Private Client Director: IHT & Succession Planning (Hybrid) in London

Private Client Director: IHT & Succession Planning (Hybrid) in London

London Full-Time 130000 - 150000 £ / year (est.) No working from home possible
Taxation

At a Glance

  • Tasks: Advise ultra-high-net-worth families on personal taxation, estate planning, and trusts.
  • Company: Join a multi award-winning Private Client Tax team in Greater London.
  • Benefits: Competitive salary of £130k-£150k and hybrid working arrangements.
  • Other info: Work closely with leading Private Client Partners in a dynamic environment.
  • Why this job: Pathway to partnership or diverse career options without partnership pressures.
  • Qualifications: Must be CTA qualified with expertise in personal taxation.

The predicted salary is between 130000 - 150000 £ per year.

Taxation is seeking a personal tax adviser at Director level to join their multi award-winning Private Client Tax team in Greater London. The successful candidate will be CTA qualified and have expertise in advising UHNW families on personal taxation aspects such as IHT, estate planning, and trusts.

This role offers a pathway to partnership or a varied career without partnership responsibilities, working close to leading Private Client Partners. Salary is expected to be between £130k-£150k, with hybrid working arrangements.

Private Client Director: IHT & Succession Planning (Hybrid) in London employer: Taxation

Join our multi award-winning Private Client Tax team in Greater London, where we prioritise employee growth and offer a clear pathway to partnership or diverse career opportunities without the pressures of partnership responsibilities. Our supportive work culture, combined with competitive salaries and hybrid working arrangements, makes us an excellent employer for those looking to make a meaningful impact in advising UHNW families on personal taxation.

Taxation

Contact Details:

Taxation Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Private Client Director: IHT & Succession Planning (Hybrid) 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 the inside scoop on a role that’s perfect for you.

Tip Number 2

Prepare for those interviews by brushing up on your knowledge of IHT, estate planning, and trusts. We want you to be able to showcase your expertise and how it can benefit UHNW families. Confidence is key!

Tip Number 3

Don’t just apply anywhere; focus on firms that align with your career goals. Check out our website for roles that match your skills and aspirations. Tailor your approach to show why you’re the perfect fit for their team.

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 gives you another chance to highlight your qualifications.

We think you need these skills to ace Private Client Director: IHT & Succession Planning (Hybrid) in London

CTA Qualification
Personal Taxation Expertise
IHT Knowledge
Estate Planning
Trusts Advisory
Advising UHNW Families
Client Relationship Management

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the specific skills and experiences that align with the Private Client Director role. Highlight your CTA qualification and any relevant experience in advising UHNW families on personal taxation, IHT, and estate planning.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about personal taxation and how your expertise can benefit our multi award-winning team. Be genuine and let your personality come through.

Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements in previous roles. Whether it’s successful tax strategies you’ve implemented or complex cases you’ve managed, we want to see how you’ve made an impact.

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 important updates from us!

How to prepare for a job interview at Taxation

Know Your Stuff

Make sure you brush up on your knowledge of IHT, estate planning, and trusts. Familiarise yourself with recent changes in personal taxation that could affect UHNW families. This will show your expertise and commitment to the role.

Showcase Your Experience

Prepare specific examples from your past work where you've successfully advised clients on personal taxation matters. Highlight any complex cases you've handled, as this will demonstrate your capability to manage high-stakes situations.

Understand the Firm's Culture

Research the company's values and culture. Be ready to discuss how your personal values align with theirs. This is especially important for a role that involves close collaboration with leading Private Client Partners.

Ask Insightful Questions

Prepare thoughtful questions about the team dynamics, partnership pathways, and the firm's approach to client relationships. This not only shows your interest but also helps you gauge if the firm is the right fit for you.