At a Glance
- Tasks: Lead personal tax advisory for high-net-worth clients and manage a talented team.
- Company: Reputable firm specialising in private client services with a focus on international affairs.
- Benefits: Pathway to partnership, competitive salary, and support from experienced partners.
- Why this job: Elevate your career in personal tax while making a real impact on clients' financial success.
- Qualifications: CTA qualified with strong knowledge of income and capital tax planning.
- Other info: Dynamic role with opportunities for networking and business development.
The predicted salary is between 72000 - 108000 £ per year.
Our client has a strong reputation in the Private Client field, advising an impressive client list of HNW/UHNW entrepreneurs, international families, business owners and senior executives. Many of their clients are international in nature, with multi jurisdictional aspects to their affairs. The team continues to attract high quality work and is now undertaking a strategic recruitment exercise as part of ongoing succession-planning.
They are keen to find a CTA qualified personal tax adviser who is ready to take on a Director role. The aim is to support that individual with progression to partnership. The role requires strong technical knowledge of the income and capital taxes planning issues facing wealthy individuals and their families. This will include extensive experience of advising on domicile, residence, remittance and offshore trust structures.
The position is very much client-facing, requiring excellent relationship management skills. An interest in assisting the partners with networking and business development initiatives is also desirable. You’ll be supported by high profile Partners and an experienced team of personal tax ATTs and CTAs. Team management will form another key element of the role.
If you are looking to take your Private Client career to the next level, with the aim of progressing to Partner grade with a respected London firm, please email michaelhowells@howellsconsulting.co.uk for further details of the opportunity.
Personal Tax Director (Partner Designate) employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director (Partner Designate)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential contacts on LinkedIn. We all know that who you know can sometimes be just as important as what you know!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking, make sure to highlight your experience with domicile, residence, and offshore trust structures. We want to see you shine and demonstrate that you’re the perfect fit for that Director role.
✨Tip Number 3
Practice your pitch! You never know when you’ll get the chance to impress someone with your knowledge of personal tax issues. We suggest preparing a brief overview of your skills and experiences that you can share in casual conversations or formal interviews.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals ready to take their Private Client career to the next level. Let’s make it happen together!
We think you need these skills to ace Personal Tax Director (Partner Designate)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Director role. Highlight your CTA qualifications and any relevant experience with HNW/UHNW clients, as this will show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background aligns with our needs. Don’t forget to mention your relationship management skills and any business development initiatives you've been involved in.
Showcase Your Technical Knowledge: We’re looking for someone with strong technical knowledge of income and capital tax planning. Be sure to include specific examples of your experience with domicile, residence, and offshore trust structures in your application to demonstrate your expertise.
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 ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your technical knowledge regarding income and capital tax planning. Be prepared to discuss domicile, residence, remittance, and offshore trust structures in detail. This will show that you’re not just qualified but also genuinely interested in the complexities of the role.
✨Showcase Your Client Management Skills
Since the role is client-facing, think of examples where you've successfully managed client relationships. Prepare to share how you've built rapport with high-net-worth individuals and how you’ve navigated complex situations. This will demonstrate your ability to handle the demands of the position.
✨Network Like a Pro
Express your enthusiasm for networking and business development initiatives. Have a few ideas ready about how you could contribute to these efforts. This shows that you’re not just looking to fill a role but are keen to actively participate in the growth of the firm.
✨Team Management Experience
Be ready to discuss your experience in team management. Highlight any leadership roles you've had and how you’ve supported your team members. This will reassure them that you can effectively lead and mentor others as you progress towards partnership.