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 professional growth in a constantly evolving field.
- Why this job: Join a dynamic 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
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
Contact Detail:
Howells Consulting Ltd Recruiting Team
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. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your knowledge about complex tax matters and how you've tackled them in the past. This will show them you're not just another candidate, but someone who truly understands the field.
✨Tailor Your Approach
Every firm is different, so make sure you tailor your conversations to fit their culture and values. Research the company beforehand and highlight how your experience aligns with their needs, especially in managing high-net-worth portfolios.
✨Apply Through Our Website
Don’t forget to check out our website for the latest job openings! Applying directly through us can give you an edge, as we often have exclusive listings that you won’t find elsewhere. Plus, it’s super easy to navigate!
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 your experience in private client tax and international work. Highlight specific achievements and skills that align with the role, like your expertise in double tax treaties or IHT planning.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about this role and how your background makes you a perfect fit. Don’t just repeat your CV; give us insights into your personality and what drives you in the tax field.
Showcase Your Communication Skills: Since you'll be explaining complex tax concepts to clients, demonstrate your ability to communicate clearly in your application. Use straightforward language and avoid jargon where possible to show us you can make tax matters easy to understand.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
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 those related to high-net-worth individuals and international clients. Be ready to discuss complex topics like the Statutory Residence Test and Double Tax Treaties, as these will likely come up during the interview.
✨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 complex tax matters. This will demonstrate your ability to communicate intricate 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.
✨Balance Work and Life
This firm values work/life balance, so it’s important to convey that you share this philosophy. Discuss how you manage your workload effectively without burning out, and express your enthusiasm for a role that allows for a healthy balance between professional and personal life.