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For Companies At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and oversee complex personal tax compliance.
- Company: Reputable firm specialising in personal tax for landed wealth and HNW families.
- Benefits: Competitive salary, hybrid working options, and career development support.
- Why this job: Join a dynamic team and build your reputation as a leading private client adviser.
- Qualifications: Extensive experience in capital taxation and a CTA designation or equivalent.
- Other info: Flexible working arrangements with 2-3 days remote work available.
The predicted salary is between 75000 - 95000 £ per year.
Our client has built a strong reputation in the Personal Tax field, in particular advising landed wealth, HNW families, farming & bloodstock clients and related business owners. Demand for their expertise continues to grow and they now seek an additional personal tax Associate Director or Director.
Responsibilities
- Take responsibility for a portfolio of clients, undertaking ad hoc income tax, CGT and IHT planning work, as well as overseeing complex personal tax compliance.
- Work alongside high profile partners, with an opportunity for a CTA to build a name as a prominent private client adviser in the region.
- Support will be provided with development towards Director grade.
Qualifications
- Extensive experience advising on capital taxation, succession of wealth and income tax issues affecting HNW landed/farming clients.
- Confident client-facing adviser who also enjoys building third-party relationships.
- CTA designation or equivalent.
Benefits & Working Arrangements
- Our client is embracing agile/hybrid working and offers home working 2-3 days a week, if the individual wishes.
- Salary is likely to be in the region £75,000 - £95,000 p.a. + benefits, dependent on experience.
- This is a genuine career option for a talented CTA looking to build their Private Client career in the Cheltenham area.
Application Information
To find out more and to request a full job description please email michaelhowells@howellsconsulting.co.uk. Alternatively, simply apply below.
Personal Tax Associate Director/Director - Cheltenham employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate Director/Director - Cheltenham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the personal tax field. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with HNW clients and capital taxation. Share specific examples of how you've helped clients navigate complex tax issues – it’ll set you apart from the crowd.
✨Tip Number 3
Practice makes perfect! Before any interview, do some mock interviews with friends or mentors. Focus on common questions related to personal tax and client management. The more comfortable you are talking about your experience, the more confident you'll feel when it counts.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream role as a Personal Tax Associate Director or Director. Plus, applying directly can sometimes give you an edge over other candidates. So, what are you waiting for? Get applying!
We think you need these skills to ace Personal Tax Associate Director/Director - Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your expertise in personal tax, especially with HNW clients, to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about personal tax and how your background makes you an ideal candidate for the Associate Director/Director position.
Showcase Your Client-Facing Skills: Since this role involves working closely with clients, make sure to mention any relevant experience you have in client-facing roles. We want to see how you build relationships and provide top-notch advice!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you on the path to joining our team!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of capital taxation, succession planning, and income tax issues. Familiarise yourself with the specific needs of HNW landed and farming clients, as this will show that you're not just a generalist but someone who understands their unique challenges.
✨Showcase Your Client-Facing Skills
Since the role requires a confident client-facing adviser, prepare examples from your past experiences where you've successfully built relationships with clients. Think about how you can demonstrate your ability to communicate complex tax issues in a way that's easy for clients to understand.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to personal tax advisory services and their client base. This not only shows your interest in the role but also gives you a chance to assess if the company aligns with your career goals.
✨Embrace the Hybrid Work Culture
Since the company offers flexible working arrangements, be ready to discuss how you manage your time and productivity while working remotely. Highlight any previous experience you have with hybrid work to show that you can thrive in this environment.
