Personal Tax Senior - UHNWIs

Personal Tax Senior - UHNWIs

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Howells Consulting Ltd

At a Glance

  • Tasks: Advise high-net-worth clients on personal tax compliance and planning projects.
  • Company: Join an award-winning team known for its supportive and collaborative culture.
  • Benefits: Competitive salary, bonuses, hybrid working, and clear progression opportunities.
  • Other info: Great career growth potential towards Manager and Senior Manager roles.
  • Why this job: Make a real impact while working with elite clients in a dynamic environment.
  • Qualifications: CTA qualified with experience in advising international HNW private clients.

The predicted salary is between 40000 - 50000 £ per year.

Are you looking to build your private client tax career with an award-winning, high-profile team? We’re working closely with one of London’s most respected advisers to HNWIs. Their Personal Tax team provides advice to international entrepreneurs, UHNW families, family offices, sports & entertainment stars and dynamic business owners.

Demand for their expertise continues to grow and the team is keen to recruit an additional adviser at Personal Tax Senior grade. You will need to be CTA qualified with experience of advising international HNW private clients on a wide range of income and capital taxes issues. Experience of residence, domicile, remittance and ATED is important.

You will take responsibility for an impressive portfolio of new-money clients, acting as a primary point of contact. You'll oversee their annual personal tax compliance, whilst also identifying and assisting with ad hoc tax planning projects. Strong relationship management and communication skills are therefore important.

The firm has been recognised for its collegiate, encouraging and supportive environment. The team offers hybrid working (typically 2-3 days a week in the office) and are keen to find someone with the ability to be supported with progression to Manager and on towards Senior Manager grade in due course. Starting salary will be dependent on experience and qualifications, but is likely to be £40k-£50k plus bonus and benefits.

Personal Tax Senior - UHNWIs employer: Howells Consulting Ltd

Join a prestigious firm in London renowned for its exceptional support and development opportunities within the Personal Tax sector. With a strong focus on collaboration and a hybrid working model, you will thrive in an environment that values your expertise while providing a clear pathway for career progression. Enjoy competitive remuneration alongside a comprehensive benefits package, making this an ideal place for ambitious professionals looking to make a significant impact in the world of private client tax.
Howells Consulting Ltd

Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Senior - UHNWIs

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax and finance world, especially those who work with UHNWIs. A friendly chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Show off your expertise! Prepare to discuss specific cases or projects you've worked on that relate to personal tax for HNW clients. This will demonstrate your knowledge and make you stand out during interviews.

✨Tip Number 3

Practice your communication skills! Since relationship management is key, consider role-playing interview scenarios with a friend. This will help you articulate your thoughts clearly and confidently.

✨Tip Number 4

Don’t forget to apply through our website! We’re always looking for talented individuals to join our team, and applying directly can give you an edge. Plus, it shows your enthusiasm for working with us!

We think you need these skills to ace Personal Tax Senior - UHNWIs

CTA Qualification
Advising on Income Tax
Advising on Capital Taxes
Experience with Residence Issues
Experience with Domicile Issues
Experience with Remittance Issues
Experience with ATED
Personal Tax Compliance
Tax Planning
Relationship Management
Communication Skills
Client Portfolio Management
Ability to Work in a Team
Adaptability to Hybrid Working

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior role. Highlight your CTA qualifications and experience with international HNW private clients, especially in areas like residence and domicile. 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 working with UHNWIs and how you can contribute to our award-winning team. Be sure to mention any relevant projects or experiences that showcase your relationship management skills.

Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Use clear, concise language and structure your documents well. We want to see that you can convey complex tax issues in an understandable way!

Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the latest updates. Plus, it shows you're keen on joining our supportive environment!

How to prepare for a job interview at Howells Consulting Ltd

✨Know Your Stuff

Make sure you brush up on your knowledge of income and capital taxes, especially around residence, domicile, remittance, and ATED. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely interested in the role.

✨Showcase Your Client Management Skills

Since you'll be the primary point of contact for clients, prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you’ve gone above and beyond to meet a client's needs.

✨Prepare for Scenario Questions

Expect questions that ask how you would handle specific tax planning scenarios or compliance issues. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to think on your feet.

✨Emphasise Teamwork and Support

The firm values a collegiate environment, so be ready to discuss how you work well in teams. Share experiences where you’ve collaborated with colleagues to achieve a common goal, highlighting your supportive nature and willingness to help others succeed.

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