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Tax - Private Client Director
4 months ago
Our client, a leading firm of chartered accountants based in Reading, is renowned for delivering high-quality accounting and tax services to a diverse portfolio of clients. They are currently seeking an experienced and dynamic Private Client Tax Director to join their thriving team.
As a Private Client Tax Director, you will play a pivotal role in managing and developing the firm's private client tax services. This is a senior leadership position, with a route to Partnership, where you will oversee a dedicated team, manage key client relationships, and provide strategic tax planning and advisory services. Client Management and Advisory:
Serve as the primary point of contact for a portfolio of high-net-worth individuals, families, and trusts.
Provide comprehensive tax planning, compliance, and advisory services tailored to each client's unique circumstances.
Develop and implement innovative tax strategies to optimize clients' tax positions.
Lead, mentor, and develop a team of tax professionals, fostering a collaborative and high-performing work environment.
Conduct regular performance reviews and support continuous professional development within the team.
Identify and pursue new business opportunities, leveraging existing networks and developing new relationships.
Participate in marketing and networking activities to promote the firm’s private client tax services.
Stay abreast of the latest tax legislation, regulations, and industry trends to ensure the firm's services are compliant and cutting-edge.
Provide technical guidance and support to the team on complex tax issues.
Contribute to the firm's strategic planning and business development initiatives.
ACA/ACCA/CTA qualified or equivalent.
Extensive experience in private client tax within a professional services environment.
Proven track record in managing a portfolio of private clients, including high-net-worth individuals and trusts.
Strong leadership and team management skills.
In-depth knowledge of UK tax legislation and experience in providing tax planning and advisory services.
Demonstrated business development and networking abilities.
Comprehensive benefits package including pension, healthcare, and professional development support.
Refer a friend...
We’re keen to remain the leading provider of the best accountancy talent in the South-East. We are continually exploring ways to expand our network and we know that great candidates like you can introduce us to other equally brilliant people. We’re looking to work with the best accountancy practice and tax staff in the South-East so if your friends, family, or colleagues are considering a new opportunity and can demonstrate relevant experience, we'd love to speak to them.
For every candidate you refer and we subsequently place into a permanent position, we will give you up to £500 of Love2Shop vouchers. (
