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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: Make a real impact in a high-profile role while building your reputation in the region.
- Qualifications: CTA qualification and strong knowledge of UK tax for high-net-worth clients.
- Other info: Friendly and supportive environment with excellent career progression opportunities.
The predicted salary is between 85000 - 100000 £ 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 Bath (or potentially Bristol), 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 + bens.
Personal Tax Planning Director - Bath employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Personal Tax Planning Director - Bath
✨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 colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of UK income tax, CGT, and IHT. Share specific examples of how you've helped HNW clients in the past – it’ll set you apart from the competition.
✨Tip Number 3
Practice makes perfect! Before any interviews, do some mock sessions with friends or family. Focus on your communication and interpersonal skills, as these are key for client relationship management roles. The more comfortable you are, the better you'll come across!
✨Tip Number 4
Don’t forget to apply through our website! It’s super easy and ensures your application gets seen by the right people. 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 Planning Director - Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Personal Tax Planning Director role. Highlight your expertise in UK income tax, CGT, and IHT, as well as any mentoring experience you've had.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for personal tax advisory services and how you can contribute to our Private Client Tax team. Don’t forget to mention your CTA qualification!
Showcase Your Communication Skills: Since this role involves client relationship management, make sure to demonstrate your excellent communication and interpersonal skills in your application. We want to see how you connect with clients and colleagues alike.
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 board with our friendly and supportive 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 personal tax planning.
✨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 discuss your leadership style and how you develop others' skills. Have a few examples ready that showcase your ability to guide and support team members effectively.
✨Get Familiar with Business Development
This position involves working alongside Partners on business development initiatives. Research the firm’s recent projects or networking events and think about how you can contribute to their growth. Bring ideas to the table during your interview!
