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- Tasks: Provide strategic tax insights and personal tax planning for high-net-worth clients.
- Company: Leading professional services firm in Edinburgh with a supportive culture.
- Benefits: Salary up to £90,000, hybrid working, and professional development opportunities.
- Why this job: Make a real impact on the financial strategies of elite clients.
- Qualifications: Several years of tax advisory experience and a CTA or ATT qualification.
- Other info: Join a dynamic team with excellent career growth potential.
The predicted salary is between 72000 - 108000 £ per year.
A leading professional services firm in Edinburgh is seeking an exceptional Senior Private Client Tax Advisor to provide strategic tax insight to high-net-worth clients, including advising on personal tax planning, IHT, CGT, and income tax strategies.
The ideal candidate will have several years of tax advisory experience and a CTA or ATT qualification.
This role offers a salary of up to £90,000 plus benefits in a supportive hybrid working environment with opportunities for professional development.
Senior Private Client Tax Advisor - Elite HNW Wealth employer: Lusona Consultancy (Financial) Limited
Contact Detail:
Lusona Consultancy (Financial) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Private Client Tax Advisor - Elite HNW Wealth
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field and let them know you're on the hunt for a Senior Private Client Tax Advisor role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of personal tax planning, IHT, CGT, and income tax strategies. We want you to showcase your expertise and how you can provide strategic insights to high-net-worth clients.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for opportunities that match your skills and aspirations, especially in the elite HNW wealth sector.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and gives you another chance to highlight why you’re the perfect fit for their team.
We think you need these skills to ace Senior Private Client Tax Advisor - Elite HNW Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in tax advisory, especially with high-net-worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your CTA or ATT qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Private Client Tax Advisor role. Share specific examples of your past successes in personal tax planning and strategies that have made a difference for your clients.
Showcase Your Strategic Insight: In your application, highlight your ability to provide strategic tax insight. We’re looking for someone who can think critically about tax planning and offer innovative solutions, so make sure to include any relevant experiences that demonstrate this skill.
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 regarding your application status!
How to prepare for a job interview at Lusona Consultancy (Financial) Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax planning, IHT, CGT, and income tax strategies. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you’re not just qualified but also experienced and confident in your expertise.
✨Showcase Your Client Management Skills
Since this role involves working with high-net-worth clients, be prepared to share examples of how you've built and maintained strong client relationships. Highlight any strategies you've used to understand their unique needs and how you’ve tailored your advice accordingly.
✨Prepare for Behavioural Questions
Expect questions that assess your problem-solving abilities and how you handle challenging situations. Use the STAR method (Situation, Task, Action, Result) to structure your answers, ensuring you provide clear and concise examples from your previous roles.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask thoughtful questions about the firm’s approach to tax advisory for high-net-worth clients. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values and career goals.
