At a Glance
- Tasks: Manage a portfolio of high-net-worth clients and provide expert tax advice.
- Company: Specialist tax boutique in London with a focus on work/life balance.
- Benefits: Salary up to £110k, hybrid working, and supportive team environment.
- Other info: Flexible team player with excellent communication skills is essential.
- Why this job: Join a growing team and make a real impact in international tax advisory.
- Qualifications: CTA qualified with strong UK tax and trusts knowledge.
The predicted salary is between 110000 - 110000 £ per year.
Are you a seasoned private client tax professional with a passion for international work? Our client, a specialist tax boutique in London, is seeking an Associate Director to join their established and growing team. This is an exceptional opportunity to manage a portfolio of high-net-worth individuals with a strong international focus, providing ad-hoc advisory services and an element of compliance review. This high-end, independent firm offers not only a great range of personal tax and trusts planning work, but also values genuine work/life balance. The team is proud of the trusted advisor relationships they’ve built, but burning the midnight oil is not encouraged.
The Opportunity
- Manage a portfolio of high-net-worth individuals, with a focus on international clients.
- Provide expert advice on complex tax matters, including:
- Residence and the Statutory Residence Test
- Double Tax Treaties
- Remittance Basis and Anti‑Avoidance Provisions
- UK tax implications for offshore trusts and beneficiaries (including motive defence, taxation of distributions, and UK real estate ownership)
- Implications of Finance Act 2025 changes for non-doms and offshore trustees
- IHT planning, including APR, BPR, Family Investment Companies, and Family Investment Partnerships
About You
- CTA qualified and possibly also STEP.
- Possess a strong technical background in UK tax and trusts, with a focus on international private clients.
- You are eager to expand your knowledge and skills in a constantly evolving field.
- You have excellent communication skills, both written and verbal, and can explain complex tax issues in plain language.
- You are a flexible team player, capable of managing your own portfolio while supporting colleagues.
The team operates hybrid working and can offer a salary to £110,000 p.a. (dependent on experience).
Personal Tax Associate Director - To £110k + Bens employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Associate Director - To £110k + Bens
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or even casual meet-ups. Building relationships can lead to job opportunities that aren’t even advertised.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back on showcasing your knowledge. Discuss recent changes in tax legislation or share insights on international tax matters. This will position you as a go-to expert!
✨Leverage Social Media
Use platforms like LinkedIn to your advantage. Share articles, comment on relevant posts, and engage with industry leaders. It’s a great way to stay visible and show your passion for private client tax work.
✨Apply Through Our Website
Don’t forget to check out our website for job openings! Applying directly through us not only streamlines the process but also shows your genuine interest in joining our fantastic team.
We think you need these skills to ace Personal Tax Associate Director - To £110k + Bens
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the role of a Personal Tax Associate Director. Highlight your expertise in international tax matters and any relevant qualifications like CTA or STEP.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for private client tax work and how you can contribute to our team. Be sure to mention your experience with high-net-worth individuals and complex tax issues.
Showcase Your Communication Skills: Since you'll be explaining complex tax concepts, it's crucial to demonstrate your ability to communicate clearly in your application. Use straightforward language and avoid jargon where possible to show us you can make tax matters accessible.
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 about the process!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Brush up on your knowledge of UK tax laws, especially those related to high-net-worth individuals and international clients. Be ready to discuss complex topics like the Statutory Residence Test and Double Tax Treaties, as these are likely to come up during the interview.
✨Showcase Your Advisory Skills
Prepare examples of how you've provided expert advice in previous roles. Think about specific cases where you helped clients navigate complex tax matters or compliance issues. This will demonstrate your ability to communicate complex concepts clearly and effectively.
✨Emphasise Team Collaboration
Since the role involves working within a supportive team environment, be prepared to discuss how you’ve collaborated with colleagues in the past. Highlight instances where you’ve supported others while managing your own portfolio, showcasing your flexibility and teamwork skills.
✨Balance Work and Life
Given the firm's emphasis on work/life balance, it’s important to convey that you value this too. Share your thoughts on maintaining a healthy work-life balance and how it contributes to your productivity and job satisfaction. This aligns with the company culture they’re promoting.