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- Tasks: Lead strategic growth in private client tax, delivering bespoke advisory services.
- Company: Dynamic firm focused on personal wealth advisory with a collaborative culture.
- Benefits: Competitive salary, comprehensive benefits, mentorship, and career development opportunities.
- Why this job: Join a senior leadership role and make a real impact on high-value client relationships.
- Qualifications: ACA CTA or equivalent, significant experience in Private Client Tax, strong leadership skills.
- Other info: Supportive environment with opportunities for personal and professional growth.
The predicted salary is between 72000 - 108000 £ per year.
Private Client Tax Leadership Opportunity
We are seeking a highly skilled and experienced Private Client Tax professional to drive the strategic growth of our private client tax practice. This is an excellent opportunity for you to take on a senior leadership role where you will be responsible for delivering exceptional advisory services to high-value clients across income tax, capital gains tax, inheritance tax, trusts, and succession planning.
Key Responsibilities:
- Drive complex advisory projects identifying planning opportunities and leading delivery of bespoke solutions.
- Develop and expand the private client offering contributing to practice-wide strategy growth initiatives.
- Act as senior point of contact for key clients building long-term trusted relationships ensuring exceptional service delivery.
The ideal candidate will possess:
- ACA CTA or equivalent professional qualification
- Significant experience in Private Client Tax at Senior Manager/Director level
- Deep expertise in personal estate planning, trusts, high-net-worth advisory work
- Proven track record building and managing strong client relationships at a senior level
- Demonstrable experience identifying and delivering tax planning opportunities
- Strong leadership capabilities, mentoring, influencing, and inspiring teams
- Commercial awareness with ability to contribute to firmwide growth and service line development
- Proactive strategic mindset to deliver practical solutions-focused advice
- Organizational skills and confidence managing complex multi-faceted assignments
Benefits:
We offer a competitive salary and benefits package, working environment that fosters learning, internal mentor/buddy system, support for career journey, and personal development programs to facilitate career advancement alongside practical on-the-job training.
Senior Leader - Personal Wealth Advisory in Belfast employer: beBeeTax
Contact Detail:
beBeeTax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Leader - Personal Wealth Advisory in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and leadership skills. Be ready to discuss how you've driven complex advisory projects and built strong client relationships in the past.
✨Tip Number 3
Showcase your strategic mindset! When chatting with potential employers, highlight your experience in identifying planning opportunities and delivering bespoke solutions that align with their growth initiatives.
✨Tip Number 4
Don't forget to apply through our website! We want to see your application and help you take the next step in your career. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Senior Leader - Personal Wealth Advisory in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Leader role. Highlight your expertise in private client tax, leadership capabilities, and any relevant qualifications like ACA or CTA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're the perfect fit for this role. Share specific examples of how you've driven growth in previous positions and built strong client relationships.
Showcase Your Leadership Skills: We want to see your leadership style! In your application, mention instances where you've mentored teams or influenced strategic decisions. This will help us understand how you can contribute to our practice-wide strategy.
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and keep track of your application!
How to prepare for a job interview at beBeeTax
✨Know Your Tax Stuff
Make sure you brush up on the latest trends and regulations in private client tax. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax issues, as this will show your expertise and confidence in the field.
✨Showcase Your Leadership Skills
Prepare examples that highlight your leadership capabilities. Think about times when you've mentored a team or influenced strategic decisions. This is crucial for a senior role, so be ready to demonstrate how you can inspire and guide others.
✨Build Rapport with Interviewers
Remember, building long-term relationships is key in this role. Practice engaging with your interviewers as if they were clients. Ask insightful questions and listen actively to their responses; this will showcase your interpersonal skills and ability to connect.
✨Be Solutions-Focused
During the interview, focus on how you've delivered practical solutions in past roles. Prepare to discuss specific planning opportunities you've identified and how you implemented bespoke solutions for high-net-worth clients. This will demonstrate your proactive mindset and strategic thinking.
