At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Specialist tax boutique in London with a focus on work/life balance.
- Benefits: Competitive salary up to £110k, hybrid working, and supportive team environment.
- Other info: Opportunity for continuous learning in a dynamic field.
- Why this job: Join a growing team and make a real impact in international tax advisory.
- Qualifications: CTA qualified with strong UK tax and trusts knowledge.
The predicted salary is between 100000 - 110000 € per year.
Are you a seasoned private client tax professional with a passion for international work? Our client, a specialist tax boutique in London, is seeking an Associate Director to join their established and growing team. This is an exceptional opportunity to manage a portfolio of high-net-worth individuals with a strong international focus, providing ad-hoc advisory services and an element of compliance review. This high-end, independent firm offers not only a great range of personal tax and trusts planning work, but also values genuine work/life balance. The team is proud of the trusted advisor relationships they’ve built, but burning the midnight oil is not encouraged.
The Opportunity:
- Manage a portfolio of high-net-worth individuals, with a focus on international clients.
- Provide expert advice on complex tax matters, including:
- Residence and the Statutory Residence Test
- Double Tax Treaties
- Remittance Basis and Anti-Avoidance Provisions
- UK tax implications for offshore trusts and beneficiaries (including motive defence, taxation of distributions, and UK real estate ownership)
- Implications of Finance Act 2025 changes for non-doms and offshore trustees
- IHT planning, including APR, BPR, Family Investment Companies, and Family Investment Partnerships
- Combine ongoing complex compliance work with ad-hoc advisory projects. The compliance element can be tailored to the incoming individual and their experience/preferences.
- Communicate complex tax concepts clearly and concisely as a key client-facing adviser.
- Collaborate within a supportive team environment.
About You:
- CTA qualified and possibly also STEP.
- Possess a strong technical background in UK tax and trusts, with a focus on international private clients.
- You are eager to expand your knowledge and skills in a constantly evolving field.
- You have excellent communication skills, both written and verbal, and can explain complex tax issues in plain language.
- You are a flexible team player, capable of managing your own portfolio while supporting colleagues.
The team operates hybrid working and can offer a salary to £100,000 p.a. (dependent on experience).
Personal Tax Associate Director, London To £110k employer: Howells Consulting Ltd
Join a prestigious tax boutique in London that champions a healthy work/life balance while providing exceptional personal tax and trusts planning services. As a Personal Tax Associate Director, you will thrive in a supportive team environment, managing a diverse portfolio of high-net-worth international clients, with ample opportunities for professional growth and development in a dynamic field. This firm values its employees, offering a collaborative culture where your expertise is recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Personal Tax Associate Director, London To £110k
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or even casual meet-ups. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Discuss recent changes in tax laws or share insights on international tax issues. This will position you as a go-to expert!
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to align with their values and needs. Research the company’s focus areas and mention how your skills can help them achieve their goals.
✨Apply Through Our Website
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 Personal Tax Associate Director, London To £110k
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the specific skills and experiences that match the job description. Highlight your expertise in international tax matters and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about private client tax work. Share examples of how you've successfully managed high-net-worth portfolios and provided clear, concise advice on complex tax issues.
Showcase Your Communication Skills:Since you'll be a key client-facing adviser, it's crucial to demonstrate your ability to explain complex tax concepts in plain language. Use your application to showcase this skill, perhaps by summarising a complex topic in simple terms.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and get back to you quicker!
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 tax laws, especially around international clients. Be ready to discuss complex topics like the Statutory Residence Test and Double Tax Treaties. This shows you're not just qualified but genuinely passionate about the field.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided expert advice in previous roles. Think about specific cases where you helped clients navigate tricky tax situations. This will demonstrate your ability to communicate complex concepts clearly, which is key for this role.
✨Emphasise Team Collaboration
Since the role involves working within a supportive team environment, be ready to talk about your experiences collaborating with colleagues. Highlight instances where you’ve supported others while managing your own portfolio, showing that you’re a flexible team player.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax and trusts planning. This not only shows your interest in the role but also gives you a chance to assess if the company’s values align with your own, especially regarding work/life balance.
