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- Tasks: Advise high-net-worth clients on personal tax planning and compliance.
- Company: Respected firm offering entrepreneurial Private Client Tax work in Guildford.
- Benefits: Competitive salary, hybrid working, and a supportive work/life balance.
- Why this job: Join a growing team and make a real impact on clients' financial futures.
- Qualifications: Experience in personal tax planning and a CTA qualification.
- Other info: Great career progression opportunities towards Director level.
The predicted salary is between 82000 - 92000 £ per year.
An opportunity to join a respected firm that offers high quality, new-money entrepreneurial Private Client Tax work without the commute into London. You’ll join an established high-profile team, advising regional, London and international wealth.
Work includes:
- Income and capital taxes planning for wealthy families
- Shareholder planning
- Exit strategies for business owners
- Property-related advice
- Residence/domicile issues
- PE work
- IHT / succession planning
The role is based in Guildford but offers hybrid working 2-3 days a week. The team is busy, growing and keen to appoint an additional CTA at Associate Director level. You will take responsibility for a portfolio of HNW/UHNW international private clients, as their key trusted adviser. This will predominantly involve identifying and advising on ad hoc personal tax planning projects including CGT, IHT, residence and the use of trusts.
You will also oversee your clients' annual compliance (managing a team of junior tax advisers handling tax returns etc day to day). You’ll have the opportunity to work with experienced private client tax partners and to build a name for yourself in the region.
The role would suit an experienced Senior Manager or Associate Director looking to pursue their Private Client Tax career outside the Capital. Alternatively, a CTA from a strong regional practice. Either way, support will be provided with progression towards Director grade.
Salary will be dependent on experience, likely to be in the region of £82k-£92k + benefits. The firm encourages a healthy work/life balance culture, including hybrid working. So if you’re looking to take your career forward whilst also enjoying life in Guildford and the surrounding area, drop me an email for further details.
Associate Director, Personal Tax - Surrey in City of Westminster employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director, Personal Tax - Surrey in City of Westminster
✨Network Like a Pro
Get out there and connect with people in the industry! Attend local events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Expertise
When you get the chance to chat with potential employers or during interviews, make sure to highlight your experience with personal tax planning and compliance. We want to see you confidently discuss your past projects and how they relate to the role. It’s all about showcasing your skills!
✨Tailor Your Approach
Every firm is different, so do your homework! Understand the specific needs of the company you’re applying to and tailor your conversations accordingly. We recommend mentioning how your background aligns with their focus on high-net-worth clients and your ability to manage complex tax issues.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly. So go ahead, hit that apply button and let’s get the conversation started!
We think you need these skills to ace Associate Director, Personal Tax - Surrey in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Associate Director role. Highlight your expertise in personal tax planning, especially with HNW/UHNW clients, and don’t forget to mention any relevant qualifications like CTA.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your experience with income and capital taxes, and how you can contribute to our growing portfolio of clients.
Showcase Your Team Leadership Skills: Since you'll be overseeing junior tax advisers, it’s important to highlight your leadership experience. Share examples of how you've successfully managed teams or projects in the past, especially in a tax compliance context.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on the latest personal tax regulations and planning strategies. Be ready to discuss specific cases or scenarios that demonstrate your expertise in income and capital taxes, IHT, and trusts. This will show that you're not just familiar with the basics but can also handle complex situations.
✨Showcase Your Client Management Skills
Since you'll be advising high-net-worth clients, it's crucial to highlight your experience in managing client relationships. Prepare examples of how you've successfully navigated client needs, especially in areas like shareholder planning or exit strategies. This will help them see you as a trusted adviser.
✨Demonstrate Team Leadership
You'll be overseeing a team of junior tax advisers, so be ready to talk about your leadership style. Share experiences where you've mentored others or led a project. This will illustrate your ability to manage and develop talent within the team.
✨Emphasise Work-Life Balance
The firm values a healthy work/life balance, so it’s a good idea to express your alignment with this culture. Discuss how you manage your workload effectively while maintaining personal time. This shows that you’re not only focused on career growth but also on well-being.
