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- Tasks: Advise ultra-high-net-worth families on inheritance tax and estate planning.
- Company: Award-winning Private Client Tax team in London.
- Benefits: Competitive salary, hybrid working model, and excellent benefits.
- Other info: Great opportunity for career growth in a dynamic environment.
- Why this job: Join a high-performing team and make a real impact in personal tax advisory.
- Qualifications: CTA qualified with extensive experience in managing complex client relationships.
The predicted salary is between 130000 - 150000 £ per year.
Taxation is looking for an experienced personal tax adviser at Director level to join their award-winning Private Client Tax team in London. The ideal candidate will be CTA qualified, with extensive experience advising UHNW families on IHT, estate planning, and managing complex client relationships.
The role offers a competitive salary in the range of £130k-£150k plus benefits and a hybrid working model, providing an excellent opportunity to contribute to a high-performing team.
Private Client Director - IHT & Succession Planning in London employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director - IHT & Succession Planning in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of IHT and estate planning. We want to see you shine, so practice answering common questions and think about how your experience aligns with the needs of UHNW families.
✨Tip Number 3
Showcase your expertise! When you get the chance to meet potential employers, bring along examples of your past successes in managing complex client relationships. This will help us see how you can add value to our high-performing team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Private Client Director - IHT & Succession Planning in London
Some tips for your application 🫡
Show Off Your Expertise: Make sure to highlight your CTA qualification and any relevant experience you have with UHNW families. We want to see how your background aligns with the role, so don’t hold back on showcasing your skills in IHT and estate planning!
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. We love seeing candidates who take the time to connect their experiences directly to what we’re looking for in a Private Client Director.
Be Personable: Since this role involves managing complex client relationships, let your personality shine through! We appreciate a friendly tone and a bit of warmth in your application – it helps us get a sense of who you are beyond just your qualifications.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity in our award-winning team!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on the latest trends in IHT and estate planning. Familiarise yourself with recent case studies or changes in legislation that could impact UHNW families. This will show your depth of knowledge and commitment to staying current in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex client relationships or provided innovative solutions for clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
✨Ask Insightful Questions
Demonstrate your interest in the role by preparing thoughtful questions about the team dynamics, the firm's approach to client management, and how they measure success in this position. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Dress the Part
Even if the interview is hybrid, make sure to dress professionally. A smart appearance can set a positive tone and help you feel more confident. Remember, first impressions matter, especially in a client-facing role like this one.