At a Glance
- Tasks: Lead personal tax advisory services for high-net-worth clients and mentor a team of advisers.
- Company: Respected accountancy practice with a thriving Private Client Tax team.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Other info: Friendly and supportive environment with excellent career progression opportunities.
- Why this job: Make a real impact in a high-profile role while building your reputation in the industry.
- Qualifications: CTA qualification and strong knowledge of UK tax for high-net-worth clients.
The predicted salary is between 85000 - 100000 £ per year.
A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice. You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.
This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.
You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.
As one of the key members of the Private Client Tax team, you’ll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.
Based in Bath (or potentially Swindon), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.
Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.
Personal Tax Planning Director, Bristol/Bath employer: Howells Consulting Ltd
Howells Consulting is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With the opportunity to mentor a talented team and engage with high-net-worth clients in the beautiful locations of Bristol and Bath, you will enjoy a fulfilling career with hybrid working options and competitive remuneration. Join us to make a meaningful impact while building your professional reputation in a friendly and collaborative environment.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Planning Director, Bristol/Bath
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors that a CV just can’t.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your knowledge of UK income tax, CGT, and IHT. Share specific examples of how you've helped HNW clients in the past – it’ll show you know your stuff!
✨Practice Your Pitch
Before any interview, practice your pitch! Be ready to discuss your experience mentoring teams and delivering high-quality client service. The more confident you are in your delivery, the better impression you’ll make.
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Personal Tax Planning Director, Bristol/Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Personal Tax Planning Director role. Highlight your experience with HNW clients and any relevant qualifications, like your CTA. 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 Private Client Tax team. Share specific examples of your past successes and how you can contribute to our friendly and supportive environment.
Showcase Your Communication Skills:Since this role involves client relationship management, make sure to demonstrate your excellent communication skills in your application. We love seeing candidates who can convey complex tax concepts clearly and effectively!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK income tax, CGT, and IHT, especially as it relates to high-net-worth clients. Be ready to discuss specific scenarios or case studies that demonstrate your expertise in personal tax planning.
✨Showcase Your Communication Skills
Since this role involves client relationship management, practice articulating complex tax concepts in a clear and relatable way. Think about how you can convey your ideas effectively, perhaps by using examples from your past experiences.
✨Prepare for Team Dynamics
As you'll be mentoring a team of advisers, be prepared to discuss your leadership style and how you develop others. Share specific examples of how you've successfully guided team members in the past and the impact it had on client service levels.
✨Network Like a Pro
This position involves business development and networking initiatives, so think about how you can leverage your existing connections. Prepare to talk about your approach to building relationships within the industry and how you plan to enhance the firm's presence in the region.
