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Our client, a prestigious boutique tax firm in North London, is seeking a Private Tax Manager to join their team. The successful candidate will provide bespoke taxation services to high-net-worth individuals and businesses, combining technical tax expertise with strong business development skills to grow and maintain their exclusive client portfolio.
Key Responsibilities- Develop and maintain relationships with high-net-worth individuals and corporate clients
- Proactively identify new business opportunities through networking and referrals
- Convert prospects into clients through consultative selling approaches
- Deliver personalized tax planning strategies that align with clients' broader financial objectives
- Identify tax-efficient solutions that competitors typically overlook
- Prepare and review complex tax returns for high-net-worth individuals
- Stay current with UK tax legislation and identify planning opportunities
- Expand relationships within client organizations to secure additional business
- Meet or exceed annual revenue targets and business development KPIs
- CTA, ACA, ACCA or equivalent qualification
- Minimum 5 years' experience in tax advisory services
- Proven track record of business development and client acquisition
- Strong technical knowledge of UK tax regulations for high-net-worth individuals
- Experience in handling complex tax planning scenarios
- Exceptional communication and relationship-building skills
- Commercial awareness and ability to translate technical concepts into value propositions
- Demonstrated ability to work independently while contributing to a team environment
- Entrepreneurial mindset with a passion for business development
- Polished presentation skills and professional demeanor
- Strategic thinking with a solution-oriented approach
- Ability to build trust quickly with sophisticated clients
- Resilience and persistence in pursuing business opportunities
- Commitment to delivering exceptional client service
