Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead
Senior Private Client Tax Advisor - Hybrid & HNW Trusts

Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead

Leatherhead Full-Time 50000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage diverse client portfolios, including complex trusts and high-net-worth individuals.
  • Company: Dynamic recruitment agency in Leatherhead with a focus on private client tax.
  • Benefits: Competitive salary, hybrid working, private medical insurance, and career progression.
  • Why this job: Join a team where you can make a real impact on clients' financial success.
  • Qualifications: ATT or CTA qualifications and knowledge of Private Client Tax compliance.
  • Other info: Flexible working options and substantial benefits for career growth.

The predicted salary is between 50000 - 60000 Β£ per year.

A recruitment agency is seeking a Private Client Tax Advisor in Leatherhead to manage a diverse client portfolio, including complex trusts and high-net-worth individuals.

Responsibilities include compliance handling with potential for advisory work.

Ideal candidates will have ATT or CTA qualifications and knowledge of Private Client Tax compliance.

The role offers a competitive salary between Β£50,000 and Β£60,000, along with hybrid and flexible working options, substantial benefits including private medical insurance and career progression opportunities.

Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead employer: Fletcher George Recruitment Ltd

Join a dynamic team in Leatherhead as a Senior Private Client Tax Advisor, where you will enjoy a supportive work culture that values flexibility and employee well-being. With competitive salaries and substantial benefits like private medical insurance, this role offers excellent opportunities for career progression while working with a diverse portfolio of high-net-worth clients and complex trusts.
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Contact Detail:

Fletcher George Recruitment Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the hunt for a Senior Private Client Tax Advisor role. You never know who might have the inside scoop on openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of complex trusts and high-net-worth individuals. We want you to showcase your expertise and confidence, so practice answering common interview questions related to Private Client Tax compliance.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your career goals. Use our website to find roles that excite you and match your qualifications. Tailor your approach to each application to stand out from the crowd!

✨Tip Number 4

Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.

We think you need these skills to ace Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead

Private Client Tax Compliance
Trust Management
High-Net-Worth Individual Advisory
ATT Qualification
CTA Qualification
Compliance Handling
Advisory Skills
Client Portfolio Management
Attention to Detail
Communication Skills
Analytical Skills
Problem-Solving Skills
Knowledge of Tax Legislation
Hybrid Working Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to highlight your experience with private client tax compliance and advisory work. We want to see how your skills align with managing complex trusts and high-net-worth individuals.

Showcase Your Qualifications: Don’t forget to prominently display your ATT or CTA qualifications. These are key for us, so make them stand out in your application to show you’re the right fit for the role.

Be Clear and Concise: When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point about why you’re interested in the role and what you can bring to our team.

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Fletcher George Recruitment Ltd

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of Private Client Tax compliance, especially regarding complex trusts and high-net-worth individuals. Be ready to discuss specific cases or scenarios where you've successfully navigated tax regulations.

✨Showcase Your Qualifications

Since the ideal candidates will have ATT or CTA qualifications, be prepared to highlight how your qualifications have equipped you for this role. Share examples of how your training has directly impacted your work with clients.

✨Prepare for Compliance Questions

Expect questions that dive deep into compliance handling. Think about past experiences where you managed compliance issues and be ready to explain your thought process and the outcomes.

✨Emphasise Flexibility and Teamwork

With hybrid working options, it's important to demonstrate your ability to work both independently and as part of a team. Share examples of how you've successfully collaborated with colleagues or clients in a flexible working environment.

Senior Private Client Tax Advisor - Hybrid & HNW Trusts in Leatherhead
Fletcher George Recruitment Ltd
Location: Leatherhead
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