Private Client Tax Partner: Lead HNWI Advisory
Private Client Tax Partner: Lead HNWI Advisory

Private Client Tax Partner: Lead HNWI Advisory

Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead personal tax advisory for high-net-worth clients, focusing on Capital Gains and Inheritance Tax.
  • Company: High-profile mid-sized accountancy firm in the UK with a strong reputation.
  • Benefits: Competitive salary, partnership opportunities, and a dynamic work environment.
  • Why this job: Join a strategic role and make a real impact on clients' financial futures.
  • Qualifications: Experience in personal tax, team management, and strong networking skills.
  • Other info: Ideal for Directors looking to step up to Partnership in a supportive firm.

The predicted salary is between 72000 - 108000 £ per year.

A high-profile mid-sized accountancy firm in the UK is seeking a Personal Tax Partner to play a strategic role in the Private Client Tax team. This role involves client-facing personal tax advisory work for high-net-worth individuals and their families, focusing on Capital Gains Tax and Inheritance Tax.

Ideal candidates are experienced in team management and may be Directors looking to step up to Partnership. Strong networking and business development skills are essential.

Private Client Tax Partner: Lead HNWI Advisory employer: Taxation

Join a dynamic mid-sized accountancy firm that values innovation and collaboration, offering a supportive work culture where your expertise in personal tax advisory for high-net-worth individuals will thrive. With a strong emphasis on professional development, you will have ample opportunities to grow into leadership roles while enjoying a competitive benefits package and a vibrant team environment in the heart of the UK.
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Contact Detail:

Taxation Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Private Client Tax Partner: Lead HNWI Advisory

✨Tip Number 1

Network like a pro! Attend industry events and connect with professionals in the private client tax space. We all know that who you know can be just as important as what you know, so don’t be shy about making those connections.

✨Tip Number 2

Showcase your expertise! When you’re chatting with potential employers or clients, make sure to highlight your experience with Capital Gains Tax and Inheritance Tax. We want them to see you as the go-to person for high-net-worth individuals.

✨Tip Number 3

Be proactive! Don’t wait for job openings to pop up. Reach out to firms directly, especially if they align with your career goals. We can help you find opportunities through our website, so keep an eye out!

✨Tip Number 4

Prepare for interviews by brushing up on your team management skills. As a potential Partner, you’ll need to demonstrate your ability to lead and inspire a team. We suggest practising common interview questions with a friend to boost your confidence.

We think you need these skills to ace Private Client Tax Partner: Lead HNWI Advisory

Personal Tax Advisory
Capital Gains Tax
Inheritance Tax
Client Management
Team Management
Networking Skills
Business Development
Strategic Thinking
High-Net-Worth Individual (HNWI) Advisory

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Private Client Tax role. Highlight your expertise in Capital Gains Tax and Inheritance Tax, as well as any relevant team management experience.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your networking and business development skills. Tell us why you’re passionate about working with high-net-worth individuals and how you can contribute to our team.

Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Use specific examples of how you've successfully advised clients or led teams in the past. This will help us see the impact you can make at StudySmarter.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at Taxation

✨Know Your Tax Inside Out

Make sure you brush up on your knowledge of Capital Gains Tax and Inheritance Tax. Be prepared to discuss recent changes in legislation and how they might impact high-net-worth individuals. This will show that you're not just knowledgeable but also proactive in staying updated.

✨Showcase Your Networking Skills

Since strong networking is key for this role, come ready with examples of how you've built relationships in the past. Think about specific instances where your networking led to new business opportunities or strengthened client relationships.

✨Demonstrate Leadership Experience

As a potential Partner, you'll need to exhibit your team management skills. Prepare to share stories about how you've successfully led teams, resolved conflicts, or mentored junior staff. This will highlight your readiness for a strategic role.

✨Prepare Thoughtful Questions

Interviews are a two-way street, so think of insightful questions to ask about the firm's vision for the Private Client Tax team. This shows your genuine interest in the role and helps you assess if the firm aligns with your career goals.

Private Client Tax Partner: Lead HNWI Advisory
Taxation

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