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For Companies At a Glance
- Tasks: Lead personal tax planning and advise high net worth clients on wealth strategies.
- Company: Dynamic firm in Cirencester with a focus on personal tax advisory.
- Benefits: Competitive salary, flexible hybrid work, and professional development opportunities.
- Other info: Join a supportive team with opportunities for growth and new business development.
- Why this job: Make a real impact by guiding clients through complex tax matters.
- Qualifications: Chartered Tax Adviser (CTA) with experience in personal tax and team leadership.
The predicted salary is between 60000 - 80000 £ per year.
We are seeking a Personal Tax Director in Cirencester to lead a portfolio of high net worth individuals, families, and family offices. This role involves strategic tax advisory, personal tax compliance, and team leadership, handling complex personal, trust, and estate planning matters.
Key Responsibilities
- Lead personal tax planning, including Inheritance Tax (IHT), Capital Gains Tax (CGT), trusts, residence, and domicile planning
- Advise high net worth clients and family offices on wealth and succession strategies
- Manage and develop a team of tax professionals, providing guidance and reviewing their work
- Identify and pursue new business opportunities within existing client relationships
- Provide specialist advice to landowners, rural businesses, and family estates
About You
- Chartered Tax Adviser (CTA) with significant personal tax experience
- Strong track record managing high net worth and family office clients
- Commercially minded, proactive, and able to grow your own client portfolio
- Excellent leadership skills
Personal Tax Director – Cirencester employer: Oscar Wood
Contact Detail:
Oscar Wood Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director – Cirencester
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meet-ups to connect with potential employers and other professionals. Remember, it’s all about who you know, so don’t be shy!
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights on tax planning and compliance on platforms like LinkedIn. This will help you stand out as a thought leader in the field.
✨Tip Number 3
Prepare for interviews by researching the company and its clients. Be ready to discuss how your experience aligns with their needs, especially in managing high net worth individuals and family offices.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to show your interest in joining our team!
We think you need these skills to ace Personal Tax Director – Cirencester
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 relevant tax planning expertise. 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 explain why you’re the perfect fit for this role. Share specific examples of your leadership and strategic advisory experience that relate to the job description.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Quantify your successes where possible, like how you’ve helped clients save on taxes or grow their wealth. We love numbers that tell a story!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Let’s get your application in!
How to prepare for a job interview at Oscar Wood
✨Know Your Tax Stuff
Make sure you brush up on the latest tax regulations, especially around Inheritance Tax and Capital Gains Tax. Being able to discuss these topics confidently will show that you're not just knowledgeable but also passionate about personal tax.
✨Showcase Your Leadership Skills
As a Personal Tax Director, you'll be leading a team. Prepare examples of how you've successfully managed and developed teams in the past. Highlight your approach to mentoring and guiding junior staff, as this will be key in your new role.
✨Client-Centric Mindset
Be ready to discuss how you've built and maintained relationships with high net worth clients. Share specific strategies you've used to understand their needs and provide tailored advice, as this is crucial for success in this position.
✨Business Development Savvy
Think about ways you've identified and pursued new business opportunities in previous roles. Be prepared to share your ideas on how to grow the client portfolio at the firm, as this proactive mindset is what they’re looking for.