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- Tasks: Manage a diverse portfolio of high-net-worth clients and provide expert tax advice.
- Company: Join a leading regional firm of chartered accountants known for its forward-thinking approach.
- Benefits: Enjoy hybrid and flexible working options along with an excellent salary and benefits package.
- Why this job: Be part of a well-regarded team, gaining exposure to interesting clients and enhancing your career.
- Qualifications: Significant experience in Tax Advisory; CTA or STEP qualification required.
- Other info: Contact Curtis Reid at Clark Wood for more information or explore other opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Accountancy Practice recruitment specialists Clark Wood are currently working with a leading regional firm of chartered accountants who are now looking to add an experienced Private Client Tax Consultant to the Advisory team in their Shrewsbury office.
Working within the private client tax team, your role will involve managing a diverse portfolio of clients including high-net-worth individuals to provide expert tax advice.
You’ll be giving advise to clients in a range of areas including; inheritance tax, trusts, residency, and capital gains.
You will also be responsible for supervising and providing guidance to junior team members within the team.
The ideal candidate will have significant experience in a Tax Advisory role and will be either CTA or STEP Qualified.
This is a fantastic opportunity for the successful individual to join a well-regarded and forward-thinking firm in Shrewsbury as a Private Client Tax Consultant where you’ll play an integral role in the continued success of the team and gain exposure to a wide ranging portfolio of interesting clients.
The progressive firm will offer an excellent salary and benefits package which will include hybrid and flexible working options.
For more information, contact Curtis Reid at Clark Wood on 07825 278674 or email creid@clark-wood.co.uk
If this specific vacancy isn’t quite what you’re looking for, please reach out to explore other opportunities. Send your CV or refer a friend/colleague and receive a referral fee of £500 if we help them secure a permanent position.
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Private Client Tax Consultant employer: Clark Wood
Contact Detail:
Clark Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Consultant
✨Tip Number 1
Network with professionals in the accountancy and tax advisory sectors. Attend industry events or join relevant online forums to connect with others who may have insights or leads on opportunities at firms like ours.
✨Tip Number 2
Stay updated on the latest tax regulations and trends, especially those affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to potential employers.
✨Tip Number 3
Consider reaching out directly to our team or other professionals within the firm for an informational chat. This can help you gain insights into the company culture and expectations, making you a more attractive candidate.
✨Tip Number 4
Prepare to discuss your experience in managing diverse client portfolios during interviews. Highlight specific examples of how you've provided tax advice in areas like inheritance tax and trusts, as this will resonate well with our hiring team.
We think you need these skills to ace Private Client Tax Consultant
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Private Client Tax Consultant. Familiarise yourself with key areas such as inheritance tax, trusts, residency, and capital gains to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your significant experience in a Tax Advisory role. Mention any qualifications like CTA or STEP that you possess, as these are crucial for this position.
Showcase Leadership Skills: Since the role involves supervising junior team members, include examples of your leadership and mentoring experience. This will demonstrate your ability to guide others effectively within the team.
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements of the job. Use keywords from the job description to show that you are a perfect fit for the firm and the role.
How to prepare for a job interview at Clark Wood
✨Know Your Tax Legislation
Brush up on the latest tax laws and regulations relevant to private clients. Being able to discuss inheritance tax, trusts, residency, and capital gains confidently will show your expertise and readiness for the role.
✨Demonstrate Leadership Skills
Since you'll be supervising junior team members, prepare examples of how you've successfully led or mentored others in previous roles. This will highlight your ability to guide and support your colleagues.
✨Showcase Client Management Experience
Be ready to discuss your experience managing a diverse portfolio of clients, particularly high-net-worth individuals. Share specific examples of how you've provided tailored tax advice that met their unique needs.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and team dynamics. This not only shows your interest in the role but also helps you assess if the firm aligns with your career goals.
