At a Glance
- Tasks: Lead complex tax advisory projects and build strong client relationships.
- Company: Dynamic PE-backed professional services firm in Edinburgh.
- Benefits: Competitive salary, career progression, and support for your professional goals.
- Other info: Join a growing team with opportunities to shape the future of the practice.
- Why this job: Become a recognised specialist in Private Client advisory and make a real impact.
- Qualifications: Relevant qualifications and substantial experience in Private Client advisory required.
The predicted salary is between 60750 - 74250 £ per year.
A growing PE-backed professional services firm is strengthening its Private Client team in Edinburgh and is looking for an experienced tax professional to take ownership of complex advisory work, develop key client relationships and play a visible role in the continued growth of the practice.
The Role: The role offers genuine scope to become a recognised specialist across Inheritance Tax, Trusts, Estates, succession planning and shareholder transactions, while taking the lead on technically demanding projects and providing practical, commercially focused advice.
The Candidate: The successful candidate will manage multiple assignments, oversee junior team members, review complex Self Assessment returns and work closely with external advisers where required. They will also contribute to the wider direction of the team by identifying new opportunities, developing existing relationships and helping shape the growth of the Private Client offering. Strong technical research skills, confident client communication and the ability to turn complex tax issues into clear, workable solutions are essential.
Requirements: A relevant qualification such as CA, ATT, CTA, STEP or equivalent is expected, alongside substantial Private Client advisory experience and previous team management responsibility. Knowledge of the interaction between UK and Irish capital taxes would be advantageous.
The firm offers a competitive package, together with clear opportunities to broaden expertise and progress within a growing business. They are totally dedicated in helping you achieve your goals.
New Private Client Opportunity - PE Backed Firm - Edinburgh employer: Capital Tax Recruitment
Join a dynamic and rapidly expanding PE-backed professional services firm that offers an exceptional work culture focused on collaboration and innovation. With access to marquee clients and complex cross-border transactions, employees benefit from structured progression frameworks, tailored mentoring, and a competitive compensation package that includes substantial performance bonuses and flexible working arrangements. This is an ideal environment for ambitious Transactions Tax specialists looking to make a significant impact while advancing their careers at a national level.
StudySmarter Expert Advice🤫
We think this is how you could land New Private Client Opportunity - PE Backed Firm - Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capital Tax Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace New Private Client Opportunity - PE Backed Firm - Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capital Tax Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capital Tax Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capital Tax Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capital Tax Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capital Tax Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capital Tax Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
