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- Tasks: Lead personal tax advisory for high-net-worth clients and manage team development.
- Company: High-profile mid-sized accountancy firm with a focus on private client tax.
- Benefits: Strategic role with opportunities for networking and business development.
- Why this job: Step up to partnership and make a real impact in a dynamic environment.
- Qualifications: Strong knowledge of CGT, IHT, trusts, and experience in team management.
- Other info: Ideal for Directors or existing Partners seeking new challenges.
The predicted salary is between 72000 - 84000 £ per year.
We are currently handling a Personal Tax Partner role based in either Bristol or Bath. It is an opportunity to play a strategic role in the Private Client Tax team of a high profile mid-sized accountancy firm. The role is client-facing and involves handling ad hoc personal tax advisory work for high-net-worth individuals (HNWIs) and their families. Strong knowledge of Capital Gains Tax (CGT), Inheritance Tax (IHT) and trusts relating to new and old money clients is important.
Responsibilities:
- Client-facing personal tax advisory work for high-net-worth individuals and their families.
- Lead and contribute to team management and development within the Private Client Tax team.
- Contribute to departmental strategy as a key member of the partnership group.
- Engage in networking and business development activities to grow client relationships and the client base.
Qualifications:
- Strong knowledge of Capital Gains Tax (CGT), Inheritance Tax (IHT) and trusts as they relate to new and old money clients.
- Experience in team management and strategic contribution within a tax practice.
- The opportunity would suit a Director looking to step up to Partnership, or an existing Partner seeking a new challenge.
How to apply:
If you would like to learn more about the role please contact me in confidence for further details - michaelhowells@howellsconsulting.co.uk Alternatively, simply apply below.
Personal Tax Partner - Bath or Bristol employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Partner - Bath or Bristol
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the tax field. Attend industry events, join relevant groups on LinkedIn, and don’t be shy about reaching out to people for informational chats. We all know that who you know can sometimes matter just as much as what you know!
✨Tip Number 2
Showcase your expertise! When you’re in interviews or networking situations, make sure to highlight your strong knowledge of CGT, IHT, and trusts. Share specific examples of how you've successfully navigated these areas in your past roles. We want to see your skills in action!
✨Tip Number 3
Don’t forget to follow up! After any meeting or interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role. We love a proactive approach!
✨Tip Number 4
Apply through our website! It’s the easiest way to ensure your application gets seen by the right people. Plus, it shows you’re serious about the opportunity. Let’s get you that Personal Tax Partner role!
We think you need these skills to ace Personal Tax Partner - Bath or Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Personal Tax Partner role. Highlight your knowledge of CGT, IHT, and trusts, as well as any client-facing 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 responsibilities outlined in the job description. Don't forget to show your enthusiasm for joining our team!
Showcase Your Strategic Thinking: Since this role involves contributing to departmental strategy, make sure to include examples of how you've successfully led teams or contributed to strategic initiatives in your previous roles. We love seeing candidates who can think big!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of Capital Gains Tax (CGT), Inheritance Tax (IHT), and trusts. Be ready to discuss how these apply to both new and old money clients, as this will show your expertise and confidence in handling personal tax advisory work.
✨Showcase Your Leadership Skills
Since the role involves team management and development, think of examples where you've successfully led a team or contributed to strategic decisions. Prepare to share how you can bring value to the Private Client Tax team and help shape its future.
✨Network Like a Pro
This position requires engaging in networking and business development activities. Have a few strategies in mind for how you would grow client relationships and expand the client base. This shows you're proactive and ready to hit the ground running.
✨Be Ready for Client Scenarios
Prepare for situational questions that might involve real-life client scenarios. Think about how you would approach complex tax issues for high-net-worth individuals and their families. This will demonstrate your problem-solving skills and client-facing abilities.
