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 known for its thriving Private Client Tax team.
- Benefits: Enjoy hybrid working options, competitive salary, and a supportive work environment.
- Why this job: This role offers a chance to build client relationships and develop your professional reputation.
- Qualifications: CTA qualification is essential; in-depth knowledge of UK tax laws for HNW clients required.
- Other info: Ideal for an existing Director or a Senior Manager ready for a new challenge.
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 Swindon), 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.
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
#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 niche 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. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable insights.
✨Tip Number 3
Consider reaching out to current or former employees of the firm for informational interviews. They can provide insider knowledge about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare to discuss your experience in mentoring and developing teams. As this role involves leading a team of advisers, showcasing your leadership skills and past successes in team development will set you apart from other candidates.
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, 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 experience mentoring teams and your approach to client relationship management, showcasing your excellent communication skills.
Showcase Relevant Experience: When detailing your work history, focus on specific examples of your involvement in succession planning, trusts, and family investment companies. Highlight any business development initiatives you've led or contributed to.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or typos. A polished application reflects your attention to detail, which is crucial in a role that requires high-quality client service.
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 scenarios where you've successfully advised HNW clients, as this will demonstrate your capability in handling complex tax matters.
✨Demonstrate Leadership Skills
Since the role involves mentoring a team of advisers, be ready to share examples of how you've developed others' skills in previous positions. Discuss your approach to leadership and how you ensure high-quality client service levels through effective team management.
✨Prepare for Client Relationship Management Questions
Expect questions about your experience in managing client relationships, especially with HNW individuals. Prepare anecdotes that illustrate your communication and interpersonal skills, as these are crucial for building trust and rapport with clients.
✨Engage in Business Development Discussions
As the role involves working alongside Partners on business development initiatives, be ready to talk about your experience in networking and developing new business opportunities. Share any successful strategies you've implemented in the past to grow a client base.