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- Tasks: Manage personal tax compliance for high-net-worth clients and build strong relationships.
- Company: Leading Private Client team in Bristol with a strong reputation.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a dynamic team and make a real impact on wealthy clients' financial success.
- Qualifications: CTA qualification and experience advising high-net-worth individuals required.
- Other info: Supportive environment with early responsibility and excellent career growth potential.
The predicted salary is between 35000 - 45000 £ per year.
Take your career to the next level with one of Bristol’s leading Private Client teams.
Handle high quality private client tax work for new-money entrepreneurs, wealthy families, non doms and landed wealth.
Our client maintains a high profile in the Private Client field and acts for an enviable client list of HNW and UHNW individuals. They are growing their team in Bristol and are keen to appoint an additional personal tax adviser at Tax Senior grade.
With the support of experienced Directors and Partners, the incoming individual will take responsibility for a portfolio of private clients, managing key relationships and handling their annual personal tax compliance. Scope also exists to assist with ad hoc capital taxes planning.
Very much a client-facing role, the individual will require excellent communication and client relationship management skills.
The CTA qualification is a pre-requisite, along with demonstrable experience of advising HNWIs on income tax, CGT and IHT. Some knowledge of trusts would be helpful and experience of advising UK resident non domiciles on residence, remittance and the SRT, would be useful.
In return, our client has built a strong track-record of supporting and developing its staff. They offer early responsibility, an agile working culture and the opportunity to progress on to Manager and Senior Manager grades.
Based in Bristol, the firm offers hybrid working 2-3 days a week if one wishes.
Salary dependent on experience but likely to be in the region £35,000 – £45,000 Ref 5096s
Howells Consulting is a specialist provider of recruitment and careers advice to the Private Client Tax and Trusts professions.
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Personal Tax Senior – Bristol employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Senior – Bristol
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your experience with HNWIs and your knowledge of tax compliance. Share specific examples of how you've helped clients in the past – it’ll make you stand out!
✨Tip Number 3
Prepare for those interviews! Research the firm’s client base and their approach to private client tax work. Be ready to discuss how you can contribute to their success and manage key relationships effectively. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Personal Tax Senior role. Plus, applying directly shows your enthusiasm and commitment to joining the team. Let’s get you that dream job!
We think you need these skills to ace Personal Tax Senior – Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior role. Highlight your experience with HNWIs and any relevant qualifications like the CTA. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about private client tax work and how you can contribute to our team in Bristol. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills: Since this role is client-facing, it's crucial to demonstrate your excellent communication skills. Whether it's in your CV or cover letter, give examples of how you've successfully managed client relationships in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Howells Consulting Ltd
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of income tax, CGT, and IHT. Since this role involves advising HNWIs, be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax situations.
✨Show Off Your Client Management Skills
This is a client-facing role, so highlight your experience in managing relationships with high-net-worth individuals. Think of examples where you've built trust and rapport with clients, as well as how you've handled any challenging situations.
✨Understand the Firm's Culture
Research the firm’s values and working culture. They offer an agile working environment, so be ready to discuss how you can adapt to hybrid working and contribute positively to their team dynamic.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the firm. You might want to ask about their approach to capital taxes planning or how they support staff development.
