Private Client Tax Partner: Lead HNWI Advisory in Bath
Private Client Tax Partner: Lead HNWI Advisory

Private Client Tax Partner: Lead HNWI Advisory in Bath

Bath Full-Time 72000 - 108000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead personal tax advisory for high-net-worth individuals and drive business development.
  • Company: Prominent accountancy firm with a strong reputation in the industry.
  • Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
  • Why this job: Join a dynamic team and make a significant impact on clients' financial success.
  • Qualifications: Expertise in Capital Gains Tax and Inheritance Tax; strong business development skills.
  • Other info: Based in Bath or Bristol, with excellent career advancement potential.

The predicted salary is between 72000 - 108000 Β£ per year.

A prominent accountancy firm is seeking a Personal Tax Partner based in Bath or Bristol. This role offers the chance to engage in personal tax advisory for high-net-worth individuals and to play a pivotal role within the Private Client Tax team.

The ideal candidate will have strong expertise in Capital Gains Tax and Inheritance Tax and will either be a Director ready to step up or an existing Partner seeking new challenges. Strong business development skills are also essential.

Private Client Tax Partner: Lead HNWI Advisory in Bath employer: Howells Consulting Ltd

Join a leading accountancy firm that values innovation and excellence, offering a collaborative work culture in the vibrant cities of Bath and Bristol. With a strong focus on employee development, you will have access to tailored training programmes and mentorship opportunities, ensuring your growth as a Private Client Tax Partner. Enjoy competitive benefits and the chance to make a significant impact while advising high-net-worth individuals in a dynamic and supportive environment.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Private Client Tax Partner: Lead HNWI Advisory in Bath

✨Tip Number 1

Network like a pro! Reach out to your connections in the accountancy world, especially those who work with high-net-worth individuals. Attend industry events and engage in conversations that could lead to potential opportunities.

✨Tip Number 2

Showcase your expertise! Prepare a portfolio or case studies that highlight your experience with Capital Gains Tax and Inheritance Tax. This will not only demonstrate your knowledge but also set you apart from other candidates.

✨Tip Number 3

Practice your pitch! When you get the chance to meet potential employers, be ready to discuss how you can contribute to their Private Client Tax team. Tailor your conversation to show how your skills align with their needs.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that Personal Tax Partner role. Plus, applying directly shows your enthusiasm and commitment to joining the team.

We think you need these skills to ace Private Client Tax Partner: Lead HNWI Advisory in Bath

Personal Tax Advisory
Capital Gains Tax
Inheritance Tax
Business Development Skills
Client Relationship Management
Strategic Thinking
Leadership Skills
High-Net-Worth Individual (HNWI) Advisory

Some tips for your application 🫑

Showcase Your Expertise: Make sure to highlight your experience with Capital Gains Tax and Inheritance Tax in your application. We want to see how your skills align with the needs of high-net-worth individuals, so don’t hold back!

Business Development Skills Matter: Since strong business development skills are essential for this role, include examples of how you've successfully grown client relationships or brought in new business. We love seeing proactive candidates!

Tailor Your Application: Don’t just send a generic CV and cover letter. Take the time to tailor your application to our firm and the specific role. We appreciate when candidates show they’ve done their homework about us and the position.

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’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at Howells Consulting Ltd

✨Know Your Tax Stuff

Make sure you brush up on your knowledge of Capital Gains Tax and Inheritance Tax. Be ready to discuss recent changes in legislation and how they impact high-net-worth individuals. This shows that you're not just knowledgeable but also proactive in staying updated.

✨Showcase Your Business Development Skills

Prepare examples of how you've successfully developed business in the past. Think about specific strategies you've used to attract and retain clients, especially in the personal tax sector. This will demonstrate your ability to contribute to the firm's growth.

✨Engage with the Team

During the interview, ask insightful questions about the Private Client Tax team and their current projects. This shows your interest in collaboration and helps you gauge if the firm’s culture aligns with your values.

✨Dress the Part

For a role like this, first impressions matter. Dress professionally to convey your seriousness about the position. A smart appearance can set a positive tone for the rest of the interview.

Private Client Tax Partner: Lead HNWI Advisory in Bath
Howells Consulting Ltd
Location: Bath

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