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- Tasks: Manage high-net-worth clients and lead tax compliance strategies.
- Company: Join a dynamic team at a respected private client practice.
- Benefits: Competitive salary, mentorship for partnership, and professional development opportunities.
- Why this job: Make impactful financial decisions for the UK's wealthiest families.
- Qualifications: Experience in HNW/UHNW advisory and team mentoring.
- Other info: Direct pathway to equity partnership with a clear progression framework.
The predicted salary is between 72000 - 108000 £ per year.
Join a dynamic Private Client team of 30+ professionals, including 4 Partners, where you'll work on life-changing financial decisions for high-net-worth individuals and families. You'll map complex asset structures, minimize tax liabilities, and build lasting relationships with some of the UK's wealthiest families, while being mentored for Partnership progression. This role provides a direct route to Partnership in one of the market's most respected private client practices.
Your Impact
- Own a prestigious portfolio of HNW/UHNW personal, trust and estate clients
- Lead UK tax compliance, planning, and forecasting strategies
- Handle complex cross-border tax implications and ad-hoc projects
Team Development
- Mentor and coach junior team members' professional growth
- Provide technical leadership and quality assurance across the practice
- Drive professional development initiatives and knowledge sharing
Business Growth
- Spearhead internal and external marketing of the Private Client expertise
- Deliver technical seminars and training to build market presence
- Identify and convert cross-selling opportunities across the firm's services
- Develop new client relationships while maintaining existing networks
What You Bring
- HNW/UHNW advisory experience
- Team mentoring experience
Preferred Requirements
- PrimeGlobal network experience
- Cross-selling track record
- Technical writing ability
Why Choose Them
- Big enough for deep expertise across specialisms
- Small enough for meaningful personal connections
- Established reputation with exciting growth trajectory
- Partnership pathway – this role leads directly to equity partnership
Your Development
- Work alongside experienced Partners who invest in your growth
- Access to PrimeGlobal international network
- Technical and commercial training programs
- Clear progression framework to Partnership level
Private Client Tax Associate Director in London employer: Insite Group
Contact Detail:
Insite Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director in London
✨Tip Number 1
Network like a pro! Get out there and connect with professionals in the tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! Create a personal brand by sharing insights on tax compliance and planning strategies. Write articles or post updates on social media to demonstrate your knowledge. This not only positions you as a thought leader but also attracts potential employers.
✨Tip Number 3
Prepare for interviews like it’s game day! Research the company and its clients thoroughly. Be ready to discuss how your experience with HNW/UHNW clients can benefit their team. Practise common interview questions and have examples ready that highlight your mentoring and leadership skills.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Plus, it shows you’re genuinely interested in joining our team. Let’s get you on the path to that Partnership!
We think you need these skills to ace Private Client Tax Associate Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Associate Director role. Highlight your HNW/UHNW advisory experience and any mentoring you've done, as these are key aspects we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about tax compliance and planning for high-net-worth clients. Share specific examples of how you've handled complex tax situations or mentored others in your team.
Showcase Your Technical Writing Skills: Since technical writing ability is a preferred requirement, include samples or mention experiences where you’ve produced reports or documentation. This will help us see your capability in delivering clear and concise information.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of HNW/UHNW tax compliance and planning strategies. Be ready to discuss complex asset structures and cross-border tax implications, as these are key areas for the role.
✨Showcase Your Mentoring Skills
Since this role involves mentoring junior team members, prepare examples of how you've successfully coached others in the past. Highlight any initiatives you've led that contributed to team development.
✨Demonstrate Business Acumen
Be prepared to talk about your experience in developing client relationships and identifying cross-selling opportunities. Think of specific instances where you've successfully grown a client portfolio or enhanced service offerings.
✨Engage with Their Vision
Research the company’s growth trajectory and partnership pathway. Show enthusiasm for their mission and how you can contribute to their success, especially in delivering technical seminars and building market presence.
