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- Tasks: Lead a private client tax function and manage a high-quality portfolio.
- Company: Prestigious financial firm in Plymouth with a strong reputation.
- Benefits: Competitive salary and genuine progression opportunities to Partner.
- Why this job: Make a real impact advising wealthy individuals and families.
- Qualifications: CTA qualified with substantial experience in private client tax advisory.
- Other info: Join a dedicated team in a dynamic and rewarding environment.
The predicted salary is between 43200 - 72000 £ per year.
A prestigious financial firm in Plymouth is seeking a Private Client Tax Director to lead its private client tax function. This role involves managing a high-quality portfolio, delivering tax advice to wealthy individuals and families, and building a dedicated private client team.
The ideal candidate is CTA qualified with substantial experience in private client tax advisory, possessing strong communication skills and a commercial mindset. A competitive salary and opportunities for genuine progression to Partner are offered.
Private Client Tax Director — Lead HNW Advisory in Plymouth employer: Lackie Search Partners
Contact Detail:
Lackie Search Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director — Lead HNW Advisory in Plymouth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who know about private client tax. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Showcase your expertise! Prepare a portfolio of your past successes in private client tax advisory. When you get the chance to meet potential employers, share specific examples of how you've helped clients save money or navigate complex tax situations.
✨Tip Number 3
Stay updated on industry trends! Subscribe to tax newsletters or join relevant forums. This knowledge will not only impress during interviews but also help you engage in meaningful conversations with potential employers.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, we love seeing candidates who take the initiative to apply directly!
We think you need these skills to ace Private Client Tax Director — Lead HNW Advisory in Plymouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your CTA qualifications and relevant experience in private client tax advisory. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for leading our private client tax function. Share your passion for delivering top-notch tax advice and building strong client relationships.
Showcase Your Communication Skills: Strong communication is key in this role. In your application, give examples of how you've effectively communicated complex tax concepts to clients. We love seeing candidates who can simplify the complicated!
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 from our team. Let’s get started on this journey together!
How to prepare for a job interview at Lackie Search Partners
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations and strategies relevant to high-net-worth individuals. Being able to discuss recent changes or trends in private client tax advisory will show that you're not just qualified, but also genuinely engaged with the field.
✨Showcase Your Leadership Skills
Since this role involves building and leading a dedicated team, be prepared to share examples of your past leadership experiences. Talk about how you've successfully managed teams, mentored junior staff, or improved processes in previous roles.
✨Communicate Clearly and Confidently
Strong communication skills are key for this position. Practice articulating complex tax concepts in simple terms, as you'll need to explain these to clients who may not have a financial background. Confidence in your delivery can make a big difference.
✨Demonstrate Your Commercial Mindset
Think about how you can add value beyond just tax advice. Be ready to discuss how you've identified opportunities for clients or contributed to their overall financial strategy. This shows that you understand the bigger picture and can think strategically.
