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- Tasks: Engage with high-net-worth clients and manage complex tax planning.
- Company: Join a prestigious London accountancy firm known for its Private Client Tax expertise.
- Benefits: Enjoy career progression to Partnership and work in a supportive environment.
- Why this job: Be part of a respected team, build valuable relationships, and make a real impact.
- Qualifications: Must be CTA qualified with experience in advising high-net-worth individuals.
- Other info: This role offers a unique chance to develop your career in a dynamic setting.
The predicted salary is between 43200 - 72000 £ per year.
We are working with a high quality, non-PE backed London accountancy firm that has built a particularly strong reputation in the Private Client Tax field. They are undertaking Partner succession planning and are keen to appoint a Director whom they can support with progression to Partnership in the short term.
The team advises an impressive client list of HNW/UHNW entrepreneurs, business owners, international families, trusts and family offices. There is therefore scope to handle a broad range of interesting and challenging income and capital taxes planning work.
Very much a client-facing role, the incoming individual will nurture and develop professional relationships with the existing client base, build their own third-party referral network and (alongside several private client tax Partners) act as a high-profile ambassador for the Private Client team.
The successful candidate will be CTA qualified with a demonstrable track record of advising HNWIs on IHT and CGT planning, residence/domicile issues, property-related planning and potentially advice surrounding the extraction of wealth from businesses. They will also need to be an accomplished networker and business developer as this will form a key element of their role as they progress to partnership.
This is a great opportunity to join a respected firm and to build one’s career to Partnership within an independently recognised Private Client team.
To find out more just email michaelhowells@howellsconsulting.co.uk quoting Ref 5210. Alternatively, simply apply below:
Partner Designate, Personal Tax - London employer: Tolley
Contact Detail:
Tolley Recruiting Team
michaelhowells@howellsconsulting.co.uk
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Designate, Personal Tax - London
✨Tip Number 1
Network strategically within the Private Client Tax field. Attend industry events, seminars, and workshops where you can meet potential clients and other professionals. Building relationships with HNWIs and fellow tax advisors will enhance your visibility and credibility.
✨Tip Number 2
Showcase your expertise in IHT and CGT planning through thought leadership. Consider writing articles or giving talks on relevant topics. This not only demonstrates your knowledge but also positions you as a go-to expert in the field, making you more attractive to the firm.
✨Tip Number 3
Engage with existing clients of the firm, if possible, to understand their needs and expectations. This will help you tailor your approach and demonstrate your commitment to providing exceptional service, which is crucial for a client-facing role.
✨Tip Number 4
Research the firm thoroughly and understand their values and culture. Tailor your conversations and networking efforts to align with their ethos, showing that you are not just a fit for the role but also for the firm’s long-term vision.
We think you need these skills to ace Partner Designate, Personal Tax - London
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Partner Designate position. Understand the key responsibilities, required qualifications, and the firm's focus on Private Client Tax to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience with HNWIs, particularly in areas like IHT and CGT planning. Provide specific examples of how you've successfully advised clients in these areas to demonstrate your expertise.
Showcase Networking Skills: Since networking is crucial for this role, include details about your professional relationships and any successful business development initiatives you've led. This will show that you can build and maintain a strong referral network.
Craft a Compelling Cover Letter: Write a personalised cover letter that not only outlines your qualifications but also conveys your enthusiasm for the role and the firm. Mention why you are interested in progressing to partnership and how you align with the firm's values.
How to prepare for a job interview at Tolley
✨Showcase Your Expertise
Make sure to highlight your CTA qualification and any relevant experience you have in advising high-net-worth individuals. Be prepared to discuss specific cases where you've successfully navigated IHT and CGT planning, as well as residence and domicile issues.
✨Demonstrate Networking Skills
Since this role requires strong networking abilities, come prepared with examples of how you've built professional relationships in the past. Discuss any third-party referral networks you've developed and how they contributed to your previous roles.
✨Understand the Firm's Values
Research the firm’s reputation in the Private Client Tax field and be ready to articulate why you want to join them specifically. Understanding their approach to client service and partnership progression will show your genuine interest in the role.
✨Prepare Thoughtful Questions
Have a list of insightful questions ready to ask during the interview. This could include inquiries about the firm's succession planning, the team dynamics, or how they support their employees in achieving partnership. It shows you're serious about your future with them.
