Senior Manager - Private Client Tax & Trusts
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FULL DESCRIPTION
Senior Manager - Private Client Tax & Trusts in London
London
Full-Time
85000 - 95000 £ / year (est.)
Home office (partial)
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At a Glance
- Tasks: Advise high-net-worth clients on tax and trust planning across multiple jurisdictions.
- Company: A friendly, supportive firm focused on private client services.
- Benefits: Competitive salary, hybrid working, and a strong emphasis on work/life balance.
- Why this job: Join a team of experts and make a real impact in the world of private client tax.
- Qualifications: CTA qualification and experience in IHT, CGT, and trust structuring required.
- Other info: Opportunity for career growth in a dynamic and supportive environment.
The predicted salary is between 85000 - 95000 £ per year.
Advise an impressive client base of international HNWIs, offshore trusts, entrepreneurs, business owners and their families. This friendly, supportive, Private Client-focused firm is growing and looking for a CTA qualified personal tax Senior Manager to handle UK and international capital taxes planning and trusts advisory work. You’ll join a team of highly experienced personal tax and trusts professionals, handling a broad range of private client tax projects.
The role will include:
- High end IHT, CGT and offshore trusts advice
- Tax and Trust planning for HNWIs with multi jurisdictional wealth
- Relationship management as a key trusted adviser
- Overseeing junior staff and their compliance portfolios
- Being part of a friendly and supportive team that genuinely values work/life balance
The CTA qualification is a pre-requisite, along with strong technical experience of advising on IHT, CGT and trust structuring. Salary dependent on grade and experience, but likely to be in the range £85k-£95k + bens. Hybrid working 2-3 days a week is also on offer.
Senior Manager - Private Client Tax & Trusts in London employer: [Employer hidden — view at passion-project.co.uk]
Join a dynamic and supportive firm that prioritises work/life balance while providing exceptional advisory services to a prestigious clientele of international high-net-worth individuals and their families. With a strong emphasis on professional development, you will have the opportunity to lead a talented team, manage complex tax and trust projects, and enjoy the flexibility of hybrid working arrangements. This is an ideal environment for those seeking meaningful career growth in a collaborative and friendly atmosphere.
Contact Detail:
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StudySmarter Expert Advice 🤫
We think this is how you could land Senior Manager - Private Client Tax & Trusts in London
#### ✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Senior Manager role. You never know who might have the inside scoop on opportunities that aren't advertised.
#### ✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge around IHT, CGT, and trust structuring. We want you to feel confident discussing these topics, as they’ll likely come up when you’re chatting with potential employers.
#### ✨Tip Number 3
Showcase your relationship management skills! Be ready to share examples of how you've built trust with clients in the past. This is key for a role focused on advising HNWIs and their families.
#### ✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.
#### We think you need these skills to ace Senior Manager - Private Client Tax & Trusts in London
CTA Qualification
IHT Advisory
CGT Advisory
Trust Structuring
Tax Planning
Relationship Management
Compliance Oversight
Multi-Jurisdictional Wealth Management
Team Leadership
Client Advisory Skills
Private Client Tax Projects
Strong Technical Experience
Work/Life Balance Advocacy
Some tips for your application 🫡
Show Off Your CTA Qualification:
Make sure to highlight your CTA qualification right at the start of your application. This is a must-have for us, so don’t be shy about showcasing it along with any relevant experience you have in IHT, CGT, and trust structuring.
Tailor Your Experience:
When detailing your past roles, focus on experiences that relate directly to advising HNWIs and managing multi-jurisdictional wealth. We want to see how your background aligns with our needs, so make it personal and relevant!
Emphasise Relationship Management Skills:
Since relationship management is key for this role, share examples of how you've built and maintained client relationships in the past. We love seeing candidates who can be trusted advisers to their clients!
Keep It Friendly and Professional:
Our team values a friendly and supportive atmosphere, so let your personality shine through in your application. While professionalism is important, we appreciate a touch of warmth and approachability in your writing.
How to prepare for a job interview at [Employer hidden]
✨Know Your Stuff
Make sure you brush up on your knowledge of IHT, CGT, and trust structuring. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you’re not just qualified, but also experienced and confident in your expertise.
✨Showcase Your Relationship Management Skills
Since relationship management is key for this role, prepare examples of how you've built and maintained strong client relationships in the past. Think about times when you acted as a trusted adviser and how you handled any challenges that arose.
✨Team Player Vibes
This firm values a friendly and supportive team environment, so be sure to highlight your experience working collaboratively with others. Share examples of how you've mentored junior staff or contributed to a positive team culture in previous roles.
✨Work/Life Balance Matters
Since they emphasise work/life balance, it’s a good idea to express your understanding of its importance. You might want to mention how you manage your workload effectively while ensuring you maintain a healthy balance, which can resonate well with their company culture.
Senior Manager - Private Client Tax & Trusts in London
[Employer hidden]
Location: London
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