Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth
Private Client Tax Director: Lead High Net Worth Advisory

Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth

Portsmouth Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead tax planning and advisory services for high-net-worth clients.
  • Company: Prominent UK business advisory firm with a strong reputation.
  • Benefits: Competitive salary, professional development, and a supportive work environment.
  • Why this job: Make a real difference in the lives of high-net-worth individuals while advancing your career.
  • Qualifications: CTA qualified with expertise in Private Client taxation and client relationship skills.
  • Other info: Opportunity to mentor junior staff and manage complex inquiries.

The predicted salary is between 72000 - 108000 £ per year.

A prominent UK business advisory firm is seeking a Director to lead the Private Client services. This role involves delivering tax planning and advisory services to high net worth individuals.

Key responsibilities include:

  • Managing complex inquiries
  • Developing junior staff
  • Providing bespoke advice

The ideal candidate is CTA qualified with a strong background in Private Client taxation and excellent client relationship skills.

Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth employer: Menzies LLP

As a leading UK business advisory firm, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to thrive. With a strong focus on professional development, we offer tailored training programmes and mentorship opportunities to help you grow in your career while working alongside industry experts. Located in a vibrant city, our firm not only provides competitive benefits but also encourages a healthy work-life balance, making it an exceptional place for those looking to make a meaningful impact in the world of high-net-worth advisory.
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Contact Detail:

Menzies LLP Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth

✨Tip Number 1

Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Private Client Tax Director role.

✨Tip Number 2

Prepare for those interviews by brushing up on your technical knowledge and client relationship skills. We all know how crucial it is to demonstrate your expertise in Private Client taxation, so be ready to showcase your experience with high-net-worth individuals.

✨Tip Number 3

Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.

✨Tip Number 4

Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you into that Private Client Tax Director position!

We think you need these skills to ace Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth

Tax Planning
Advisory Services
Client Relationship Management
Complex Inquiry Management
Staff Development
Bespoke Advice
CTA Qualification
Private Client Taxation Expertise

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Private Client Tax Director role. Highlight your CTA qualification and any relevant experience in managing high-net-worth clients.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for tax planning and advisory services, and explain how your background makes you the perfect fit for leading our Private Client services.

Showcase Your Client Relationship Skills: In your application, don’t forget to mention your excellent client relationship skills. We want to see examples of how you've built and maintained strong relationships with high-net-worth individuals in the past.

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’re considered for this exciting opportunity to lead our Private Client services.

How to prepare for a job interview at Menzies LLP

✨Know Your Tax Stuff

Make sure you brush up on the latest trends and regulations in Private Client taxation. Being able to discuss recent changes or case studies will show your expertise and passion for the field.

✨Showcase Your Advisory Skills

Prepare examples of how you've successfully advised high-net-worth clients in the past. Highlight your ability to tailor solutions to individual needs, as this is crucial for the role.

✨Demonstrate Leadership Qualities

Since you'll be managing junior staff, think of instances where you've mentored or developed others. Be ready to discuss your leadership style and how you can foster a collaborative environment.

✨Build Rapport with Interviewers

Remember, client relationship skills are key! Practice engaging with your interviewers as if they were clients. Show genuine interest in their questions and share relevant personal anecdotes to create a connection.

Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth
Menzies LLP
Location: Portsmouth

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  • Private Client Tax Director: Lead High Net Worth Advisory in Portsmouth

    Portsmouth
    Full-Time
    72000 - 108000 £ / year (est.)
  • M

    Menzies LLP

    200-500
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