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- Tasks: Provide strategic tax advice and oversee personal tax planning projects.
- Company: Advisory-focused practice with a small, impactful team.
- Benefits: Excellent salary, hybrid working, and strong career development opportunities.
- Other info: Work in a dynamic environment with a focus on ethical standards.
- Why this job: Make a real difference in clients' lives while developing your skills.
- Qualifications: Qualified private client professional with management experience.
The predicted salary is between 50000 - 70000 £ per year.
If you are looking for something a little different, such as good quality, advisory work in a team which is small enough that your contribution really counts. This advisory-focused practice might be the right fit for you.
Our client is seeking an experienced, qualified, private client professional (will consider applications from experienced managers through to directors) to deal with wide-ranging advisory work. To oversee the timely and effective completion of tax projects primarily focused on personal tax planning, such as Inheritance Tax, including the use of Trusts, Family Investment Companies, and the use of bespoke wills.
Implementing agreed strategies to reduce tax liabilities, whilst identifying further tax mitigation opportunities. Developing detailed project plans with clear timelines and deliverables, whilst also reviewing detailed tax analysis of projects being completed by other members within the team, to ensure strict adherence to current tax legislation and ethical standards. Obtaining HMRC clearances.
Maintaining strong client relationships by providing strategic tax advice and clear communication throughout each project’s lifecycle. You will also have management responsibilities, helping to develop and supervise more junior staff.
This role can be hybrid worked (4 days in the office) from either Leeds or Coventry. Excellent salary and benefits package.
Unfortunately, our client is unable to offer a work visa to applicants from outside of the UK.
Tax Advisory Role - Private Client focus - Leeds or Coventry employer: Georgiana Head Recruitment Limited
Contact Detail:
Georgiana Head Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Advisory Role - Private Client focus - Leeds or Coventry
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who work in private client roles. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and current tax legislation. We want you to shine when discussing personal tax planning strategies, so practice articulating your thoughts clearly and confidently.
✨Tip Number 3
Showcase your soft skills! In a small team, communication and relationship-building are key. Be ready to share examples of how you've maintained strong client relationships and collaborated with colleagues to achieve project goals.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Tax Advisory Role - Private Client focus - Leeds or Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Tax Advisory Role. Highlight your expertise in personal tax planning and any relevant projects you've managed, as this will show us you’re the right fit for our advisory-focused practice.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your background aligns with our needs. Don’t forget to mention your experience with tax mitigation strategies and client relationship management.
Showcase Your Team Spirit: Since we’re a small team, it’s important to demonstrate your ability to collaborate effectively. Share examples of how you’ve worked with others to achieve project goals, especially in managing junior staff or overseeing tax projects.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Georgiana Head Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on personal tax planning topics like Inheritance Tax, Trusts, and Family Investment Companies. Being able to discuss these areas confidently will show that you're not just familiar with the basics but can also provide strategic advice.
✨Showcase Your Project Management Skills
Since the role involves developing detailed project plans, be ready to share examples of how you've successfully managed tax projects in the past. Highlight your ability to set timelines, deliverables, and ensure compliance with tax legislation.
✨Demonstrate Your Client Relationship Skills
This position requires maintaining strong client relationships, so think of instances where you've provided clear communication and strategic advice. Be prepared to discuss how you handle client interactions and build trust.
✨Prepare for Team Dynamics
As you'll be overseeing junior staff, it's important to convey your management style. Share experiences where you've developed or supervised others, and how you foster a collaborative team environment. This will show that you can contribute positively to their small team.