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- Tasks: Advise high-net-worth clients on personal tax planning and compliance.
- Company: Respected firm offering entrepreneurial Private Client Tax work in Guildford.
- Benefits: Competitive salary, hybrid working, and a focus on work/life balance.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: CTA qualification and experience in private client tax.
- Other info: Great career progression opportunities towards Director level.
The predicted salary is between 85000 - 95000 £ per year.
An opportunity to join a respected firm that offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London. You'll join an established and high-profile team, advising regional, London and international wealth.
Work includes income and capital taxes planning for wealthy families, shareholder planning, exit strategies for business owners, property-related advice, residence/domicile issues, PE work and IHT/succession planning. The role is based in Guildford but offers hybrid working 2-3 days a week. The team is busy, growing and keen to appoint an additional CTA at Associate Director level.
You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts. You will also oversee your clients' annual compliance (managing a team of junior tax advisers handling tax returns etc day to day).
You'll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region. The role would suit a London experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade.
Salary will be dependent on experience, but is likely to be in the region £85k-£95k + benefits. The firm encourages a healthy work/life balance culture, including hybrid working. So if you're looking to take your career forward whilst also enjoying life in Guildford and the surrounding area, drop me an email for further details.
Associate Director, Personal Tax - Surrey in London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director, Personal Tax - Surrey in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax field, especially those who might know about opportunities in private client tax. A friendly chat can lead to referrals or insider info that could give you the edge.
✨Tip Number 2
Showcase your expertise! Prepare to discuss specific cases or projects you've worked on that relate to personal tax planning. This will demonstrate your knowledge and make you stand out as a candidate who can hit the ground running.
✨Tip Number 3
Be proactive! Don’t just wait for job postings; reach out directly to firms you admire. Express your interest in their work and ask if they have any upcoming opportunities. It shows initiative and can open doors.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it helps us keep track of your interest and qualifications better!
We think you need these skills to ace Associate Director, Personal Tax - Surrey in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Director role. Highlight your expertise in personal tax planning, especially with HNW/UHNW clients, to show us you’re the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax work and how your background aligns with our needs. Keep it engaging and personal!
Showcase Your Achievements: Don’t just list your responsibilities; share your successes! Whether it’s a successful tax strategy you implemented or a complex project you managed, we want to see how you’ve made an impact in your previous roles.
Apply Through Our Website: We encourage you to apply directly 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 personal tax topics relevant to the role, like CGT, IHT, and trusts. Being able to discuss these areas confidently will show that you're not just a candidate, but a potential trusted adviser.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed high-net-worth clients in the past. Highlight your experience in advising on complex tax planning projects and how you’ve built relationships with clients.
✨Understand the Firm's Culture
Research the firm’s approach to work/life balance and hybrid working. Be ready to discuss how you align with their values and how you can contribute to maintaining a positive team environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, growth opportunities, and the types of projects you’ll be handling. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
