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- Tasks: Provide strategic tax advice to family businesses and manage client relationships.
- Company: Dynamic firm focused on family-owned enterprises and high-net-worth individuals.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference for family businesses while growing your career.
- Qualifications: CTA qualified or equivalent experience with strong tax knowledge.
- Other info: Join a diverse team committed to inclusivity and personal growth.
The predicted salary is between 43200 - 72000 £ per year.
This Private Client - Family Business team specialises in advising family-owned enterprises, family offices, and high-net-worth individuals on a broad range of tax matters. They go beyond compliance to provide strategic guidance on succession planning, business structuring, governance, and long-term wealth preservation. Working closely with colleagues across the firm, they deliver integrated solutions tailored to the unique needs of family-run businesses.
Responsibilities
- Delivering high-quality advisory and planning services to family businesses and their owners.
- Managing a portfolio of tax compliance clients, ensuring timely and accurate delivery.
- Supporting partners on bespoke projects such as succession planning, business restructures, and tax-efficient ownership models.
- Building and maintaining strong, trusted relationships with clients and across internal teams.
- Coaching junior staff and contributing to their development.
- Identifying new opportunities and contributing to business development initiatives.
About you
- CTA qualified (preferred) or equivalent experience at Manager or Senior Manager level.
- Strong technical knowledge of private client and business tax matters.
- Proven experience delivering advisory work alongside compliance.
- Excellent communication and interpersonal skills.
- Passion for supporting family businesses and understanding their long-term goals.
- Experience mentoring junior staff and managing client relationships.
How to apply
If you are interested in working directly with family run businesses please reach out to me now at jennifer.nelson@pro-tax.co.uk
EEO statement
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 - Leatherhead employer: Pro-Tax
Contact Detail:
Pro-Tax Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director - Leatherhead
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work with family businesses. A personal introduction can make all the difference when it comes to landing that interview.
✨Tip Number 2
Show off your expertise! Prepare a few case studies or examples of how you've helped family businesses in the past. This will not only demonstrate your skills but also show your passion for supporting their long-term goals.
✨Tip Number 3
Be proactive! Don’t just wait for job openings to pop up. Reach out directly to firms you admire, like us at StudySmarter, and express your interest in working with them. You never know what opportunities might arise!
✨Tip Number 4
Prepare for the interview by researching the firm’s approach to family business tax matters. Tailor your questions and answers to reflect their values and practices. This shows you're genuinely interested and ready to contribute!
We think you need these skills to ace Private Client Tax Associate Director - Leatherhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax Associate Director role. Highlight your expertise in advising family businesses and any relevant tax compliance experience to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for supporting family businesses and how your background makes you the perfect fit for our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since this role involves building strong relationships, make sure your application demonstrates your excellent communication skills. Use clear and concise language, and don’t shy away from sharing examples of how you've successfully managed client relationships.
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 the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Pro-Tax
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge of private client and business tax matters. Be ready to discuss specific scenarios where you've delivered advisory work alongside compliance, as this will show your expertise and confidence in the field.
✨Show Your Passion for Family Businesses
During the interview, express your enthusiasm for supporting family-run businesses. Share any personal experiences or insights that highlight your understanding of their long-term goals and challenges, as this will resonate well with the interviewers.
✨Demonstrate Your Coaching Skills
Since mentoring junior staff is part of the role, be prepared to discuss your experience in coaching and developing others. Share specific examples of how you've helped team members grow, as this will showcase your leadership abilities.
✨Build Relationships
Emphasise your ability to build and maintain strong, trusted relationships with clients and colleagues. Think of examples where you've successfully managed client relationships or collaborated with internal teams, as this will highlight your interpersonal skills.
