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- Tasks: Advise ultra-high-net-worth families on inheritance tax and estate planning.
- Company: Award-winning Private Client Tax team in London.
- Benefits: Competitive salary, hybrid working model, and excellent career opportunities.
- Other info: Dynamic environment focused on complex client relationships.
- Why this job: Join a high-performing team and make a real impact on clients' financial futures.
- Qualifications: CTA qualified with extensive personal tax advisory experience.
The predicted salary is between 130000 - 150000 £ per year.
Taxation is looking for an experienced personal tax adviser at Director level to join their award-winning Private Client Tax team in London. The ideal candidate will be CTA qualified, with extensive experience advising UHNW families on IHT, estate planning, and managing complex client relationships.
The role offers a competitive salary in the range of £130k-£150k plus benefits and a hybrid working model, providing an excellent opportunity to contribute to a high-performing team.
Private Client Director - IHT & Succession Planning employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Director - IHT & Succession Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for opportunities. You never know who might have a lead on that perfect Private Client Director role.
✨Tip Number 2
Prepare for those interviews by researching the company and its culture. Understand their approach to IHT and succession planning, so you can showcase how your experience aligns with their needs.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience with UHNW families and complex client relationships clearly and confidently. We want to hear how you can add value to their award-winning team.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Private Client Director - IHT & Succession Planning
Some tips for your application 🫡
Show Off Your Experience: When you're writing your application, make sure to highlight your experience in advising UHNW families. We want to see how you've tackled IHT and estate planning in the past, so don’t hold back!
Be Personal and Professional: We love a bit of personality! While keeping it professional, let your unique voice shine through. This helps us get a feel for who you are beyond just your qualifications.
Tailor Your Application: Make sure to tailor your application specifically for this role. Mention the key skills and experiences that align with what we’re looking for in a Private Client Director. It shows us you’ve done your homework!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in our award-winning team.
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of inheritance tax (IHT) and estate planning. Be ready to discuss specific cases you've handled, especially with ultra-high-net-worth (UHNW) families. This will show that you not only understand the theory but also have practical experience.
✨Showcase Your Relationship Skills
Since managing complex client relationships is key for this role, prepare examples that highlight your interpersonal skills. Think about times when you successfully navigated challenging situations or built trust with clients. This will demonstrate your ability to connect with UHNW families.
✨Understand the Company Culture
Research the Private Client Tax team and their recent achievements. Knowing their awards and recognitions can help you align your answers with their values. It shows you're genuinely interested in being part of their high-performing team.
✨Prepare Questions
Have a few insightful questions ready to ask at the end of the interview. This could be about their approach to IHT planning or how they support their team’s professional development. It shows you're engaged and thinking about how you can contribute to their success.