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- Tasks: Manage tax compliance and advisory for high net worth clients, families, and trusts.
- Company: Boutique private client tax advisory firm with a personal approach.
- Benefits: Fully remote, part-time hours, and flexible working arrangements.
- Why this job: Join a respected firm and make a real difference in clients' financial lives.
- Qualifications: Experience in private client tax, ideally STEP or TEP qualified.
- Other info: Enjoy autonomy and access to senior support in a rewarding environment.
The predicted salary is between 24000 - 36000 £ per year.
Are you an experienced Private Client Tax Adviser looking for genuine flexibility without compromising on the quality of your work or clients? This is an opportunity to join a respected, boutique private client firm working with high net worth individuals, families and trusts all on a fully remote, part-time basis.
Our client is a small, successful private client tax advisory firm, established in 2008 by a highly regarded tax specialist. They are known for their personal approach and long-term client relationships. They take the time to truly understand each client's circumstances, goals and priorities, delivering advice that is clear, practical and technically strong.
They are now seeking a capable and motivated private client professional to join their team for around 20 hours per week, fully remote.
This role could suit someone currently working within a private client solicitors firm particularly a STEP member or TEP-qualified professional with experience in trusts and estates. The work is varied and intellectually rewarding. You will support a portfolio of high net worth individuals, families and trusts, covering both compliance and advisory matters. You'll enjoy autonomy in your role, alongside access to senior support when needed.
Private Client Tax Advisor employer: Ten2Two
Contact Detail:
Ten2Two Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the private client tax world. Attend industry events or webinars, and don’t be shy about letting people know you’re on the lookout for opportunities. You never know who might have the perfect lead!
✨Tip Number 2
Showcase your expertise! Create a personal brand online that highlights your skills and experience in private client tax advisory. Share insights on social media or write articles that demonstrate your knowledge. This can attract potential employers to you.
✨Tip Number 3
Prepare for interviews by practising common questions specific to private client tax roles. Think about scenarios where you've successfully managed compliance or provided advisory services. We want you to feel confident and ready to impress!
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of great opportunities waiting for you. Plus, applying directly can sometimes give you an edge over other candidates. Let’s get you that dream job!
We think you need these skills to ace Private Client Tax Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that match the Private Client Tax Advisor role. Highlight your experience with high net worth individuals, families, and trusts to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about private client tax advisory and how your personal approach aligns with our firm's values. Keep it engaging and professional.
Showcase Relevant Qualifications: If you’re a STEP member or TEP-qualified, make sure to mention this prominently in your application. We value these qualifications and they can set you apart from other candidates!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ten2Two
✨Know Your Stuff
Make sure you brush up on the latest tax regulations and compliance matters relevant to high net worth individuals. Familiarise yourself with common scenarios that clients might face, as well as the specific services the firm offers.
✨Showcase Your Experience
Prepare to discuss your previous roles in private client tax advisory, especially any work with trusts and estates. Highlight specific cases where you've made a significant impact or provided exceptional service to clients.
✨Emphasise Flexibility and Autonomy
Since this role offers remote work and part-time hours, be ready to talk about how you manage your time effectively. Share examples of how you've successfully worked independently while still delivering high-quality results.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and their expectations for the role. This shows your genuine interest in their values and helps you assess if it’s the right fit for you.