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- Tasks: Advise high-net-worth clients on personal taxation and manage client relationships.
- Company: Join a supportive and sociable team in a thriving environment.
- Benefits: Enjoy hybrid working, work/life balance, and a focus on quality work.
- Why this job: Develop your tax planning skills while making a real impact for clients.
- Qualifications: Experience in advising HNW private clients and strong communication skills.
- Other info: Opportunity to work with leading Partners on exciting capital taxes projects.
The predicted salary is between 36000 - 60000 £ per year.
A great opportunity for a CTA qualified personal tax Senior to develop their tax planning skills in an advisory-focused role.
Responsibilities
- Advise a broad range of HNW individuals, families, landed wealth, business owners and entrepreneurs.
- Work with leading Partners on an interesting range of ad hoc capital taxes planning projects.
- Act as a key point of contact, in very much a client-facing, relationship management role.
Qualifications
- You’ll need demonstrable experience of advising HNW private clients on their personal taxation.
- Strong communication, report writing and interpersonal skills are also important.
Benefits / Working style
In return you’ll join a thriving, sociable and supportive team that is proud of the high quality work they handle. They also genuinely embrace work/life balance, including offering hybrid working 2-3 days a week.
How to apply
To find out more about this great career opportunity, please email michaelhowells@howellsconsulting.co.uk quoting Ref 5193. Alternatively, simply apply below.
Private Client Tax Senior - Cheltenham employer: Taxation
Contact Detail:
Taxation Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior - Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the tax advisory field, especially those who work with HNW clients. A friendly chat can lead to opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! Prepare a few case studies or examples of how you've successfully advised clients on personal taxation. This will help you stand out during interviews and showcase your skills.
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to explain complex tax concepts in simple terms is key. Try role-playing with a friend to get comfortable.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Private Client Tax Senior - Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with HNW clients and personal taxation. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this advisory-focused role. We love seeing your personality come through, so keep it engaging and relevant.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail!
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 the path to joining our supportive team!
How to prepare for a job interview at Taxation
✨Know Your Tax Stuff
Make sure you brush up on your knowledge of personal taxation, especially as it relates to high-net-worth individuals. Be ready to discuss specific tax planning strategies and how you've successfully advised clients in the past.
✨Showcase Your Communication Skills
Since this role is client-facing, practice articulating complex tax concepts in a simple way. Prepare examples of how you've effectively communicated with clients or colleagues, highlighting your interpersonal skills.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific client situations or tax planning projects. Think through potential scenarios and be ready to explain your thought process and decision-making.
✨Emphasise Teamwork and Work-Life Balance
This company values a supportive team environment and work-life balance. Be prepared to discuss how you collaborate with others and how you maintain a healthy work-life balance in your own life.
