Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 package of £85k - £100k plus benefits.
- Why this job: Be part of a friendly, supportive environment while building your reputation in the industry.
- Qualifications: CTA qualification is essential; experience in UK income tax and HNW client management required.
- Other info: Opportunity to work alongside Partners on business development and networking initiatives.
The predicted salary is between 85000 - 100000 £ 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 Bath (or potentially Bristol), 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 + bens.
To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217
Alternatively, simply apply below:
#J-18808-Ljbffr
Personal Tax Planning Director - Bath employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Planning Director - Bath
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, seminars, or webinars where you can meet potential colleagues and clients. Building relationships in this field can significantly enhance your visibility and credibility.
✨Tip Number 2
Stay updated on the latest changes in UK tax legislation, especially those affecting high-net-worth individuals. Demonstrating your knowledge of current trends and regulations during interviews will show your commitment and expertise in the field.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms to gain insights into the company culture and expectations for the Personal Tax Planning Director role. This can help you tailor your approach and demonstrate your genuine interest in the position.
✨Tip Number 4
Prepare to discuss your mentoring experience and how you've developed teams in previous roles. Highlighting your leadership skills will be crucial, as this position involves guiding advisers and ensuring high-quality client service.
We think you need these skills to ace Personal Tax Planning Director - Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in personal tax advisory services, especially 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. Mention specific experiences that demonstrate your ability to mentor a team and manage client relationships effectively.
Showcase Your Communication Skills: Since excellent communication is key for this role, consider including examples in your application that showcase your interpersonal skills and how you've successfully managed client relationships in the past.
Highlight Business Development Experience: If you have experience in business development or networking initiatives, make sure to include this in your application. This will show that you can contribute to the growth of the Private Client Tax team.
How to prepare for a job interview at Howells Consulting Ltd
✨Showcase Your Expertise in Taxation
Make sure to highlight your in-depth knowledge of UK income tax, CGT, and IHT during the interview. Be prepared to discuss specific cases or scenarios where you've successfully applied this knowledge to benefit HNW clients.
✨Demonstrate Leadership Skills
As a Personal Tax Planning Director, you'll be mentoring a team of advisers. Share examples of how you've developed others' skills in previous roles and how you ensure high-quality client service levels.
✨Prepare for Client Relationship Management Questions
Expect questions about your experience in managing client relationships, especially with high-net-worth individuals. Prepare anecdotes that illustrate your communication and interpersonal skills, as these are crucial for the role.
✨Discuss Business Development Initiatives
Since the role involves working alongside Partners on business development, be ready to talk about your experience in networking and building a professional reputation. Share any successful initiatives you've led or participated in.