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- Tasks: Provide bespoke tax planning and advisory services to high-net-worth individuals.
- Company: Join a leading Top 10 Accountancy firm known for its private client expertise.
- Benefits: Enjoy a competitive salary, bonuses, and a supportive work environment.
- Why this job: Be part of a growing team with opportunities for leadership and professional development.
- Qualifications: Must be ACA, CTA, ACCA or ATT qualified with relevant experience.
- Other info: We value diversity and encourage applicants from all backgrounds.
The predicted salary is between 47000 - 79000 £ per year.
Growing Top 10 Accountancy Firm in Manchester & Leeds is looking to expand their private client advisory team across the North. This is an incredible opportunity to join one of the UK’s most well-known firms in the private client space.
Your new role as a Private Client Associate Director or Senior Manager:
- Provide bespoke tax planning and advisory services to high-net-worth individuals (HNWIs), entrepreneurs, business owners, and family offices.
- Advise on complex personal tax matters including residence and domicile, inheritance tax (IHT), capital gains tax (CGT), trusts, and estate planning.
- Build and maintain strong client relationships, acting as a trusted advisor and first point of contact for tax-related queries.
- Help run, manage and take support with leadership of the private client team in the North.
- Identify opportunities for additional services and cross-sell across the firm.
What you’ll need to be successful:
- ACA, CTA, ACCA or ATT qualified.
- Experience providing high level private client tax advisory services in the UK.
- Experience running and managing a portfolio of clients.
- Managing experience running a team as well as helping to develop and coach juniors.
As an employer, we are committed to ensuring the representation of people from all backgrounds regardless of their gender identity or expression, sexual orientation, race, religion, ethnicity, age, neurodiversity, disability status, or any other aspect which makes them unique. We welcome applicants from all backgrounds to apply and would encourage you to let us know if there are steps we can take to ensure that your recruitment process enables you to present yourself in a way that makes you comfortable.
Private Client Tax Associate Director employer: PRO-TAX RECRUITMENT LIMITED
Contact Detail:
PRO-TAX RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director
✨Tip Number 1
Network with professionals in the private client tax sector. Attend industry events, webinars, or local meetups to connect with people who work at top accountancy firms. This can help you gain insights into the firm’s culture and potentially get a referral.
✨Tip Number 2
Stay updated on the latest tax regulations and trends affecting high-net-worth individuals. Being knowledgeable about current issues will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss your experience managing client portfolios and leading teams. Be ready to share specific examples of how you've successfully advised clients on complex tax matters and developed junior staff, as these are key aspects of the role.
✨Tip Number 4
Research the firm’s values and recent achievements. Tailoring your conversation to align with their goals and demonstrating how you can contribute to their success will make you stand out as a candidate.
We think you need these skills to ace Private Client Tax Associate Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications such as ACA, CTA, ACCA, or ATT. Emphasise your experience in providing high-level private client tax advisory services and managing a portfolio of clients.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Private Client Tax Associate Director role. Mention specific experiences that demonstrate your ability to provide bespoke tax planning and advisory services to high-net-worth individuals.
Showcase Leadership Skills: Highlight any experience you have in managing teams and developing junior staff. This is crucial for the role, so provide examples of how you've successfully led a team in the past.
Demonstrate Client Relationship Management: Include examples of how you've built and maintained strong client relationships. Discuss your approach to being a trusted advisor and how you've handled complex personal tax matters.
How to prepare for a job interview at PRO-TAX RECRUITMENT LIMITED
✨Know Your Tax Legislation
Brush up on the latest UK tax laws and regulations, especially those related to high-net-worth individuals. Being able to discuss recent changes or trends in inheritance tax, capital gains tax, and trusts will show your expertise and commitment to the role.
✨Demonstrate Client Relationship Skills
Prepare examples of how you've built and maintained strong client relationships in the past. Highlight your ability to act as a trusted advisor and how you’ve handled complex queries effectively.
✨Showcase Leadership Experience
Since this role involves managing a team, be ready to discuss your leadership style and experiences. Share specific instances where you have coached juniors or led a team to success, demonstrating your capability to guide others.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills in tax advisory situations. Think about potential challenges you might face with clients and how you would address them, showcasing your analytical thinking and strategic approach.
