Private Client Services Manager
3 days ago
A well-established firm of chartered accountants based in Reading is seeking an experienced Private Client Tax Director to lead their thriving private client tax team. This is a senior leadership position that offers a route to Partnership, providing the opportunity to drive growth and contribute to the firm's reputation in the marketplace.
Main Responsibilities:- Client Relationships and Advisory:
- Maintain key client relationships and provide high-quality tax planning and advisory services to a portfolio of high-net-worth individuals, families, and trusts.
- Develop and implement innovative tax strategies to optimize clients' tax positions.
- Team Leadership and Development:
- Lead, mentor, and develop a team of tax professionals, promoting a collaborative and high-performing work environment.
- Support the team's continuous professional development and regularly review team performance.
- Business Development and Marketing:
- Pursue new business opportunities and leverage existing networks to develop new relationships.
- Participate in marketing and networking activities to promote the firm's private client tax services.
- Technical Expertise and Compliance:
- Stay current with 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.
- Strategic Contribution and Collaboration:
- Contribute to the firm's strategic planning and business development initiatives.
- Collaborate with other directors and partners to achieve the firm's overall objectives.
- ACA/ACCA/CTA qualified or equivalent.
- Significant 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.
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
- In-depth knowledge of UK tax legislation and experience in providing tax planning and advisory services.
- Demonstrated business development and networking abilities.
- Strategic thinker with a proactive and solution-oriented approach.
- High level of professionalism and integrity.
- Strong attention to detail and organizational skills.
- Salary: circa £90,000 - £105,000 per annum, negotiable.
- Route to partnership on offer.
- Comprehensive benefits package, including pension, healthcare, and professional development support.
- Opportunity to work with a leading firm and a diverse range of high-profile clients.
- Collaborative and supportive work environment.
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