Personal Tax Associate Director - Birmingham
Personal Tax Associate Director - Birmingham

Personal Tax Associate Director - Birmingham

Birmingham Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise high-net-worth clients on income, capital taxation, and trusts in a client-facing role.
  • Company: Join a leading accountancy firm known for its expertise in private client tax services.
  • Benefits: Enjoy flexible hybrid working, supported progression, and the chance to work with top professionals.
  • Why this job: This role offers high-end tax work and a clear path to Director level in a supportive environment.
  • Qualifications: Must be CTA qualified with experience advising HNW entrepreneurs and supervising junior advisers.
  • Other info: Opportunity to develop skills while working closely with experienced directors and partners.

The predicted salary is between 43200 - 72000 £ per year.

Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?

We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Associate Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues.

This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge. You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms.

Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading directors and partners in a supportive and encouraging environment. There is a genuine route towards Director grade.

Personal Tax Associate Director - Birmingham employer: Howells Consulting Ltd

Join a prestigious accountancy firm in Birmingham that champions professional growth and offers a dynamic work culture. With a focus on high-end tax advisory for HNW clients, you will benefit from flexible hybrid working arrangements, supported progression towards Director level, and the opportunity to collaborate with industry leaders in a nurturing environment. This role not only promises engaging work but also a chance to make a significant impact in the lives of entrepreneurial families.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Associate Director - Birmingham

✨Tip Number 1

Network with professionals in the private client tax sector, especially those who work with high-net-worth individuals. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in personal tax.

✨Tip Number 2

Consider reaching out to current employees at the firm to gain insights into their culture and expectations. This can help you tailor your approach and demonstrate your genuine interest in the role during interviews.

✨Tip Number 3

Stay updated on recent changes in tax legislation that affect high-net-worth clients. Being knowledgeable about current issues will not only boost your confidence but also impress interviewers with your commitment to the field.

✨Tip Number 4

Prepare to discuss specific examples of your experience advising HNW clients, particularly in areas like trusts and domicile planning. Highlighting your past successes will showcase your expertise and suitability for the role.

We think you need these skills to ace Personal Tax Associate Director - Birmingham

CTA Qualification
Client Relationship Management
Tax Technical Knowledge
Advisory Skills
Experience with HNW Clients
Trusts and Estates Knowledge
Capital Gains Tax Expertise
Income Tax Planning
Shareholder Planning
Supervisory Experience
Communication Skills
Problem-Solving Skills
Attention to Detail
Project Management
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience with high-net-worth (HNW) clients, particularly in personal tax advisory roles. Emphasise your CTA qualification and any relevant supervisory experience you have.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm. Discuss your experience advising entrepreneurial private clients and how it aligns with the responsibilities of the Personal Tax Associate Director position.

Showcase Communication Skills: Since this is a client-facing role, provide examples in your application that demonstrate your excellent communication skills. Highlight situations where you've successfully advised clients or managed complex tax issues.

Highlight Leadership Experience: If you have experience supervising junior tax advisers, make sure to mention it. Discuss how you’ve supported their development and contributed to team success, as this is an important aspect of the role.

How to prepare for a job interview at Howells Consulting Ltd

✨Showcase Your Client-Facing Skills

Since this role is highly client-facing, be prepared to discuss your previous experiences with high-net-worth clients. Share specific examples of how you've successfully managed relationships and provided tailored tax advice.

✨Demonstrate Technical Knowledge

Brush up on your technical knowledge regarding income and capital taxation, trusts, and domicile issues. Be ready to answer questions that test your understanding of these areas, as well as any recent changes in tax legislation.

✨Highlight Leadership Experience

As supervising junior tax advisers is a key part of the role, be sure to highlight any leadership or mentoring experience you have. Discuss how you've supported and developed others in their careers, showcasing your ability to lead a team.

✨Express Your Desire for Growth

The firm offers a genuine route towards Director grade, so express your enthusiasm for career progression. Talk about your long-term goals and how you see yourself growing within the company, aligning your aspirations with their supportive environment.

Personal Tax Associate Director - Birmingham
Howells Consulting Ltd
Location: Birmingham

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