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- Tasks: Manage a portfolio of Private Client Tax clients and mentor your team.
- Company: Join a Top 30 firm in London with a strong reputation in Private Client Tax.
- Benefits: Enjoy a clear route to Partner and opportunities for professional growth.
- Why this job: Be part of a well-regarded service line with excellent networking opportunities.
- Qualifications: CTA qualification and experience with HNWI clients are essential.
- Other info: We value diversity and encourage all backgrounds to apply.
The predicted salary is between 43200 - 72000 £ per year.
Job Description
Are you a Personal Tax specialist, and looking for a role with a clear route to Partner? This could be the role for you!
This Top 30 firm based in the heart of London, are hiring for a Private Client Tax Associate Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is being made as a clear succession plan for one of the Private Client Tax Partners and so this will be a defined route to Partner.
The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.
Responsibilities:As a Private Client Tax Associate Director, you will…
- Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
- Own the budgeting and planning for the clients in your portfolio
- Provide technical guidance to the members of the team, being a clear mentor to the team
- Assist the current Partners with the service line strategic planning and decisions
- Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings
Requirements:As a Private Client Tax Associate Director, you will need…
- CTA Qualification
- Strong knowledge of technical areas of UK Personal taxes
- Experience working with, and advising, HNWI and UNHWI clients
- Ability to train and develop junior members of the team
- Networking skills and an ability to convert leads
If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner – apply now, or get in touch to find out more information! Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director
✨Tip Number 1
Network strategically within the industry. Attend tax seminars, workshops, and networking events where you can meet professionals in the Private Client Tax space. Building relationships with current partners and directors can give you insights into the firm’s culture and expectations.
✨Tip Number 2
Showcase your expertise in UK Personal taxes during informal discussions or networking events. Be prepared to discuss recent changes in tax legislation and how they impact HNWIs and UNHWI clients. This demonstrates your knowledge and passion for the field.
✨Tip Number 3
Engage with the firm's current clients if possible. Understanding their needs and challenges will not only help you in interviews but also show your proactive approach to client management and service line development.
✨Tip Number 4
Prepare to discuss your mentoring experience. Highlight specific examples of how you've trained junior team members and contributed to their professional growth. This is crucial as the role involves guiding others and shaping the future of the team.
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, particularly with HNWIs and UNHWIs. Emphasise your CTA qualification and any relevant achievements that demonstrate your ability to manage a portfolio effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your career aspirations, particularly your interest in progressing to Partner, and how your skills align with the responsibilities outlined in the job description.
Showcase Your Networking Skills: Mention specific examples of how you've successfully built and maintained professional relationships in your previous roles. This is crucial for the position, so highlight any relevant experiences that demonstrate your networking abilities.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is vital in the tax profession. A polished application reflects your professionalism.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Technical Knowledge
As a Private Client Tax Associate Director, you'll need to demonstrate a strong understanding of UK personal taxes. Be prepared to discuss specific tax scenarios and how you would approach them, showcasing your expertise and problem-solving skills.
✨Highlight Your Mentoring Experience
Since the role involves training and developing junior team members, share examples of how you've successfully mentored others in the past. This will show your leadership potential and ability to foster a collaborative team environment.
✨Demonstrate Networking Skills
Networking is crucial for this position, so come ready with examples of how you've built relationships with clients and converted leads. Discuss any strategies you've used to expand your professional network, especially within the HNWI and UNHWI sectors.
✨Express Your Ambition for Partnership
Since this role has a clear route to Partner, convey your long-term career aspirations during the interview. Discuss what being a Partner means to you and how you plan to contribute to the firm's growth and success in that capacity.
