Private Client Tax Director for UHNW Families
Private Client Tax Director for UHNW Families

Private Client Tax Director for UHNW Families

Full-Time 120000 - 150000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Advise ultra-high-net-worth families on personal tax, estate planning, and trusts.
  • Company: Leading Private Client Tax firm in London with a focus on UHNW clients.
  • Benefits: Competitive salary of £120k-£150k, hybrid working, and potential for partnership.
  • Why this job: Join a prestigious firm and make a significant impact on clients' financial futures.
  • Qualifications: CTA qualification and experience in advising UHNW families required.
  • Other info: Enjoy a dynamic role with opportunities for career advancement.

The predicted salary is between 120000 - 150000 £ per year.

A leading Private Client Tax firm in London seeks a personal tax adviser at Director level, experienced in advising UHNW families on IHT, estate planning, and trusts. The position requires a CTA qualification and offers the potential for partnership or a varied role within the Principal band. The salary will likely be in the range of £120k-£150k plus benefits, with hybrid working arrangements established, including three days in the office.

Private Client Tax Director for UHNW Families employer: Howells Consulting Ltd

As a leading Private Client Tax firm in London, we pride ourselves on fostering a collaborative and inclusive work culture that values expertise and innovation. Our employees benefit from competitive salaries, hybrid working arrangements, and clear pathways for professional growth, including opportunities for partnership. Join us to make a meaningful impact while working with ultra-high-net-worth families in a dynamic and supportive environment.
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Contact Detail:

Howells Consulting Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Director for UHNW Families

✨Tip Number 1

Network like a pro! Reach out to your connections in the private client tax sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.

✨Tip Number 2

Prepare for those interviews! Brush up on your knowledge of IHT, estate planning, and trusts. We want you to be able to showcase your expertise and how it can benefit UHNW families during the interview process.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! We’ve got a range of roles that could be just what you’re looking for. Plus, applying directly helps us keep track of your application and gives you a better chance of standing out.

We think you need these skills to ace Private Client Tax Director for UHNW Families

Personal Tax Advisory
IHT (Inheritance Tax) Expertise
Estate Planning
Trusts Management
CTA Qualification
Client Relationship Management
Strategic Thinking
Regulatory Compliance
Analytical Skills
Communication Skills
Negotiation Skills
Problem-Solving Skills
Team Leadership
Adaptability

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to highlight your experience with UHNW families, IHT, estate planning, and trusts. We want to see how your skills align with the role, so don’t hold back on showcasing your CTA qualification!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about advising UHNW families and how your expertise can benefit our firm. Keep it engaging and personal – we love a good story!

Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your impact in previous roles. Numbers and results speak volumes, so if you’ve helped clients save on taxes or successfully managed complex trusts, let us know!

Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Howells Consulting Ltd

✨Know Your Stuff

Make sure you brush up on the latest tax regulations and strategies related to IHT, estate planning, and trusts. Being well-versed in these areas will show that you're not just qualified but also genuinely interested in the role.

✨Showcase Your Experience

Prepare specific examples from your past work where you've successfully advised UHNW families. Highlight your CTA qualification and how it has helped you navigate complex tax situations. This will demonstrate your expertise and ability to handle the responsibilities of the role.

✨Understand Their Culture

Research the firm’s values and culture. Understanding their approach to client relationships and teamwork can help you tailor your responses to align with what they’re looking for in a candidate. It’s all about showing you’d be a great fit!

✨Ask Insightful Questions

Prepare thoughtful questions about the firm's future direction, partnership opportunities, and how they support their staff's professional development. This not only shows your interest but also helps you gauge if the firm is the right place for you.

Private Client Tax Director for UHNW Families
Howells Consulting Ltd
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