Personal Tax Senior - UHNWIs
Personal Tax Senior - UHNWIs

Personal Tax Senior - UHNWIs

Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
Taxation

At a Glance

  • Tasks: Advise high-net-worth clients on personal tax compliance and planning projects.
  • Company: Join a prestigious firm known for its supportive and collaborative culture.
  • Benefits: Competitive salary, bonuses, hybrid working, and clear progression opportunities.
  • Other info: Great career growth potential towards Manager and Senior Manager roles.
  • Why this job: Make a real impact while working with elite clients in a dynamic environment.
  • Qualifications: CTA qualified with experience in advising international HNW private clients.

The predicted salary is between 40000 - 50000 £ per year.

Are you looking to build your private client tax career with an award-winning, high-profile team? We’re working closely with one of London’s most respected advisers to HNWIs. Their Personal Tax team provides advice to international entrepreneurs, UHNW families, family offices, sports & entertainment stars and dynamic business owners.

Demand for their expertise continues to grow and the team is keen to recruit an additional adviser at Personal Tax Senior grade. You will need to be CTA qualified with experience of advising international HNW private clients on a wide range of income and capital taxes issues. Experience of residence, domicile, remittance and ATED is important.

You will take responsibility for an impressive portfolio of new-money clients, acting as a primary point of contact. You'll oversee their annual personal tax compliance, whilst also identifying and assisting with ad hoc tax planning projects. Strong relationship management and communication skills are therefore important.

The firm has been recognised for its collegiate, encouraging and supportive environment. The team offers hybrid working (typically 2-3 days a week in the office) and are keen to find someone with the ability to be supported with progression to Manager and on towards Senior Manager grade in due course. Starting salary will be dependent on experience and qualifications, but is likely to be £40k-£50k plus bonus and benefits.

Personal Tax Senior - UHNWIs employer: Taxation

Join a prestigious firm in London renowned for its exceptional private client tax services, where you will thrive in a supportive and collaborative environment. With a strong focus on employee development, the company offers clear pathways for career progression, alongside competitive salaries and flexible hybrid working arrangements. This is an excellent opportunity to work with a diverse portfolio of UHNW clients while being part of a team that values your contributions and fosters professional growth.
Taxation

Contact Detail:

Taxation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Tax Senior - UHNWIs

✨Tip Number 1

Network like a pro! Reach out to your connections in the tax and finance world. Attend industry events or webinars where you can meet potential employers or colleagues. Remember, it’s all about who you know!

✨Tip Number 2

Showcase your expertise! Prepare a portfolio that highlights your experience with UHNWIs and complex tax issues. Bring this along to interviews to demonstrate your skills and knowledge in personal tax compliance and planning.

✨Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience with residence, domicile, and remittance issues clearly and confidently. This will help you stand out during the real deal!

✨Tip Number 4

Apply through our website! We’re always on the lookout for talented individuals like you. Make sure to tailor your application to highlight your relationship management skills and your ability to handle an impressive portfolio of clients.

We think you need these skills to ace Personal Tax Senior - UHNWIs

CTA Qualification
Advising on Income Tax
Advising on Capital Taxes
Experience with Residence Issues
Experience with Domicile Issues
Experience with Remittance Issues
Experience with ATED
Personal Tax Compliance
Tax Planning
Relationship Management
Communication Skills
Client Portfolio Management
Ability to Work in a Hybrid Environment
Progression to Manager Level

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Personal Tax Senior role. Highlight your CTA qualifications and experience with international HNW private clients, especially in areas like residence and domicile. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with UHNWIs and how your background makes you a perfect fit for our team. Keep it engaging and personal – we love a bit of personality!

Showcase Your Relationship Management Skills: Since strong relationship management is key for this role, make sure to include examples of how you've successfully managed client relationships in the past. We want to know how you build trust and rapport with clients!

Apply Through Our Website: We encourage you to apply 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. Plus, it shows you're keen to join our team!

How to prepare for a job interview at Taxation

✨Know Your Stuff

Make sure you brush up on your knowledge of income and capital taxes, especially around residence, domicile, remittance, and ATED. Being able to discuss these topics confidently will show that you're not just qualified, but also genuinely interested in the role.

✨Showcase Your Experience

Prepare specific examples from your past work where you've successfully managed HNW clients or handled complex tax planning projects. This will help demonstrate your capability and give the interviewers a clear picture of what you can bring to their team.

✨Build Rapport

Since strong relationship management is key, practice your communication skills. Be personable and engaging during the interview. Remember, they’re looking for someone who can connect with clients, so showing your interpersonal skills can set you apart.

✨Ask Insightful Questions

Prepare thoughtful questions about the firm’s approach to client management and team dynamics. This not only shows your interest in the role but also helps you gauge if the company culture aligns with your career goals.

Personal Tax Senior - UHNWIs
Taxation

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