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- Tasks: Lead personal tax advisory services for high-net-worth clients and mentor a team of advisers.
- Company: Respected accountancy practice with a thriving Private Client Tax team.
- Benefits: Competitive salary, hybrid working, and opportunities for professional development.
- Why this job: Join a dynamic team and make a real impact on clients' financial futures.
- Qualifications: CTA qualification and strong knowledge of UK tax for high-net-worth individuals.
- Other info: Friendly and supportive environment with excellent networking opportunities.
The predicted salary is between 68000 - 85000 £ per year.
A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice. You’ll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You’ll also mentor a team of advisers, developing their skills and ensuring high quality client service levels.
This is a high profile, client relationship management role, requiring excellent communication and interpersonal skills. An in-depth knowledge of UK income tax, CGT and IHT as it applies to HNW private clients and their families is important. The CTA qualification is a pre-requisite.
You’ll get involved with a broad range of private client tax work including succession planning, the use of trusts and family investment companies, advice regarding residence and the new FIG regime.
As one of the key members of the Private Client Tax team, you’ll also work alongside Partners on related business development and networking initiatives, enabling you to build a name across the region.
Based in Swindon (or potentially Bath), the role offers hybrid working 2-3 days a week. The position would suit an existing Director seeking a new challenge in a friendly, sociable and supportive environment. Alternatively, the team would consider a good Senior Manager ready to step up to Director grade.
Salary will be dependent on experience but is likely to be in the region £85k-£100k + benefits.
To find out more, just email michaelhowells@howellsconsulting.co.uk quoting reference 5217s. Alternatively, simply apply below:
Personal Tax Director - Swindon employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Director - Swindon
✨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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you’re chatting with potential employers or networking, make sure to highlight your knowledge of UK income tax, CGT, and IHT. Share examples of how you've helped HNW clients in the past – it’ll set you apart from the competition.
✨Tip Number 3
Prepare for interviews by practising common questions related to personal tax advisory services. Think about scenarios where you’ve had to mentor others or manage client relationships. Being ready to discuss these will show you’re the right fit for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So go ahead, hit that apply button!
We think you need these skills to ace Personal Tax Director - Swindon
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 expertise in UK income tax, CGT, and IHT, as well as any mentoring experience you have.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how your background aligns with the needs of HNW clients. Don’t forget to mention your CTA qualification!
Showcase Your Communication Skills: Since this role requires excellent communication and interpersonal skills, make sure to demonstrate these in your application. Use clear, concise language and a friendly tone to reflect your personality.
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 on the path to joining our fantastic team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of UK income tax, CGT, and IHT, especially as it relates to high-net-worth clients. Be ready to discuss specific scenarios or case studies that demonstrate your expertise in these areas.
✨Show Off Your People Skills
Since this role involves client relationship management, practice articulating how you've successfully built and maintained relationships in the past. Think of examples where your communication and interpersonal skills made a difference for clients or your team.
✨Prepare for Team Mentoring Questions
As you'll be mentoring advisers, be prepared to talk about your leadership style and how you've developed others in previous roles. Have a few success stories ready that highlight your ability to nurture talent and ensure high-quality service.
✨Network Like a Pro
This position involves business development and networking initiatives, so think about how you can leverage your existing connections. Be ready to discuss your approach to networking and any successful strategies you've used to build your professional reputation.
