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- Tasks: Advise high-net-worth clients on personal tax matters and manage a diverse portfolio.
- Company: Join a leading accountancy firm with a strong reputation in the industry.
- Benefits: Enjoy flexible hybrid working, supported progression, and high-end tax work.
- Why this job: Make a real impact while developing your skills in a dynamic environment.
- Qualifications: CTA qualified with experience in advising wealthy entrepreneurs and families.
- Other info: Opportunity to supervise junior advisers and work closely with industry leaders.
The predicted salary is between 48000 - 72000 £ per year.
Do you have experience of advising HNW entrepreneurial private clients and their families? Are you looking to progress your personal tax career with a high-profile team, offering supported progression, high-end tax work and flexible hybrid working?
We’re working with a prominent accountancy firm that is looking to recruit a Personal Tax Director into its growing Birmingham team. You’ll take responsibility for a portfolio of wealthy entrepreneurial private clients, advising on related income and capital taxation, trusts, domicile and shareholder planning issues. This is very much a client-facing role, requiring excellent communication skills as well as strong tax technical knowledge.
You’ll need to be CTA qualified with demonstrable experience in advising HNW entrepreneurs, business owners, wealthy families and ideally non doms. Experience of supervising junior tax advisers is important, along with tax advisory experience (the role involves both ad hoc planning projects and complex compliance). You’ll be keen to develop your skills and knowledge by working with leading partners in a supportive and encouraging environment.
Personal Tax Director - Birmingham employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director - Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview by brushing up on your tax knowledge and client management skills. Think of real-life examples where you've successfully advised HNW clients, as these will showcase your expertise and experience.
✨Tip Number 3
Showcase your personality! During interviews, let your communication skills shine. Remember, they’re looking for someone who can connect with clients, so be personable and engaging.
✨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 that extra step to engage with us directly.
We think you need these skills to ace Personal Tax Director - Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Personal Tax Director role. Highlight your experience with HNW clients and any relevant tax advisory work to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team, focusing on your client-facing experience and your passion for personal tax.
Showcase Your Qualifications: Don’t forget to mention your CTA qualification prominently. We want to see how your qualifications align with the demands of advising wealthy clients and managing complex tax issues.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and get you into our system quickly!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your tax knowledge, especially around income and capital taxation, trusts, and domicile issues. Being able to discuss these topics confidently will show that you're the right fit for advising high-net-worth clients.
✨Showcase Your Experience
Prepare specific examples from your past work where you've successfully advised HNW entrepreneurs or families. Highlight any complex compliance projects or ad hoc planning you've handled, as this will demonstrate your capability in a client-facing role.
✨Communication is Key
Since this role requires excellent communication skills, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your ability to explain complex tax concepts in an understandable way.
✨Be Ready to Lead
As you'll be supervising junior tax advisers, think about your leadership style and how you can support and develop others. Be prepared to discuss how you've mentored team members in the past and your approach to fostering a collaborative environment.