Private Client Services Manager

3 days ago


Reading, Reading, United Kingdom TPF Recruitment Full time
Tax Leadership Role

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.
Requirements:
  • 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.
Benefits:
  • 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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