Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol
Private Client Tax Advisor (HNWI) | Hybrid & Growth

Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol

Bristol Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage a portfolio of high-net-worth clients and ensure their tax compliance.
  • Company: Leading consulting firm with a focus on career development.
  • Benefits: Hybrid working options and opportunities for professional growth.
  • Why this job: Join a dynamic team and make a real impact in tax advisory.
  • Qualifications: CTA qualification and experience with high-net-worth individuals.
  • Other info: Exciting career progression in a supportive environment.

The predicted salary is between 36000 - 60000 Β£ per year.

A leading consulting firm is seeking a personal tax adviser at Assistant Manager level in Bristol. This client-facing role involves managing a portfolio of high-net-worth clients and ensuring their annual tax compliance.

Candidates are required to have a CTA qualification and experience with HNWIs. The firm promotes career development and offers hybrid working options, making it an attractive opportunity for individuals seeking growth in their tax advisory careers.

Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol employer: Howells Consulting Ltd

As a leading consulting firm in Bristol, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our hybrid working model offers flexibility while you manage a diverse portfolio of high-net-worth clients, ensuring a rewarding career path in tax advisory. Join us to benefit from our commitment to professional advancement and a supportive environment that values your contributions.
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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 Advisor (HNWI) | Hybrid & Growth in Bristol

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with high-net-worth individuals. A friendly chat can lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of tax compliance and HNWI needs. We recommend practising common interview questions and scenarios that might come up, so you can showcase your expertise confidently.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website for the best chance at landing that Private Client Tax Advisor role. We make it easy for you to showcase your skills and experience directly to the hiring team!

We think you need these skills to ace Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol

CTA Qualification
Tax Compliance
Client Management
High-Net-Worth Individual (HNWI) Experience
Portfolio Management
Communication Skills
Advisory Skills
Career Development Focus
Hybrid Working Adaptability

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Advisor role. Highlight your CTA qualification and any relevant experience with high-net-worth individuals. 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 passionate about tax advisory and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!

Showcase Your Client Management Skills: Since this role involves managing a portfolio of HNWIs, make sure to highlight any previous experience in client-facing roles. We want to know how you've built relationships and ensured compliance in the past!

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 this exciting opportunity. 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 tax knowledge, especially around high-net-worth individuals. Be ready to discuss specific tax strategies and compliance issues that are relevant to HNWIs. This will show that you’re not just qualified but also genuinely interested in the role.

✨Showcase Your Client Management Skills

Since this is a client-facing role, prepare examples of how you've successfully managed client relationships in the past. Highlight any experiences where you’ve gone above and beyond for clients, as this will demonstrate your commitment to providing excellent service.

✨Emphasise Your CTA Qualification

Your CTA qualification is a big deal, so don’t shy away from discussing it. Talk about how it has equipped you with the skills necessary for this role and any specific areas of tax law you excel in. This will reinforce your credibility as a candidate.

✨Ask About Growth Opportunities

Since the firm promotes career development, come prepared with questions about growth opportunities within the company. This shows that you’re not just looking for a job, but are genuinely interested in building a long-term career with them.

Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol
Howells Consulting Ltd
Location: Bristol
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  • Private Client Tax Advisor (HNWI) | Hybrid & Growth in Bristol

    Bristol
    Full-Time
    36000 - 60000 Β£ / year (est.)
  • H

    Howells Consulting Ltd

    50-100
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