At a Glance
- Tasks: Manage high-net-worth client portfolios and provide expert tax advice.
- Company: A leading tax boutique in London with a focus on work/life balance.
- Benefits: Competitive salary, supportive team environment, and flexible working options.
- Other info: Opportunity for professional growth in a collaborative setting.
- Why this job: Join a dynamic team and make a real impact on international tax matters.
- Qualifications: CTA qualified with strong UK tax and trusts knowledge.
The predicted salary is between 70000 - 90000 £ 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: As Private Client Tax Associate Director, you will:
- 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.
Personal Tax Associate Director, London To 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
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Make sure you can confidently discuss complex tax matters like double tax treaties and IHT planning. We want you to shine as the expert you are, so practice articulating these concepts clearly.
✨Tip Number 3
Showcase your passion for international work! When you get the chance, share your experiences or insights related to international clients. This will help you stand out and demonstrate that you’re genuinely interested in the role and the firm’s focus.
✨Tip Number 4
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 take the initiative to engage directly with us. Let’s make this happen together!
We think you need these skills to ace Personal Tax Associate Director, London To
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the role of a Personal Tax Associate Director. Highlight your expertise in international tax matters and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for private client tax work and how you can contribute to the team. Mention your experience with high-net-worth individuals and your approach to complex tax issues.
Showcase Your Communication Skills: Since you'll be a key client-facing adviser, it's crucial to demonstrate your ability to communicate complex tax concepts clearly. Use straightforward language in your application to show that you can break down intricate topics for clients.
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 ensure it gets the attention it deserves!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
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 or compliance issues. This will demonstrate your ability to communicate complex concepts clearly, which is crucial for this role.
✨Emphasise Work/Life Balance
Since the firm values a genuine work/life balance, be sure to express your alignment with this philosophy. Share how you manage your workload effectively while maintaining quality in your work, showing that you can thrive in a supportive team environment without burning out.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to international tax issues and their client relationships. This not only shows your interest in the role but also gives you a chance to assess if the firm’s culture aligns with your values and career goals.