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- Tasks: Manage client portfolios and provide expert tax advice to high-net-worth families.
- Company: Reputable financial advisory firm with a focus on family and wealth management.
- Benefits: Fully remote work, flexible hours, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: CTA qualified or equivalent experience in UK personal taxation.
- Other info: Engage with complex client matters and mentor junior team members.
The predicted salary is between 43200 - 72000 £ per year.
A well-regarded financial advisory firm in the UK is seeking an experienced personal tax advisor to join their Family & Wealth team. The role involves managing a portfolio of clients, providing practical tax advice, and supervising junior team members.
Candidates should be CTA qualified or possess equivalent experience with a strong background in UK personal taxation. This position offers flexible, fully remote work, opportunities for professional development, and exposure to complex client matters.
Remote Personal Tax Advisor for HNW Families employer: Quantuma
Contact Detail:
Quantuma Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Personal Tax Advisor for HNW Families
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work with high-net-worth families. A personal recommendation can make all the difference when you're applying for roles like this.
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, be ready to discuss specific cases where you've provided tax advice. This will demonstrate your hands-on experience and understanding of UK personal taxation.
✨Tip Number 3
Don’t forget to ask questions! During interviews, inquire about the firm's approach to client management and team dynamics. This shows your interest and helps you gauge if it’s the right fit for you.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and connect with the right people. Plus, it’s a great way to stay updated on new opportunities in the financial advisory space.
We think you need these skills to ace Remote Personal Tax Advisor for HNW Families
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in UK personal taxation and any relevant qualifications like CTA. We want to see how your background aligns with the role, so don’t be shy about showcasing your skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about working with HNW families and how you can bring value to our Family & Wealth team. Keep it engaging and personal.
Showcase Your Client Management Skills: Since this role involves managing a portfolio of clients, make sure to highlight your experience in client relations. We love to see examples of how you've provided practical tax advice and built strong relationships.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Quantuma
✨Know Your Tax Stuff
Make sure you brush up on UK personal taxation laws and recent changes. Be ready to discuss specific tax strategies you've implemented for high-net-worth clients, as this will show your expertise and confidence in the field.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your ability to build relationships and provide tailored advice, as this is crucial for the role.
✨Demonstrate Leadership Potential
Since you'll be supervising junior team members, think of instances where you've led a team or mentored others. Share how you approach leadership and support your colleagues' development.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to complex client matters and professional development opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
