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- Tasks: Manage a portfolio of Private Client Tax clients and mentor your team.
- Company: Join a Top 30 firm in London with a strong reputation in Private Client Tax.
- Benefits: Enjoy a clear path to Partner and opportunities for networking.
- Why this job: This role offers growth, mentorship, and a chance to shape the future of the service line.
- Qualifications: You need a CTA qualification and experience with HNWI clients.
- Other info: We value diversity and encourage all backgrounds to apply!
The predicted salary is between 43200 - 72000 £ per year.
Are you a Personal Tax specialist, and looking for a role with a clear route to Partner? This could be the role for you!
This Top 30 firm based in the heart of London, are hiring for a Private Client Tax Associate Director, and they are open to a hire of someone taking a sideways step in order to get the ability to progress to Partner, or as a potential first step at Director grade. The hire is being made as a clear succession plan for one of the Private Client Tax Partners and so this will be a defined route to Partner.
The Private Client Tax service line is incredibly well regarded for the firm, and lots of their clients use multiple areas of the business, which should allow for a great opportunity to build your internal and external network which is vital to making that Partner step.
Responsibilities:
As a Private Client Tax Associate Director, you will…
- Manage a portfolio of Private Client Tax clients, across the HNWIs, OMB and Trusts space within the UK
- Own the budgeting and planning for the clients in your portfolio
- Provide technical guidance to the members of the team, being a clear mentor to the team
- Assist the current Partners with the service line strategic planning and decisions
- Work with the business, and Partners to identify opportunities for service line development, and attend new business meetings
Requirements:
As a Private Client Tax Associate Director, you will need…
- CTA Qualification
- Strong knowledge of technical areas of UK Personal taxes
- Experience working with, and advising, HNWI and UNHWI clients
- Ability to train and develop junior members of the team
- Networking skills and an ability to convert leads
If you are an experience professional within the Private Client Tax space, and looking for a role at Director grade, with a clear route to Partner – apply now, or get in touch to find out more information!
Rutherford Briant is passionate about equity, diversity, and inclusion. We seek individuals from the widest talent pool and encourage underrepresented talent to apply to vacancies with us. We are committed to recruitment processes that are fair for all, regardless of background and personal characteristics.
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Private Client Tax Associate Director employer: Rutherford Briant
Contact Detail:
Rutherford Briant Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Associate Director
✨Tip Number 1
Make sure to leverage your existing network in the Private Client Tax space. Reach out to former colleagues, clients, or industry contacts who can provide insights about the firm and potentially refer you internally.
✨Tip Number 2
Attend industry events and seminars focused on personal tax and high-net-worth individuals. This will not only enhance your knowledge but also help you meet key players in the field, which could be beneficial for your application.
✨Tip Number 3
Showcase your mentoring skills by discussing any previous experiences where you've trained or developed junior team members. This is crucial as the role emphasizes the importance of being a clear mentor to the team.
✨Tip Number 4
Familiarize yourself with the firm's strategic goals and service line development opportunities. Being able to discuss how you can contribute to these areas during your conversations will set you apart from other candidates.
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 experience in personal tax, particularly with HNWIs and UNHWIs. Emphasize your CTA qualification and any relevant achievements that demonstrate your ability to manage a portfolio effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the firm's commitment to equity, diversity, and inclusion. Mention how your background aligns with their values and how you can contribute to their Private Client Tax service line.
Showcase Your Networking Skills: Provide examples of how you've successfully built and maintained client relationships in your previous roles. Highlight any specific instances where your networking led to new business opportunities or enhanced client satisfaction.
Prepare for Technical Questions: Be ready to discuss your technical knowledge of UK personal taxes during the interview process. Prepare to explain complex tax concepts clearly, as well as your approach to mentoring junior team members.
How to prepare for a job interview at Rutherford Briant
✨Showcase Your Technical Expertise
As a Private Client Tax Associate Director, it's crucial to demonstrate your strong knowledge of UK Personal taxes. Be prepared to discuss specific cases or scenarios where you've successfully navigated complex tax issues for HNWIs and UNHWI clients.
✨Highlight Your Mentorship Skills
Since the role involves providing technical guidance and mentoring junior team members, share examples of how you've trained or developed others in your previous roles. This will show your leadership potential and commitment to team growth.
✨Discuss Networking Strategies
Networking is vital for this position, so come ready to discuss your approach to building relationships both internally and externally. Share any successful strategies you've used to convert leads into clients, as this will be key for service line development.
✨Express Your Ambition for Partnership
This role offers a clear route to Partner, so make sure to express your long-term career goals during the interview. Discuss why you're interested in this path and how you plan to contribute to the firm's success as a future Partner.
