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For Companies At a Glance
- Tasks: Provide expert tax advice to ultra-high-net-worth families on complex financial matters.
- Company: Join a premier, award-winning Private Client Tax team in London.
- Benefits: Competitive salary, hybrid working, and potential for partnership.
- Other info: Dynamic role with opportunities for career progression and varied responsibilities.
- Why this job: Make a real impact advising families on their wealth and legacy.
- Qualifications: CTA qualified with expertise in IHT, estate planning, and trusts.
The predicted salary is between 130000 - 150000 £ per year.
About the Role
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.
Key Responsibilities
- Provide expert personal tax advice to UHNW families on IHT, estate planning, trusts, CGT, succession planning, cross-border wealth planning and property-related issues; act as the primary point of contact for complex client relationships.
Qualifications & Experience
- CTA qualified Associate Director or Director; deep expertise in advising multi-generational families on IHT, estate planning and trusts; proven experience managing complex client relationships.
Career Progression
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.
Benefits & Working Arrangement
Salary will be dependent on experience but is likely to be in the region £130k-£150k + benefits and bonus. The team operates hybrid working with most advisers in the office three days a week.
Private Client Tax Director: IHT & Succession Planning 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: IHT & Succession Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and be ready to discuss how your expertise in IHT and succession planning can add value. Show them you’re not just another candidate, but the right fit.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles that could be perfect for you. Plus, it’s the best way to ensure your application gets seen by the right people.
We think you need these skills to ace Private Client Tax Director: IHT & Succession Planning 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 expertise in IHT, estate planning, and trusts, as well as any experience with UHNW families. We want to see how your background aligns 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 passionate about advising UHNW families and how your skills can benefit our team. Keep it engaging and relevant to the job description – we love a good story!
Showcase Your Experience: When detailing your experience, focus on specific examples where you've managed complex client relationships or provided expert tax advice. We’re keen to see how you’ve navigated challenges and delivered results in similar roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of IHT, estate planning, and trusts. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Since this role involves managing complex client relationships, prepare examples that highlight your ability to build rapport and trust with UHNW families. Think about how you've navigated challenging situations or provided exceptional service in the past.
✨Understand the Firm's Culture
Research the company’s values and recent achievements. Being able to articulate why you want to work for them specifically will demonstrate your genuine interest and help you stand out from other candidates.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask at the end of the interview. This could be about their approach to cross-border wealth planning or how they see the future of succession planning evolving. It shows you're engaged and thinking critically about the role.