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- Tasks: Lead personal tax advisory services for high-net-worth clients and mentor a team of advisers.
- Company: Join a respected accountancy practice with a thriving Private Client Tax team.
- Benefits: Enjoy hybrid working options and a competitive salary of £85k-£100k plus benefits.
- Why this job: Be part of a supportive culture while building your reputation in the industry.
- Qualifications: CTA qualification is essential; experience in UK income tax and HNW client management required.
- Other info: Ideal for an existing Director or a Senior Manager ready to step up.
The predicted salary is between 68000 - 85000 £ per year.
A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice.
You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.
This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.
You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.
As one of the key members of the Private Client Tax team, you’ll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.
Based in Swindon (or potentially Bath), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.
Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.
To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217s
Alternatively, simply apply below:
#J-18808-Ljbffr
Personal Tax Director - Swindon employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director - Swindon
✨Tip Number 1
Network with professionals in the Private Client Tax sector. Attend industry events, webinars, or local meet-ups to connect with potential colleagues and clients. Building relationships can help you get noticed and may lead to referrals.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting high-net-worth individuals. This knowledge will not only enhance your expertise but also demonstrate your commitment to the role during interviews and networking opportunities.
✨Tip Number 3
Consider reaching out to current employees at the firm for informational interviews. They can provide insights into the company culture and expectations, which can help you tailor your approach when applying.
✨Tip Number 4
Showcase your mentoring skills by discussing any previous experiences where you've developed team members. Highlighting this aspect of your background can set you apart, as the role involves leading a team of advisers.
We think you need these skills to ace Personal Tax Director - Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax advisory services, particularly with high net worth clients. Emphasise your knowledge of UK income tax, CGT, and IHT, as well as any relevant qualifications like the CTA.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your mentoring experience and how you can contribute to the Private Client Tax team, focusing on client relationship management and business development.
Showcase Relevant Experience: When detailing your work history, include specific examples of your involvement in succession planning, trusts, and family investment companies. Highlight any successful projects or initiatives that demonstrate your expertise.
Prepare for Potential Questions: Anticipate questions related to your experience with HNW clients and your approach to mentoring. Be ready to discuss how you would handle complex tax situations and your strategies for maintaining high-quality client service.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Expertise
Make sure to highlight your in-depth knowledge of UK income tax, CGT, and IHT during the interview. Prepare specific examples of how you've successfully navigated complex tax situations for HNW clients, as this will demonstrate your capability in handling the responsibilities of the role.
✨Demonstrate Leadership Skills
Since the role involves mentoring a team of advisers, be ready to discuss your leadership style and experiences. Share examples of how you've developed team members' skills and ensured high-quality client service levels in your previous roles.
✨Prepare for Client Relationship Management Questions
Expect questions about your approach to managing client relationships, especially with HNW individuals. Think of scenarios where you've built trust and rapport with clients, and be prepared to explain how you would apply these skills in this new position.
✨Engage in Business Development Discussions
As this role involves working alongside Partners on business development initiatives, come prepared with ideas on how to expand the client base. Discuss any previous experiences you've had in networking or developing new business opportunities, as this will show your proactive approach.
