At a Glance
- Tasks: Lead tax advisory projects for high-net-worth clients and manage complex relationships.
- Company: Leading national advisory and accountancy firm with a focus on private wealth.
- Benefits: Competitive salary, professional development, and opportunities to mentor junior team members.
- Other info: Exciting opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA and/or ACA qualified with extensive private client tax experience.
The predicted salary is between 95000 - 110000 £ per year.
A leading national advisory and accountancy firm is looking to appoint an experienced Private Client Tax professional to join its expanding Private Wealth team in London. This is an outstanding opportunity for a Director-level candidate specialising in succession planning, inheritance tax, trusts, and high-net-worth advisory work. The successful individual will work closely with entrepreneurial families, business owners, trustees, and multi-generational wealth structures, acting as a trusted adviser across a broad range of complex tax matters.
The Role
- Lead on succession planning and inheritance tax advisory projects for high-net-worth individuals and families
- Manage relationships with complex private clients, trusts, and family wealth structures
- Deliver advisory support on trusts, estates, wealth preservation, and tax planning
- Support business development initiatives and help grow the private client offering
- Work closely with senior leadership on strategic client projects
- Mentor and develop junior members of the private client tax team
- Manage client portfolios commercially, including budgeting and workflow oversight
- Liaise with HMRC and external professional advisers
Requirements
- CTA and/or ACA qualified or equivalent
Private Client Tax Director employer: Insite Public Practice Recruitment Limited
As a leading national advisory and accountancy firm, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. Our London office offers exceptional growth opportunities for professionals in the Private Client Tax sector, with access to high-net-worth clients and complex advisory projects that enhance career development. We are committed to supporting our team with competitive salaries, comprehensive benefits, and a focus on work-life balance, making us an excellent employer for those seeking meaningful and rewarding careers.
Contact Details:
Insite Public Practice Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Tax Director
✨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 on LinkedIn. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience in succession planning and inheritance tax. Share specific examples of how you've helped clients navigate complex tax matters.
✨Tip Number 3
Prepare for those tricky interview questions! Brush up on common scenarios related to trusts and estates, and think about how you would approach them. Being able to demonstrate your problem-solving skills will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Private Client Tax Director
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Private Client Tax Director role. Highlight your experience in succession planning, inheritance tax, and working with high-net-worth clients. 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 tell us why you’re the perfect fit for our team. Mention specific projects or experiences that relate to the role and show us your passion for private client tax work.
Showcase Your Advisory Skills:In your application, don’t forget to showcase your advisory skills. We’re looking for someone who can manage complex relationships and provide top-notch advice to our clients. Share examples of how you've done this in the past!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Insite Public Practice Recruitment Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of succession planning, inheritance tax, and trusts. Be ready to discuss specific cases or scenarios where you've successfully navigated complex tax matters. This shows you're not just familiar with the theory but have practical experience too.
✨Showcase Your Client Management Skills
Prepare examples that highlight your ability to manage relationships with high-net-worth individuals and families. Think about how you've built trust and rapport in previous roles, as this is crucial for a Private Client Tax Director.
✨Demonstrate Strategic Thinking
Be ready to talk about how you've contributed to business development initiatives in the past. Discuss any strategies you've implemented to grow client offerings or improve service delivery, as this will show your potential employer that you can think beyond just the numbers.
✨Mentorship Matters
Since mentoring junior team members is part of the role, come prepared with examples of how you've supported and developed others in your previous positions. This will demonstrate your leadership skills and commitment to team growth.
