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- Tasks: Lead high-value client engagements and shape private client tax strategy.
- Company: Join a prestigious Top 100 firm known for outstanding tax advisory services.
- Benefits: Enjoy competitive pay, hybrid working, and a comprehensive benefits package.
- Why this job: Be part of a dynamic team that values expertise and innovation in tax advisory.
- Qualifications: Significant experience in private client tax with professional qualifications like ATT, CTA, or STEP.
- Other info: Opportunity for career progression and influence on firm-wide strategy.
The predicted salary is between 43200 - 72000 £ per year.
Are you an experienced Private Client Tax professional looking to step into a leadership role at a prestigious Top 100 firm? We are seeking a highly skilled and strategic Private Client Tax Partner to join our dynamic team and drive the firm’s continued success in the areas of Trusts and Estate Planning. Our firm is a recognised Top 100 practice with a reputation for delivering outstanding tax advisory and compliance services. We provide specialist advice to high-net-worth individuals, families, trustees, and business owners on a wide range of private client tax matters, including trusts, estates, inheritance tax planning, and succession strategies.
As a Private Client Tax Partner, you will play a key role in shaping the firm’s private client tax strategy, leading high-value client engagements, and mentoring a team of tax professionals. Your responsibilities will include:
- Providing high-level advisory services on trusts, estates, and inheritance tax planning.
- Building and maintaining long-term client relationships, ensuring exceptional service and tailored solutions.
- Driving business development initiatives to expand the firm’s private client offering.
- Collaborating with other departments to deliver integrated wealth and tax solutions.
- Managing and developing a team of private client tax specialists, fostering growth and expertise.
- Keeping up to date with legislative changes, ensuring compliance and advising clients accordingly.
To be successful in this role, you should have:
- Significant experience in private client tax advisory, with a strong focus on trusts and estate planning.
- A proven track record of business development and client relationship management.
- Professional qualifications: ATT, CTA, and STEP (or equivalent).
- At least 10 years of experience working in private client tax, with exposure to high-net-worth individuals and complex estates.
- Strong leadership skills, with the ability to mentor and develop a team.
- Excellent communication and commercial acumen, enabling you to deliver strategic advice to high-value clients.
What We Offer:
- A senior leadership role within a highly respected and growing firm.
- The opportunity to work with an impressive client portfolio in a collaborative environment.
- A clear pathway for career progression with opportunities to influence firm-wide strategy.
- Competitive remuneration and a comprehensive benefits package.
If you are ready to take on this exciting challenge, we would love to hear from you. Please submit your CV and a cover letter outlining your experience and suitability for the role. Join us and be part of a firm that values expertise, innovation, and client excellence.
Private Client Tax Partner employer: AJ Chambers ®
Contact Detail:
AJ Chambers ® Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Partner
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can lead to referrals and insights about the role.
✨Tip Number 2
Stay updated on the latest trends and legislative changes in tax law, particularly those affecting trusts and estates. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the firm to gain insights into their culture and expectations. This can help you tailor your approach and show that you understand what they value in a Private Client Tax Partner.
✨Tip Number 4
Prepare to discuss specific examples of your business development successes and client relationship management. Highlighting your achievements in these areas will showcase your ability to drive growth and maintain high-value client engagements.
We think you need these skills to ace Private Client Tax Partner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your significant experience in private client tax advisory, especially focusing on trusts and estate planning. Use specific examples of your achievements in business development and client relationship management.
Craft a Compelling Cover Letter: In your cover letter, clearly outline your leadership skills and how you have successfully mentored teams in the past. Emphasise your ability to deliver strategic advice to high-value clients and your understanding of the latest legislative changes.
Showcase Relevant Qualifications: Mention your professional qualifications such as ATT, CTA, and STEP (or equivalent) prominently in your application. This will demonstrate your commitment to the field and your expertise in private client tax matters.
Highlight Business Development Experience: Detail your track record in driving business development initiatives. Provide examples of how you have expanded service offerings or built long-term client relationships, as this is crucial for the role of Private Client Tax Partner.
How to prepare for a job interview at AJ Chambers ®
✨Showcase Your Expertise
As a Private Client Tax Partner, it's crucial to demonstrate your extensive knowledge in trusts and estate planning. Prepare specific examples of past experiences where you've successfully advised high-net-worth clients, highlighting your strategic thinking and problem-solving skills.
✨Emphasise Leadership Skills
This role requires strong leadership abilities. Be ready to discuss your experience in mentoring and developing teams. Share instances where you've led initiatives or driven business development, showcasing your capacity to inspire and guide others.
✨Build Rapport with Interviewers
Establishing a connection with your interviewers can set you apart. Engage them in conversation about their experiences at the firm and express genuine interest in their work. This will demonstrate your interpersonal skills and ability to build long-term client relationships.
✨Stay Updated on Legislation
Given the ever-changing landscape of tax laws, it's essential to show that you're proactive in keeping up with legislative changes. Discuss recent developments in private client tax and how they might impact clients, illustrating your commitment to providing informed advice.
