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- Tasks: Manage a portfolio of high-net-worth clients and oversee complex personal tax compliance.
- Company: Leading Private Client team in Cheltenham with a strong reputation.
- Benefits: Competitive salary, hybrid working options, and career development opportunities.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: Extensive experience in personal tax and confident client-facing skills.
- Other info: Genuine career growth potential in a supportive environment.
The predicted salary is between 75000 - 90000 £ per year.
This is a super opportunity for a CTA personal tax professional to play a key role in one of Cheltenham's leading Private Client teams. Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, entrepreneurs, business owners, farming & bloodstock clients and HNW families. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.
Responsibilities
- Take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work.
- Oversee complex personal tax compliance.
- Work alongside high profile partners and contribute to developing the Private Client practice in the region.
- Support development towards Director grade and build a strong professional profile as a private client adviser.
Qualifications and Attributes
- Extensive experience advising on capital taxation, succession of wealth and income tax issues affecting high-net-worth landed/farming clients.
- Confident client-facing adviser who also enjoys building third-party relationships.
Working Arrangements and Compensation
Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes. Salary is likely to be in the region £75,000 - £90,000 p.a. + benefits, dependent on experience.
How to apply
This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area. To find out more and to request a full job description please email michaelhowells@howellsconsulting.co.uk.
Personal Tax Associate Director/Director - Cheltenham in London employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate Director/Director - Cheltenham in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the personal tax field. Attend local events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with capital taxation and high-net-worth clients. Share specific examples of how you've helped clients navigate complex tax issues.
✨Tip Number 3
Prepare for those interviews! Research the company and its reputation in the personal tax sector. Be ready to discuss how you can contribute to their Private Client practice and support their growth. Confidence is key, so practice your pitch!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. It’s a straightforward process, and we’re here to help you every step of the way. Let’s get you that dream job!
We think you need these skills to ace Personal Tax Associate Director/Director - Cheltenham in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your expertise in personal tax, especially with high-net-worth clients, to grab our attention!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with our needs. Be genuine and let your personality come through.
Showcase Relevant Experience: When detailing your experience, focus on your work with capital taxation and succession planning. We want to see how you've tackled similar challenges and contributed to client success in the past.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of capital taxation, income tax, and IHT planning. Familiarise yourself with the specific needs of high-net-worth clients, especially those in farming and landed wealth sectors. This will show that you're not just a candidate, but someone who understands the nuances of the role.
✨Showcase Your Client-Facing Skills
As a Personal Tax Associate Director or Director, you'll be dealing with clients regularly. Prepare examples of how you've successfully built relationships and advised clients in the past. Highlight your confidence in client interactions to demonstrate that you can handle high-profile partnerships.
✨Understand the Company Culture
Research the company’s approach to agile and hybrid working. Be ready to discuss how you can adapt to their working arrangements while still delivering top-notch service to clients. Showing that you align with their values will set you apart from other candidates.
✨Prepare Questions
Think of insightful questions to ask during the interview. Inquire about the team dynamics, opportunities for professional development, and how they envision the growth of the Private Client practice. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
