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- Tasks: Manage high net worth clients' tax planning and lead a specialist team.
- Company: Dynamic firm in Chippenham with a focus on personal tax advisory.
- Benefits: Competitive salary, flexible hybrid work, and comprehensive benefits package.
- Why this job: Make a real impact on wealth planning for families and individuals.
- Qualifications: Chartered Tax Adviser with experience in personal tax and leadership skills.
- Other info: Opportunity to grow client relationships and advance your career.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a Personal Tax Director in Chippenham to manage a portfolio of high net worth individuals, families, and family offices. The role includes strategic tax advisory, personal tax compliance, and leadership of a specialist team.
Key Responsibilities
- Deliver high-level personal tax planning: Inheritance Tax (IHT), Capital Gains Tax (CGT), trusts, residence, and domicile issues
- Advise family offices and landed estates on wealth planning and succession strategies
- Lead, mentor, and review the work of junior and senior tax professionals
- Identify opportunities to grow existing client relationships and business
- Provide proactive solutions for complex personal and cross-border tax matters
About You
- Chartered Tax Adviser (CTA) with substantial personal tax experience
- Proven experience with high net worth clients and family offices
- Strong leadership, communication, and client management skills
- Up-to-date knowledge of UK personal and international tax legislation
- Commercially minded and able to manage...
Personal Tax Director – Chippenham employer: Oscar Wood
Contact Detail:
Oscar Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director – Chippenham
✨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 a job opportunity.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in the role.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Personal Tax Director role. Highlight your leadership skills and your ability to manage high net worth clients effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Personal Tax Director – Chippenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Personal Tax Director role. Highlight your experience with high net worth clients and any leadership roles you've had. We want to see how your skills match 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 the perfect fit for this role. Share specific examples of your tax advisory experience and how you’ve successfully managed client relationships in the past.
Showcase Your Expertise: Don’t hold back on showcasing your knowledge of UK personal and international tax legislation. We’re looking for someone who can hit the ground running, so let us know about any relevant qualifications or experiences that set you apart.
Apply Through Our Website: We encourage you to apply through our website for a smoother application 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!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal tax planning, especially around Inheritance Tax and Capital Gains Tax. Be ready to discuss specific cases or strategies you've implemented in the past, as this will show your expertise and confidence in handling high net worth clients.
✨Showcase Your Leadership Skills
Since the role involves leading a team, prepare examples that highlight your leadership style. Think about times when you've mentored junior staff or led a project successfully. This will demonstrate your ability to manage and inspire a team effectively.
✨Understand Their Clients
Research the types of clients the company works with, particularly family offices and landed estates. Being able to speak knowledgeably about their needs and challenges will set you apart and show that you're genuinely interested in the role.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client relationships or how they see the role evolving. It shows you're engaged and thinking about how you can contribute to their success.