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- Tasks: Advise high-net-worth clients on personal tax planning and manage client relationships.
- Company: Join a supportive and sociable team in a thriving advisory firm.
- Benefits: Enjoy hybrid working, work/life balance, and a collaborative environment.
- Why this job: Develop your tax planning skills while making a real impact for clients.
- Qualifications: CTA qualified with experience in advising HNW private clients.
- Other info: Work with leading Partners on exciting capital taxes planning projects.
The predicted salary is between 36000 - 60000 £ per year.
A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role. Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs.
Work with leading Partners on an interesting range of ad hoc capital taxes planning projects. Act as a key point of contact, in very much a client-facing, relationship management role. You’ll need demonstrable experience of advising HNW private clients on their personal taxation.
Strong communication, report writing and interpersonal skills are also important. In return you’ll join a thriving, sociable and supportive team that is proud of the high quality work they handle. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.
To find out more about this great career opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5193. Alternatively, simply apply below:
Private Client Tax Senior – Cheltenham employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior – Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with HNW clients. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Brush up on your communication skills. Since this role is client-facing, practice explaining complex tax concepts in simple terms. Role-play with a friend or family member to get comfortable!
✨Tip Number 3
Showcase your experience! Prepare examples of how you've successfully advised HNW clients in the past. Be ready to discuss these during interviews to demonstrate your expertise and build rapport.
✨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 are proactive about their job search!
We think you need these skills to ace Private Client Tax Senior – Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CTA qualification and any relevant experience with HNW clients to show us you’re the right fit for this advisory-focused role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about personal tax and how your background aligns with our needs. Don’t forget to mention your strong communication and interpersonal skills, as these are key in a client-facing role.
Showcase Your Tax Planning Skills: In your application, provide examples of your experience with capital taxes planning projects. We want to see how you’ve successfully advised clients in the past, so don’t hold back on sharing those success stories!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you one step closer to joining our supportive team in Cheltenham!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal taxation, especially regarding high-net-worth individuals. Be ready to discuss specific tax planning strategies and how you've successfully advised clients in the past.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a simple way. Prepare examples of how you've effectively communicated with clients and built strong relationships in previous roles.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific tax planning scenarios. Think about past experiences where you’ve navigated tricky situations and be ready to explain your thought process and outcomes.
✨Emphasise Teamwork and Work/Life Balance
This company values a supportive team environment and work/life balance. Be prepared to discuss how you contribute to a positive team dynamic and how you manage your workload to maintain balance.
