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- Tasks: Lead tailored tax consultancy services for high net worth individuals and manage diverse portfolios.
- Company: A leading financial services firm in Swindon with a focus on client success.
- Benefits: Competitive benefits, health and wellness support, flexible working, and professional development.
- Why this job: Make a real impact by providing strategic tax advice to high net worth clients.
- Qualifications: Extensive knowledge in Inheritance Tax and Capital Gains Tax is essential.
- Other info: Join a dynamic team with opportunities for career growth and flexibility.
The predicted salary is between 48000 - 72000 £ per year.
A leading financial services firm in Swindon is seeking a Private Client Tax Partner to lead tailored tax consultancy services for high net worth individuals. The role involves managing diverse portfolios, ensuring compliance, and providing strategic tax advice.
Ideal candidates should have extensive knowledge in Inheritance Tax and Capital Gains Tax.
This permanent position offers competitive benefits, including health and wellness support, flexible working arrangements, and professional development opportunities.
Private Client Tax Director - HNW Wealth Planning (Flexible) in Swindon employer: Sumer Group Holdings Limited
Contact Detail:
Sumer Group Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director - HNW Wealth Planning (Flexible) in Swindon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Private Client Tax Director role.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Inheritance Tax and Capital Gains Tax. We want you to be able to showcase your expertise and provide strategic insights that will impress potential employers.
✨Tip Number 3
Don’t just apply anywhere; focus on firms that align with your values and career goals. Check out our website for tailored job listings that fit your skills and aspirations, especially in high net worth wealth planning.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm for the role and reinforces your professionalism—qualities that are key for a Private Client Tax Director.
We think you need these skills to ace Private Client Tax Director - HNW Wealth Planning (Flexible) in Swindon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in tax consultancy, especially with high net worth individuals. We want to see your knowledge of Inheritance Tax and Capital Gains Tax shine through!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Share specific examples of how you've managed diverse portfolios and provided strategic tax advice in the past.
Showcase Your Compliance Knowledge: Since compliance is key in this role, don’t forget to mention any relevant experience you have in ensuring tax compliance for clients. We love candidates who can demonstrate their understanding of regulations!
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 this exciting opportunity!
How to prepare for a job interview at Sumer Group Holdings Limited
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Inheritance Tax and Capital Gains Tax. Be ready to discuss specific cases or scenarios where you've successfully navigated these areas, as this will show your expertise and confidence in handling high net worth clients.
✨Showcase Your Portfolio Management Skills
Prepare examples of how you've managed diverse portfolios in the past. Highlight any strategies you've implemented that led to successful outcomes for your clients. This will demonstrate your ability to lead tailored tax consultancy services effectively.
✨Understand Their Business
Research the financial services firm thoroughly. Understand their values, mission, and the specific challenges they face in the industry. This knowledge will help you tailor your responses and show that you're genuinely interested in contributing to their success.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the firm's approach to high net worth wealth planning. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals and values.
