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- Tasks: Advise clients on tax affairs and manage a large portfolio with day-to-day responsibilities.
- Company: Leading tax and accountancy firm known for integrity and expertise.
- Benefits: Hybrid working, 25 days leave, social events, and private health insurance.
- Why this job: Gain client ownership and develop your business skills in a dynamic environment.
- Qualifications: CTA/ACA/ACCA qualified with experience in managing private client portfolios.
- Other info: Opportunity for professional growth and involvement in exciting projects.
The predicted salary is between 48000 - 72000 £ per year.
My client are a leading tax, accountancy and business advisory firm founded on personal integrity and technical expertise. A variety of soft skills and experience may be required for the following role. Please ensure you check the overview below carefully.
As a Private Client Tax Director within the Private Wealth team you will provide advice to clients in connection with their tax affairs and be responsible for managing day‑to‑day aspects of a large portfolio including billing, delegation and monitoring work in progress. You will work directly with partners and have the opportunity for client ownership, business development both in relation to new wins and new work from existing clients.
Requirements
- CTA/ACA/ACCA qualified or equivalent
- Proven experience managing private client portfolios in a professional services setting
- Strong knowledge of personal tax compliance and advisory work
- Relevant practice experience
Benefits
- Hybrid/flexible working options
- 25 days annual leave + bank holidays
- Social events
- Private medical and health insurance
- Pension
Should you have any questions or wish to apply, please do not hesitate to contact Clear IT Recruitment Limited. Please note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Private Client Tax Director employer: Clear IT Recruitment Ltd
Contact Detail:
Clear IT Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax and accountancy world. We all know that sometimes it’s not just what you know, but who you know. Attend industry events or webinars to meet potential employers and get your name out there.
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers, don’t be shy about sharing your success stories. We want to hear how you’ve managed private client portfolios and delivered results. It’s all about demonstrating your value!
✨Tip Number 3
Be proactive! If you see a company you’d love to work for, reach out directly. Send them a message expressing your interest and how you can contribute to their team. We believe that taking the initiative can really set you apart from the crowd.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. By applying directly, you’ll ensure your application gets the attention it deserves. Plus, we’re always on the lookout for talented individuals like you!
We think you need these skills to ace Private Client Tax Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Director role. Highlight your CTA/ACA/ACCA qualifications and any relevant experience managing private client portfolios. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your strong knowledge of personal tax compliance and advisory work, and don’t forget to show a bit of your personality.
Showcase Your Soft Skills: We value soft skills just as much as technical expertise. In your application, give examples of how you've successfully managed teams or built client relationships. This will help us see how you can contribute to our firm’s culture.
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 keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Clear IT Recruitment Ltd
✨Know Your Tax Stuff
Make sure you brush up on personal tax compliance and advisory work. Be ready to discuss specific cases or scenarios where you've successfully managed private client portfolios. This shows your expertise and gives the interviewers confidence in your abilities.
✨Showcase Your Soft Skills
As a Private Client Tax Director, you'll need to demonstrate strong interpersonal skills. Prepare examples of how you've effectively communicated with clients or resolved conflicts. This will highlight your ability to manage relationships and lead teams.
✨Understand the Business
Research the firm thoroughly. Know their values, recent achievements, and the types of clients they serve. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Business Development Questions
Since the role involves client ownership and business development, think about how you've contributed to winning new clients or expanding existing relationships. Have a few success stories ready to share that demonstrate your proactive approach.
