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- Tasks: Advise ultra-high-net-worth families on personal taxation and succession planning.
- Company: Join a premier, award-winning Private Client Tax team in London.
- Benefits: Competitive salary, hybrid working, and potential for partnership.
- Other info: Dynamic role with opportunities for career advancement and varied responsibilities.
- Why this job: Work with leading professionals and make a significant impact on clients' wealth management.
- Qualifications: CTA qualified with expertise in IHT, estate planning, and trusts.
The predicted salary is between 130000 - 150000 £ per year.
A strategic appointment by one of London’s premier, multi award-winning Private Client Tax teams. Our client advises UHNW families on all areas of their personal taxation including IHT and CGT advice, succession planning, cross-border wealth planning, property-related issues and the use of trusts. They maintain a high profile both internally and externally and their expertise continues to attract work of the highest quality.
The team now seeks to recruit an additional personal tax adviser at Director level. They will need to be CTA qualified and able to demonstrate deep expertise in advising multi-generational families on IHT, estate planning and trusts. They will also have experience of managing complex client relationships as the key point of contact.
Scope exists to position oneself for partnership. Alternatively, those seeking an interesting and varied role, without the responsibility of partnership, can be accommodated within the Tax Principal band.
This is a terrific opportunity to join a high-profile Private Client team and to work closely with some of the profession’s leading Private Client Partners.
Salary will be dependent on experience but is likely to be in the region £130k-£150k + bens and bonus. The team operates hybrid working with most advisers in the office three days a week.
Private Client Tax Director - IHT/Succession Planning employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Director - IHT/Succession Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax space and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of IHT, estate planning, and trusts. Be ready to discuss your experience with multi-generational families and how you've managed complex client relationships in the past.
✨Tip Number 3
Showcase your expertise! When you get the chance, share case studies or examples from your previous work that highlight your skills in advising UHNW families. This will help you stand out as a candidate who truly understands the nuances of the role.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're serious about joining our high-profile team.
We think you need these skills to ace Private Client Tax Director - IHT/Succession Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in IHT, estate planning, and trusts. We want to see how your skills align with the needs of UHNW families, so don’t hold back on showcasing your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for our Private Client Tax team. Share specific examples of your past successes in managing complex client relationships and how you’ve added value in similar roles.
Showcase Your CTA Qualification: Since we’re looking for someone who’s CTA qualified, make sure this stands out in your application. Highlight any relevant training or certifications that demonstrate your commitment to excellence in personal taxation.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Taxation
✨Know Your Stuff
Make sure you brush up on your knowledge of IHT, estate planning, and trusts. Familiarise yourself with recent changes in tax legislation and be ready to discuss how these might impact UHNW families. This will show that you're not just qualified, but also genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed complex client relationships or provided strategic advice. Use the STAR method (Situation, Task, Action, Result) to structure your answers, making it easy for the interviewers to see your impact.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the team’s approach to succession planning and how they maintain their high profile in the industry. This not only shows your interest but also helps you gauge if the firm is the right fit for you.
✨Be Yourself
While it's important to be professional, don’t forget to let your personality shine through. The team is looking for someone who fits well with their culture, so being authentic can help you stand out. Plus, it’ll make the conversation more enjoyable for both you and the interviewers!