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- Tasks: Advise ultra-high-net-worth families on personal taxation and succession planning.
- Company: Join a premier, award-winning Private Client Tax team in London.
- Benefits: Competitive salary of £130k-£150k plus benefits and bonuses.
- Other info: Hybrid working model with opportunities for partnership or varied roles.
- Why this job: Work with leading professionals and make a real impact in tax advisory.
- Qualifications: CTA qualified with expertise in IHT, estate planning, and trusts.
The predicted salary is between 130000 - 150000 £ per year.
A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.
The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.
Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.
This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.
Salary will be dependent on experience but is likely to be in the region £130k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.
Private Client Tax 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 Tax 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! Brush up on your knowledge of IHT, estate planning, and trusts. Be ready to discuss your experience with multi-generational families and complex client relationships – that’s what they want to hear!
✨Tip Number 3
Showcase your expertise! Create a portfolio or presentation that highlights your past successes in advising UHNW families. This will set you apart and demonstrate your value to potential employers.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic roles listed, and applying directly can give you an edge. Plus, it shows you’re serious about joining our high-profile team.
We think you need these skills to ace Private Client Tax Director - IHT/Succession Planning in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your CTA qualifications and experience in advising UHNW families. We want to see how your expertise in IHT, estate planning, and trusts shines through!
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Share specific examples of your experience managing complex client relationships and how you’ve added value in previous roles.
Showcase Your Strategic Thinking: In your application, demonstrate your strategic approach to tax planning and succession issues. We’re looking for someone who can think ahead and provide innovative solutions for our clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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. Be ready to discuss specific cases or scenarios where you've successfully advised clients in these areas. This will show that you not only understand the theory but can apply it in real-world situations.
✨Showcase Your Relationship Management Skills
Since managing complex client relationships is key for this role, prepare examples that highlight your experience in this area. Think about times when you've navigated challenging conversations or built trust with clients, as this will demonstrate your ability to be the main point of contact.
✨Understand the Firm's Culture
Research the firm’s values and culture before the interview. Knowing how they position themselves in the market and their approach to client service will help you align your answers with what they’re looking for. It also shows genuine interest in the role and the company.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to succession planning or how they support their advisers in professional development. It shows you're engaged and thinking about how you can contribute to the team.