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Private Client Tax Director

PCDM-4920
£70,000 - £100,000 per annum, negotiable
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Kieron Whitehead

A truly outstanding opportunity to join on of the UK’s leading Accountancy Practices in a senior leadership role, as our client, a Top 25 firm, are looking for a Private Client Tax Director to join the team in their Surrey offices

What’s on Offer?

  • Salary - £70,000 - £100,000 (Negotiable)
  • Industry leading benefits package
  • Join one of the UK’s top firms in a Senior Leadership role, playing your part in shaping and developing the Private Client team, and the office as a whole
  • Genuine progression and development opportunities, with Partnership available for the right person

Key Duties & Responsibilities

  • Engaging with the partners and directors to service clients and forming part of the office’s leadership team
  • Lead the delivery of a private client vision for the office, in conjunction with the Trust Director
  • Providing tax consultancy advice over the full range of private client tax related matters to clients and partners / directors. This may include planning for non-domiciled and international clients, offshore tax planning, inheritance tax and estate planning
  • Working with relationship partners and directors to service existing and new clients, ensuring that planning and cross selling opportunities are identified
  • Develop and manage own client base, identifying additional opportunities and introducing clients to the wider services available
  • Develop the interaction of the private client team with the firm’s wealth management business and leverage the opportunities this creates
  • Promote private client tax and liaise with the firm’s senior team to provide content for marketing materials, etc.
  • Mentor, develop and train junior managers with a focus on developing a Brighter Thinking Advisory mindset

The Ideal Candidate

  • Experience in a Private Client Tax role within a mid-tier or large professional services firm
  • Experience in dealing with and advising High Net Worth individuals
  • High level of technical advisory expertise within private client tax, and ideally an area of specialism
  • CTA qualified
  • ACA or STEP qualifications are desired but not essential
  • Strong relationship building, networking and business development skills

For more details on this role please apply, or contact Kieron Whitehead at AJ Chambers Recruitment

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