated these effectively.
✨Team Player Vibes
Since this role involves mentoring and working closely with others, be ready to discuss your experience in team settings. Highlight any leadership roles you've taken on and how you've helped develop junior staff or trainees.
✨Client Communication is Key
Demonstrate your ability to maintain strong client relationships. Prepare to talk about how you've managed client communications in the past, especially in complex situations or during revenue enquiries.