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- Tasks: Lead and develop private client tax services while mentoring a dynamic team.
- Company: Join a forward-thinking firm focused on strategic growth and client success.
- Benefits: Competitive salary, career progression, and opportunities for professional development.
- Why this job: Make a real impact in private client advisory and enhance your leadership skills.
- Qualifications: CTA qualified with strong advisory expertise and excellent communication skills.
- Other info: Collaborative environment with a focus on innovation and client relationships.
The predicted salary is between 43200 - 72000 £ per year.
The Role:
As a Private Client Tax Director, you will be reporting to the Tax Partner directly. The Director role will be focussed on developing the Private Client services within the office and contributing to the strategic growth of the firm's private client service line. The successful candidate will provide advisory services to clients and form an integral part of the Advisory Tax leadership team with scope for career progression.
Day-to-day responsibilities include:
- Assisting Tax Partners and Partners with more complex enquiries and ensuring planning and cross-selling opportunities are identified and followed up
- Assisting in generating new work and developing relationships with intermediaries
- Developing the office's private client team with a focus on enhancing their advisory and business development skills
- Leading HMRC enquiry matters
- Maintaining regular communication with all clients and related 3rd parties
- Working in a team with direct responsibility for the mentoring, developing and training of managers & trainees
- Preparing budgets, completing work within budget and reporting to Partners on good financial management
Skills, Knowledge & Expertise:
- CTA qualified or equivalent
- High level of technical advisory expertise
- Able to demonstrate relevant practical experience in Private Client tax planning
- Ability to communicate effectively at all levels including excellent inter-personal skills in dealing with clients in person and report writing, with the ability to explain and simplify highly technical points for clients to understand
- Strong relationship building, networking, and business development skills
Private Client Tax 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 Director in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with someone from the firm, make sure to highlight your experience in private client tax planning. Share specific examples of how you've helped clients in the past – it’ll make you stand out as a candidate who can hit the ground running.
✨Tip Number 3
Prepare for interviews by researching the firm’s private client services. Understand their approach and think about how you can contribute to their growth. This will not only impress them but also help you tailor your answers to show you’re the perfect fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re genuinely interested in joining our team and helps us keep track of your application more efficiently.
We think you need these skills to ace Private Client Tax Director in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Private Client Tax Director role. Highlight your CTA qualifications and relevant experience in private client tax planning. We want to see how your skills align with 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 developing private client services and how you can contribute to our strategic growth. Keep it engaging and personal – we love a good story!
Showcase Your Advisory Skills: In your application, don’t forget to showcase your advisory expertise. Mention specific examples where you’ve successfully assisted clients or led HMRC enquiries. We’re keen to see how you can bring value to our team!
Apply Through Our Website: We encourage you to apply 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 us. Let’s get started!
How to prepare for a job interview at Insite Group
✨Know Your Tax Stuff
Make sure you brush up on your technical advisory expertise, especially in Private Client tax planning. Be ready to discuss complex enquiries and how you've handled them in the past. This will show that you’re not just knowledgeable but also practical.
✨Showcase Your Relationship Skills
Since this role involves developing relationships with clients and intermediaries, prepare examples of how you've successfully built and maintained professional relationships. Think about specific instances where your networking skills led to new opportunities.
✨Demonstrate Leadership Potential
As a Private Client Tax Director, you'll be mentoring others. Be prepared to talk about your experience in training and developing team members. Highlight any leadership roles you've had and how you’ve contributed to team growth.
✨Prepare for Financial Management Questions
Since you'll be responsible for budgets and financial reporting, review your experience in managing finances. Be ready to discuss how you've completed work within budget and reported on financial management to partners in previous roles.
