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- Tasks: Advise ultra-high-net-worth families on personal taxation and estate planning.
- Company: Join a premier, award-winning Private Client Tax team in London.
- Benefits: Competitive salary of £120k-£150k plus benefits and bonuses.
- Why this job: Work with leading experts and make a real impact on clients' wealth management.
- Qualifications: CTA qualified with expertise in IHT, estate planning, and trusts.
- Other info: Hybrid working model with opportunities for partnership or varied roles.
The predicted salary is between 120000 - 150000 £ per year.
A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.
The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.
Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band. This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.
Salary will be dependent on experience but is likely to be in the region £120k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.
To find out more and to request a full job description, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5219. Alternatively, simply apply below:
Private Client Tax Director - HNW Families employer: Howells Consulting Ltd
Contact Detail:
Howells Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director - HNW Families
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work with UHNW families. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Showcase your expertise! When you get the chance to meet potential employers or clients, make sure to highlight your experience with IHT, estate planning, and trusts. We want them to see you as the go-to person for their complex tax needs.
✨Tip Number 3
Prepare for interviews by brushing up on current trends in private client taxation. Being able to discuss recent changes or challenges in the field will show that you're not just qualified, but also passionate about the work we do.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining our high-profile team and ready to take on the exciting challenges ahead.
We think you need these skills to ace Private Client Tax Director - HNW Families
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience with UHNW families, IHT, and estate planning. We want to see how your skills align with the role, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Private Client Tax team. Share specific examples of your past work with complex client relationships and how you’ve navigated tricky tax situations.
Showcase Your CTA Qualification: Since being CTA qualified is a must, make sure this stands out in your application. We’re looking for candidates who can demonstrate their deep expertise, so don’t forget to mention any relevant qualifications or training that supports your candidacy.
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 your knowledge of IHT, CGT, and estate planning. Familiarise yourself with the latest trends and regulations in private client tax. This will not only show your expertise but also demonstrate your commitment to staying updated in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex client relationships or advised multi-generational families. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them impactful.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the team’s approach to cross-border wealth planning or how they handle property-related issues. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Be Yourself
While professionalism is key, don’t forget to let your personality shine through. The team is looking for someone who fits well within their culture, so be authentic and let them see the real you. This can make a lasting impression!
