At a Glance
- Tasks: Advise ultra-high-net-worth families on personal taxation and estate planning.
- Company: Join a premier, award-winning Private Client Tax team in London.
- Benefits: Competitive salary of £120k-£150k plus benefits and bonuses.
- Why this job: Work with leading professionals and make a real impact on clients' wealth management.
- Qualifications: CTA qualified with expertise in IHT, estate planning, and trusts.
- Other info: Hybrid working model with opportunities for partnership or varied roles.
The predicted salary is between 120000 - 150000 £ per year.
A strategic appointment by one of London's premier, multi award-winning Private Client Tax teams. Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.
The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.
Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.
This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession's leading Private Client Partners.
Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5219.
Private Client Tax Director - HNW Families in London 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 Director - HNW Families in London
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Expertise
When you get the chance to chat with potential employers, make sure to highlight your deep expertise in IHT, estate planning, and trusts. We want to see you confidently discuss your experience managing complex client relationships – it’s what sets you apart!
✨Prepare for the Interview
Do your homework before the interview! Research the company and its recent projects, especially those related to UHNW families. We want you to come across as genuinely interested and knowledgeable about their work.
✨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’re always on the lookout for talented individuals like you to join our high-profile Private Client team.
We think you need these skills to ace Private Client Tax Director - HNW Families in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Private Client Tax Director. Highlight your CTA qualification and any relevant experience with UHNW families, IHT, and estate planning. We want to see how your skills align with 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 the perfect fit for our team. Share specific examples of your experience managing complex client relationships and how you’ve successfully advised multi-generational families.
Showcase Your Expertise: Don’t hold back on showcasing your deep expertise in personal taxation. Whether it’s cross-border wealth planning or trust management, make sure to include relevant details that demonstrate your knowledge and experience in these areas.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of IHT, CGT, and estate planning. Familiarise yourself with the latest trends and regulations in private client tax. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex client relationships or advised multi-generational families. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them impactful.
✨Ask Insightful Questions
Come prepared with thoughtful questions about the firm's approach to cross-border wealth planning and how they maintain their high profile in the industry. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The team is looking for someone who fits well within their culture, so be authentic and let them see the real you during the interview.