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- Tasks: Lead IHT and estate planning projects for multi-generational families and manage HNW client relationships.
- Company: Join a high-profile accountancy practice with an award-winning Private Client Tax team.
- Benefits: Enjoy hybrid working 2-3 days a week and a supportive team environment.
- Why this job: Be a key adviser in a thriving team, impacting clients' financial futures while mentoring junior staff.
- Qualifications: CTA/ACA qualified with strong technical knowledge of inheritance tax and estate planning required.
- Other info: This role is client-facing, requiring excellent relationship management skills.
The predicted salary is between 72000 - 108000 £ per year.
We are working on a new opportunity based in the award-winning Private Client Tax team of a high-profile accountancy practice.
Working alongside some of the profession’s leading personal tax and trusts advisers, you’ll advise UK and international UHNW individuals and families on inheritance tax, succession planning, and the use of on and offshore trust structures. As a key member of the broader Private Wealth team, the role requires:
- Experience of leading IHT and estate planning projects relating to multi-generational families.
- The ability to act as one of the Private Client team’s ‘go to’ advisers on IHT-related matters.
- Experience of managing HNW clients from introduction and engagement, to nurturing ongoing relationships and identifying new planning opportunities.
- Experience of building third-party networks and developing new clients.
This is very much a client and third-party facing role as a key point of contact and therefore requires excellent relationship management skills. The role also involves supervising, mentoring, and developing junior staff.
It is likely that the successful candidate will be CTA/ACA qualified (possibly also STEP) and will certainly possess a strong technical understanding of inheritance tax and estate planning.
Based in the West End, the role offers hybrid working 2-3 days a week.
This is a great opportunity to play a high-profile role in a thriving and growing Private Client team. Ref 5180.
To find out more and to request a full job description, just email .
Alternatively, simply apply below:
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IHT & Estate Planning Director employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IHT & Estate Planning Director
✨Tip Number 1
Network with professionals in the private client tax field. Attend industry events or webinars where you can meet potential colleagues and clients, as building relationships is crucial for this role.
✨Tip Number 2
Stay updated on the latest changes in inheritance tax laws and estate planning strategies. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Consider reaching out to current employees at the firm to gain insights into their experiences and the company culture. This can help you tailor your approach and show genuine interest in the position.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed HNW clients and led IHT projects in the past. Highlighting your experience will set you apart as a strong candidate for this role.
We think you need these skills to ace IHT & Estate Planning Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in IHT and estate planning, particularly with multi-generational families. Emphasize any relevant qualifications like CTA/ACA or STEP.
Craft a Compelling Cover Letter: In your cover letter, showcase your relationship management skills and provide examples of how you've successfully managed HNW clients. Mention your ability to build networks and develop new clients.
Highlight Technical Expertise: Clearly outline your technical understanding of inheritance tax and estate planning in both your CV and cover letter. Use specific terminology that reflects your expertise in the field.
Showcase Leadership Experience: If you have experience supervising or mentoring junior staff, be sure to include this in your application. Highlight any specific projects where you took a leadership role.
How to prepare for a job interview at Taxation
✨Showcase Your Expertise
Be prepared to discuss your experience with inheritance tax and estate planning in detail. Highlight specific projects you've led, especially those involving multi-generational families, to demonstrate your capability as a go-to adviser.
✨Demonstrate Relationship Management Skills
Since this role is client-facing, share examples of how you've successfully managed relationships with HNW clients. Discuss how you identify new planning opportunities and nurture ongoing relationships to build trust.
✨Highlight Your Team Leadership Experience
Talk about your experience in supervising and mentoring junior staff. Provide examples of how you've developed team members and contributed to their professional growth, showcasing your leadership skills.
✨Network and Build Connections
Discuss your experience in building third-party networks and developing new clients. Share strategies you've used to expand your professional network and how these connections have benefited your previous roles.
