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- Tasks: Lead the personal tax team and advise clients on complex tax matters.
- Company: Join a well-established firm with a stellar reputation in Ipswich.
- Benefits: Enjoy a supportive culture, career progression, and diverse client work.
- Why this job: Make a lasting impact while working with high-net-worth individuals and family businesses.
- Qualifications: Seeking seasoned Personal Tax experts with strong client relationship skills.
- Other info: Opportunity to mentor and inspire a talented team.
The predicted salary is between 43200 - 72000 £ per year.
Are you a seasoned Personal Tax expert looking to take your career to the next level? We have an exciting opportunity for a Personal Tax Partner to join a leading firm in Ipswich. This is your chance to take on a pivotal role, leading the personal tax team, building strong client relationships, and making a lasting impact on the firm’s growth.
About the Firm: This well-established firm is known for its client-focused approach and excellent reputation in the market. With a diverse client base ranging from high-net-worth individuals, entrepreneurs, and family businesses to trusts and estates, the firm offers a wide variety of complex and interesting work. The firm fosters a supportive and collaborative culture, providing a great environment for career progression and development.
Key Responsibilities:
- Lead and develop the personal tax offering, advising clients on a broad range of personal tax matters including income tax, capital gains tax, inheritance tax, and estate planning.
- Provide strategic, bespoke tax planning advice to high-net-worth individuals, entrepreneurs, and family offices, with a particular focus on tax-efficient structuring, trust planning, and estate management.
- Manage a varied portfolio of clients, building and maintaining strong, long-term relationships, and offering exceptional client service.
- Lead, mentor, and inspire a talented personal tax team.
Private Client Partner employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Partner
✨Tip Number 1
Network with professionals in the personal tax field. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships within the sector can lead to valuable referrals and insights about the firm.
✨Tip Number 2
Research the firm thoroughly. Understand their client base, values, and recent developments. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest in joining their team.
✨Tip Number 3
Showcase your leadership skills. Since the role involves leading a team, be prepared to discuss your experience in mentoring and developing others. Highlight specific examples of how you've successfully managed teams or projects in the past.
✨Tip Number 4
Prepare to discuss complex tax matters. Given the diverse client base, be ready to talk about your experience with high-net-worth individuals and bespoke tax planning. Demonstrating your expertise in these areas will set you apart from other candidates.
We think you need these skills to ace Private Client Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax, particularly with high-net-worth individuals and complex tax matters. Use specific examples to demonstrate your expertise and achievements in this area.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for personal tax and your understanding of the firm's client-focused approach. Mention how your skills align with the key responsibilities outlined in the job description.
Highlight Relevant Experience: In your application, emphasise any leadership roles you've held, especially in mentoring or developing teams. Discuss your experience in building client relationships and providing bespoke tax planning advice.
Showcase Your Soft Skills: Since the role involves managing client relationships and leading a team, highlight your communication, interpersonal, and leadership skills. Provide examples of how you've successfully navigated challenging situations or built strong client rapport.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Expertise
As a Personal Tax expert, be prepared to discuss your experience in detail. Highlight specific cases where you've successfully advised clients on complex tax matters, such as inheritance tax or estate planning.
✨Demonstrate Client Relationship Skills
Since building strong client relationships is key for this role, come ready with examples of how you've developed and maintained long-term relationships with clients. Discuss your approach to exceptional client service.
✨Understand the Firm's Culture
Research the firm's values and culture before the interview. Be ready to explain how your personal values align with theirs, especially regarding collaboration and support within a team environment.
✨Prepare Strategic Questions
Think of insightful questions to ask during the interview that demonstrate your interest in the firm's growth and your potential role in it. This could include inquiries about their approach to tax-efficient structuring or future plans for the personal tax team.
